Enable Sharing for Candidates and Jobs

All Textkernel Search and Match setup procedures are available here.

Do the following to enable sharing for candidatesClosed and jobsClosed:

  1. Go to Setup > Custom Metadata Type > Textkernel Configuration and click on Manage Records.
  2. Choose Textkernel configuration and in the Sharing section enable these two checkboxes:
  3. Enter the APIClosed Name of the multi-select picklist fields you created on the contactsClosed object and job objects in the Candidate sharing field and Job sharing field.

Create a Search Policy

  1. Go to App Launcher > TKClosed Portal Search Policies (System Admins only have access to this tab) and click on New.
  2. Select which Access RolesClosed you want to enable for contacts and jobs with this policy:

Create a Search Policy Assignment

  1. After creating a Search Policy record, click on the Related tab on the same record.
  2. Click on New to create a Search Policy AssignmentClosed record to associate users to the policy you have created.

Assign Permission Set

Assign the Module textkernel user permissions permission set to each user who is using Search and Match, if not already assigned.

Next Procedure

Add the Match! Button to Contact and Job Records