For video, see User Roles.
A User Role can be simply defined as “what a user can do" and each User Role is made up of a collection of Permissions. A Permission is a specific activity type or behavior that can be checked for "On" or unchecked for "Off" for any Role. A checkmark indicates that Users assigned to this role are permitted to take the defined action. No checkmark indicates that Users assigned to this role are restricted from taking the defined action.
Example:
Let’s assume you wanted to have a custom User Role called “Generalist” and you wanted users with that role to be able to fully process applicants but not Post Jobs. In that scenario, you would only enable all checkboxes within Applicant Tracking and Processing and exclude all checkboxes from Jobs & Templates. Now, any User that you assign to the Generalist Role could process applicants but not create job templates or post jobs.
User Role Permissions
Hiring system access and visibility are dictated by every registered User's assigned Role. Each User Role is a broken down into individual permissions based on key areas of functionality:
- System Setup
- Content Management
- Jobs & Templates
- Applicant Tracking and Processing
- Visibility
- Marketplace Access
Permissions can be adjusted as needed per User Role, the only exceptions being the System Administrator and Read Only. These two system default included User Roles cannot be modified and will always behave as designed. The other two default system User Roles, however (Manager and Standard User), may be updated/modified.
Roles and Permissions may be reviewed, changed or created at any time under Admin > User Roles by clicking on existing Role titles or by clicking Create New Role.
Note: Updating User Role permissions is a global behavior. As an example, if you update the "Hiring Manager" Role and disable the ability to Post/Close/Pause Jobs, as soon as you click Save, all Hiring Managers within your hiring system will have this activity restricted.
Tip: For unique access scenarios we recommend that an Admin follow the steps to Create New Role
