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How To Navigate Account Roles & Permission Settings
How To Navigate Account Roles & Permission Settings
Shiri Hirschhaut avatar
Written by Shiri Hirschhaut
Updated over a week ago

We're excited to introduce our new Roles & Permissions feature, designed to provide our customers with greater flexibility and control over user and group account permissions.

With this feature you can:

  • Collaborate dynamically across your team

  • Create and assign groups with custom account permissions

  • Share job access with specific teams or individual recruiters

  • Ensure that different departments, districts, or branches within your company can only access their specific jobs and relevant data

For example, your sales team might only see jobs related to sales, while your marketing team might only see jobs related to marketing. This makes it easier for everyone to stay focused on their work, and ensures that sensitive data stays confidential.

You can assign user permissions when inviting new users in the users tab. Simply invite them to your account via email and assign their default permissions and group assignments.

If you need to change their permissions or move them to a different group later on, you can do so at any time.

You can also create groups to organize users with similar roles or permissions. Simply click the drop down menu> settings>groups.

For example, you might create a group for your sales team, and share access to specific sales representative jobs and create a marketing team and share access to marketing manager jobs.

You also have the option to share job specific permissions with individuals or groups by selecting ‘share’ within a job.

Lastly, in your settings tab under 'Roles&Permissions There are 3 default roles/permissions available: Admin, Edit&Review, and Review Only. These can be customized or new roles can be created by super administrators in the ‘Roles & Permissions’ tab.

For any additional questions or to unlock the permission settings, you can reach out to our 24/7 human support team at

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