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Lever - How do I enable my partner credentials for OAuth?
Lever - How do I enable my partner credentials for OAuth?

Setting up Merge as a Lever partner

Updated over 2 weeks ago

Overview

This guide will walk through the steps to enter your Lever partnership credentials into Merge to allow your customers to connect their Lever accounts using OAuth.

Prerequisites

While a Lever partnership is not required for the integration, being a partner will enable an OAuth linking flow for your customer. If you are interested in becoming a Lever partner, please fill out this form.

Instructions

Step 1: Navigate to the Lever integration on the Merge Dashboard

  1. On the Merge Dashboard, navigate to the Integrations tab

  2. Under ATS, identify the Lever integration

  3. Enable the integration using the toggle on the right

Step 2: Input your client credentials

  1. Click Set up organization-level credentials

  2. Enter the following information in the appropriate fields, which were provided to you from Lever:

    • OAuth Client Id

    • OAuth Client Secret

    • OAuth Redirect Uri

Once you've entered in your Lever partner credentials, the next time your users authenticate in Merge Link, they will be taken through the Lever OAuth flow!

Notes

  • By default, Merge requests various scopes during the OAuth2 authentication flow which you can find below:

Scope

Lever scope description

Merge scope usage

applications:read:admin

View all opportunity applications

Retrieving Application details

archive_reasons:read:admin

View all archived reasons

Populating the RejectReason of an application

contact:write:admin

View and manage an opportunity's contact

Retrieving Candidate details, creating Candidate

feedback:write:admin

View and manage all of an opportunity's feedback

Retrieving Scorecard details*

files:write:admin

View and manage all of an opportunity's files

Retrieving Attachment details, creating Attachment

forms:write:admin

View and manage all of an opportunity's forms

Retrieving ScreeningQuestion details, creating Application with ScreeningQuestionAnswer

interviews:write:admin

View and manage all of an opportunity's interviews

Retrieving ScheduledInterview details, creating ScheduledInterview

notes:write:admin

View and manage all of an opportunity's notes

Retrieving Activity details, creating Activity

offers:read:admin

View all of an opportunity's offers

Retrieving Offer details

offline_access

Include this scope in the authorize call in order to get a refresh token during the token exchange

Ensuring data can be synced in the background

opportunities:write:admin

View and manage all opportunities

Retrieving Application details, creating Application

panels:write:admin

View and manage all of an opportunity's panels

Creating ScheduledInterview

postings:write:admin

View and manage all postings

Retrieving JobPosting details, creating Application

referrals:read:admin

View all of an opportunity's referrals

Not currently in use*

requisition_fields:write:admin

View and manage all requisition fields

Not currently in use*

requisitions:write:admin

View and manage all requisitions

Not currently in use*

resumes:read:admin

View all of an opportunity's resumes

Retrieving Attachment details

sources:read:admin

View all sources

Retrieving Application.source values

stages:read:admin

View all stages

Retrieving JobInterviewStage details

tags:read:admin

View all tags

Retrieving Tag details

uploads:write:admin

Manage all file uploads

Creating Attachment

users:write:admin

View and manage all users

Reading RemoteUser, creating RemoteUser

webhooks:write:admin

Manage all webhooks

Managing webhooks in order to ensure Merge can process Lever updates in real-time

  • Scopes marked with * are either partially used or not used at this time. These are in place to accommodate the upcoming merge functionality. Replacing them with read-only scopes, or removing them where appropriate, will not break existing functionality, but would mean that end users would have to go through the authentication flow again when new Merge functionality is made available.

  • The scopes requested in the authentication flow can be customized to suit your exact use case and partnership agreement with Lever. Contact [email protected] with any changes you'd like to see implemented.

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