When connecting and authenticating an integration, the individual doing so will also be credited for some of the actions taken by the integration (i.e. adding a note to an applicant). In order to make it more obvious that the actions stem from this integration and not the user, you can optionally create a new user within the SmartRecruiters instance. This process is described below.
- Login to SmartRecruiters and go to Settings in the top right corner:
- Navigate to Permissions > User Management
- Click on Add new user
- Create the new user. For best results, use your partner's name within the first or last name so it's clear what this SmartRecruiter user's function is
Ensure that the User role is Admin. This does not mean that the integration will have admin-level permissions, the active permissions and restrictions will be displayed when you authenticate in the connection flow. The admin user role simply ensures that the user has access to all necessary data models. - Use the new user's credentials when authenticating in the connection flow