Enable SmashFly in Edge

The SmashFly integration must be enabled via the Edge Integrations page in the Edge Marketplace.

The following are the steps for enabling SmashFly in Edge:

  1. Install SmashFly through the EDGE marketplace:
    1. Admin > Tools > Edge > Marketplace > SmashFly > Install
    2. Select Configure now if you are ready to install and configure SmashFly.
  2. In the settings tab of the SmashFly integration, you will see the credentials necessary to authenticate the Cornerstone application with SmashFly.
    1. Copy the API key and API secret and send these credentials to your SmashFly representative.
  3. Now that SmashFly can communicate with Cornerstone via the API keys, configure the necessary SmashFly roles and permissions:
    1. An administrator can add a permission to a role by going Admin > Tools > Core Functions > Security Role Administration.
    2. Search for and edit the following Security Role Name: WS Administrator/ ID: WSAdmin.
    3. Edit the permissions by clicking Next.
    4. Click Add Permissions and search for: Requisition: Manage.
    5. Select this new permission and submit the change.
  4. After adding the new permission to the role, add more users to the role:
    1. Similar to the steps above, go to: Admin > Tools > Core Functions > Security Role Administration.
    2. Search for the following Security Role Name: WS Administrator/ ID: WSAdmin.
    3. Select users.
    4. Search for and add the following user to the role: Soapadmin.
    5. Save the new role assignment.
  5. Give users access to the SmashFly Easy Link Actions for Job Marketing:
    1. Add permissions to the requisition owner or another user role.
    2. Search for and add "CRM Integration Manage" permission to that role.
    3. Save the new permission. Anyone with this role will have access to the Easy Link Actions on the Manage Requisitions page.
  6. Toggle SmashFly to "On" in Edge Integrations:
    1. Admin > Tools > Edge > Integration.
    2. Toggle the SmashFly Recruitment Marketing option to the right.