Screenloop needs the service user credentials to connect to HiBob. To create the service user, follow the steps below:
Navigate to the 'Settings' tab on the main dashboard.
Under the 'Integrations' tab, click ‘Manage’ on the ‘Service Users’ card.
Click on the button to create a new service user with the following details:
Service User Name: screenloop
Display Name: Screenloop
Once all the information is filled in, click 'Create' and store the credentials. Note that these credentials are no longer available after closing the page.
After having the Service User created, we need to assign it to a permission group:
Navigate to the 'Settings' tab on the main dashboard.
Under ‘Account’ select 'Permission groups' and then click 'Add permission group'.
Name your group (Screenloop) and in the 'Group actions' dropdown menu, select 'Edit details'. Change or select the Group members option to 'Select people by condition' and click 'Edit'.
On the ‘Add specific employees’ drop-down, select ‘Service Users’, check the Screenloop user and select ‘Apply’.
Once the permission group is created, you will need to specify the permissions:
From the Features tab select:
Docs > Employee Folder > Manage employees folders: create, edit or delete employees folders;
People > Employees > Add new people to the company.
From the People’s data select:
Docs > Confidential Docs > Upload selected employees’ docs in the folder;
Docs > Shared Docs > Upload selected employees’ docs in the folder;
Click ‘Save’ and you are all set.
Once the steps above are concluded, you can use the service user credentials to connect to HiBob on the Screenloop integrations settings page.