User Groups & Permissions Guide

This article will breakdown our four most common user groups and how most of our clients are currently using them.

1. Admin

• Overview: Full platform access for configuration and management.

• Typical Permissions:

  • Create, edit, and close jobs across all locations.

  • Manage user accounts and permissions.

  • Full access to all candidate records.

  • Send and approve offer letters.

  • Run and export reports.

2. Leadership

• Overview: Senior leaders who need visibility into hiring activity but limited operational control.

• Typical Permissions:

  • View all job postings across assigned locations.

  • Access high-level candidate data (no editing rights).

  • Run or view reports.

  • No offer letter or job posting abilities.

3. Hiring Manager

• Overview: Responsible for managing candidates for their specific openings.

• Typical Permissions:

  • View and manage jobs they are assigned to.

  • Review, rate, and comment on candidates.

  • Move candidates through stages (excluding offer stage).

  • No ability to create or close jobs or send offer letters.

4. Recruiter

• Overview: Oversees sourcing and candidate pipeline management.

• Typical Permissions:

  • Create and manage job postings within their scope (locations/departments).

  • View and manage all candidates for their jobs.

  • Communicate with candidates (email/text within the system).

  • Move candidates through all stages including offer.

  • Send offer letters (if assigned).

Customizing Access by Location or Department

• Example: Hiring Managers at Store A can only see jobs and candidates for Store A.

• Leadership: May have broader visibility across multiple stores or regions.