Create a Doozy user

In your BambooHR account, please click on the 'gear' icon in the upper right corner of the screen. This will take you to your settings page.

From there, select 'Access Levels' from the menu on the left, click on the 'Add +' button, and select 'Custom Access Level'.

On the first page that opens, name the Custom Access Level (such as Doozy Permissions), and a description. Once completed, click 'Next Step'.

On the second step, 'What this Access Level Can Do', click on 'Next Step' without changing anything.

On the third step, 'What this Access Level Can See', you can set the View Only permissions for Doozy. This will give Doozy access to specific attributes from BambooHR.

Please set the permissions under 'See About Themselves' as follows:

Under 'Which Access Level should apply?', choose 'Full Access'.

Please set the permissions under 'See About other Employees' as:

In your BambooHR account, please click on the 'gear' icon in the upper right corner of the screen. This will take you to your settings page.

From there, select 'Access Levels' from the menu on the left. This will show the Doozy access level on your BambooHR account.

Select the Custom Access Level you created, then select the smaller gear cog with a dropdown arrow. From the menu, select 'Add a Non-Employee BambooHR User'.

On the page that opens, give the non-employee a name and an email that you or someone at your organization has access to (or you could do something like [email protected]), set the Access Level to the Custom level created for this integration, and hit save.

Once the user has been created, check the inbox for the account used to create the non-employee user for a welcome email. Follow the steps to create a password for the user. This step is important, as you will need to sign in to BambooHR with those user credentials in order to set up the integration!