As a default administrator of your organisation's profile on Credentially, you can restrict access to the documents you do not want your applicants or employees to see. For example, if you need to upload the interview notes to the candidate's profile and don't want an applicant to view this document.
To hide this document on Credentially, please follow these instructions:
Log in to Credentially as a default administrator;
Go to 'Organisation Settings';
Open the 'Document Types' section;
Click on the document type you do not want the employees to see (in the GIF below, the 'CV' document is taken as an example);
5. In the 'Edit document requirement' window, tick the box next to 'Restrict access for document owner'.
6. Please don't forget to click 'Save'.
This feature will allow you to block applicants and staff members from reviewing, deleting or downloading certain documents. Users will only be able to see this document type in the document table in their profiles. To learn more about this feature from a user's perspective, please read this article.
Access restriction for a file of multiple competencies
Sometimes Credentially users have one file as a summary of a few different certificates. This document is evidence of multiple competencies. You can turn a file into evidence of multiple competencies by tagging multiple document types in the 'Document Type' field in the document review form.
If you restrict access to one document type associated with the file for a profile owner, they won't be able to review this file. It is true even when they have access to other document types associated with this file.
Let's say a clinician has a file confirming completion of three training pieces: Adult Safeguarding 1, Adult Safeguarding 2, Adult Safeguarding 3.
As a default administrator, you would like to restrict access to Adult Safeguarding 3 Certificate for all the profile owners.
When you have uploaded a file of multiple competencies to the user's profile and added up three corresponding document types to it, you will see the 🔒 sign next to the name of the document type you decided to restrict access to (in our example, Adult Safeguarding Level 3).
The screenshot below demonstrates what the profile owners will see in the 'Documents' section of their profiles if an administrator has restricted access to a document type associated with a file of multiple competencies.
A user won't be able to review the file. This also means that they won't be able to access all the document types associated with it (not only Adult Safeguarding 3 but also Adult Safeguarding 1, Adult Safeguarding 2).
