Prerequisites

Please carefully read the following to make sure you fulfill all the requirements to set up the integration:

• You have Administrator or Manager permissions in your company's BambooHR instance or someone has shared their access with you.
• If you do not have sufficient permissions, you might see the following when trying to create a mew user later:
  

Instructions

Finding your subdomain

1. Log into BambooHR.
2. View your subdomain in the URL bar in the form of https://yourdomain.bamboohr.com:
   

Configure permissions

The permissions of BambooHR's API key depends on the "Access Levels" of the user who is connecting. To configure the permission of the user, you will need to edit the settings of the "Access Level" that the user belongs in.

1.  Navigate to the top right part of the screen, and click on the "cog" button:
2. Locate "Access Level" on the sidebar on the left side of the screen in the "Settings" page, and click on it:
   
3. To edit the permission of the user, you will need to find the level that the user is in, or create a new level and assign the user to it. Click on the "plus" button to create a new user:
   
   * Make sure that the you select "Custom Access Level" when creating a new user:
   
   
   
4. If the user is in the level called "Integration", for example, click on it to navigate to level's settings:
   
5. Click on the "Access Level Settings" button of your level to edit the permissions:
   
6. Edit the permissions in accordance to the connection flow:
   
   Note: The above screenshot is strictly an example, please follow the process as specified in your own connection flow.
   
   Note: due to the design of BambooHR, a specific permission can have either "View only" or "Edit", therefore, if the connection flow only shows "at least View Only" for a specific field, then you will need to set its permission to "View Only":
   If the connection flow asks for both "at least View Only" and "Edit" a specific field, then the field needs to be set as "Edit":
   

Connecting

After configuring the permissions needed for the connection, we can login using the account's e-mail and password

1. In the next step of the connection flow, press "Sign in with BambooHR"
2. You should see a pop-up navigator window appear. Enter the e-mail and password of the account created in the previous step and press "Log In"