Edge Import - Restrict Download Report

An optional feature is available to limit users to download import result reports for loads only performed by them. This provides the ability to restrict users from downloading reports for loads they did not perform themselves.

Use Cases

A bank has two regional office locations, and each location has a dedicated Edge Import administrator, Jack and Jill, responsible for keeping data between their regional HRIS and Cornerstone systems up to date. Each Edge Import administrator has a separate HRIS system. The organization wants to restrict these administrators so that an administrator can only download and view data for loads that they performed.

The organization contacts Global Customer Support and enables this feature. Both Jack and Jill have access to perform an Employee data load. Jill is granted the permission, but Jack is not.

When Jack, who does not have the permission, logs in to the system, the following occurs:

  • He can download reports for loads and feeds that he performed.
  • He cannot download reports for loads and feeds performed by Jill.
  • He cannot download reports for loads performed via feed by scheduled feed runs.
  • He cannot perform a data load for Jill who has previously only validated their data.

When Jill, who does have the permission, logs in to the system, the following occurs:

  • She can download reports for loads and feeds that she performed.
  • She can download reports for loads and feeds performed by Jack.
  • She can download reports for loads performed via feed by scheduled feed runs.
  • She can perform a data load for Jack who has previously only validated their data.

Bulk API

When this functionality is enabled, the following end points for the Bulk API are impacted, and they now observe the permission:

  • Get reports
  • Get import errors
  • Get import warnings

Implementation

The availability of this functionality is controlled by a backend setting, which is disabled by default. To enable this functionality, contact Global Customer Support.

Once this functionality is enabled, the Download Reports Access when portal opts-in for Restrict reports access - Edge Import permission is also enabled, and this permission is required to download import results reports for loads performed by others.

Permissions

The following permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Access Edge Import Grants access to the Edge Import tool, which enables administrators to load data into their portal. This permission cannot be constrained. This is an administrator permission. Edge Import
Download Reports Access when portal opts-in for Restrict reports access - Edge Import

Grants ability to download Edge Import load details reports for loads performed by others.

Users who do not have this permission cannot download load import results for loads performed by others. In addition, users without this permission cannot load data for someone who has previously only validated their data.

This permission cannot be constrained. This is an administrator permission.

This permission is only available and applicable when the portal has enabled the restriction for Edge Import load details report access.

Edge

Security Roles

The Download Reports Access when portal opts-in for Restrict reports access - Edge Import permission is disabled by default. This permission is only available when the portal has enabled the restriction for Edge Import load details report access. When the permission is enabled, it is automatically granted to the default System Administrator role. Administrators must grant this permission to other roles, if necessary.