Setup Custom Access Level

  1. In your BambooHR account, go to your Settings > Access Levels

  2. Click on the Add + Button and select Custom Access Level

  3. Choose a name for this Access Level, then click Next Step

  4. On the step "What this Access Level Can Do", click Next Step without changing anything

  5. On the step "What this Access Level Can See", you will choose which attributes Café can view.
    Make sure this access level can access All Employees.

  6. Set the minimum permissions:

    1. Personal Tab > Basic Info > View Only: "Status", "First Name", "Last Name"

    2. Personal Tab > Contact > View only: "Work Email"

    3. Time Off Tab > All fields are set to View Only

  7. Then click Save and Finish

Create a Non-Employee User

  1. In your BambooHR account, go to your Settings > Access Levels

  2. Select the custom access level you created

  3. Click on the Gear Icon Button and select Add a Non-Employee BambooHR User

  4. Then choose a name and an email you have access to, and set the access level to the custom level you created.

  5. You will receive an email to finalize account creation and set a password.

Create an API Key

  1. Sign in to BambooHR with a Non-Employee User with the right access level

  2. Click on the avatar in the top right menu and select API Keys:

  3. You can now Add New Key, give it a name and then copy the key.

  4. You can now use this key in Café HRIS integration.

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