The system offers six predefined roles that can be assigned to individual users. The point is not to set permissions separately for each user - roles have access rights to individual actions preset according to their level.
You can add a new user via the gear icon in the Dashboard: Company > Add user or simply via the following link.
The role distribution is clear and hierarchical - the higher the role, the broader the access to system functions. It is not about setting individual functions but about the overall scope of access that corresponds to the user's job position.
Roles are sorted from highest to lowest by permission scope:
HR ADMIN
is the highest role in the system.
SENIOR HR SPECIALIST
has the same rights as HR Admin, except for the ability to change company settings.
HR SPECIALIST WITH EXTENDED RIGHTS
sees all candidates in the talent database but only their positions they work on.
HR SPECIALIST
sees only their positions that they created themselves and candidates who applied for them.
If you want to involve hiring managers in recruitment, the system offers two additional lower permission levels:
HIRING MANAGER (line manager)
After logging into the system, they cannot see any positions or candidates until someone with a higher role shares them. Sharing is a way to grant a user access to specific positions or candidates. More about how sharing works can be found below.
The hiring manager is still involved in recruitment:
Note: In the system and here on help, you will encounter the terms hiring manager and line manager - they are synonyms.
LIMITED RIGHTS ACCOUNT
This account type has similar rights to hiring manager - sees only shared job ads and candidates.
However, they cannot influence the recruitment process in any way:
The following image clearly shows the difference between what a hiring manager sees and what is displayed to a user with limited rights:
The system allows sharing either an entire position or just a specific candidate. The difference between these two types of sharing lies in the scope of access:
Sharing Position
Sharing Candidate
Once a candidate or position is shared, the user has full access to the candidate card and can perform the same actions as Senior HR Specialist - for example, adding comments or changing status.
Many other permissions in the system are based on ownership - i.e., who has a direct relationship to a given position or candidate.
For better orientation, we distinguish two types of ownership - these are internal terms:
Indirect Ownership
Indirect ownership is based on the roles defined above. For example, Admin sees all candidates and positions in the system but is not their owner. This means they are not considered an active participant in that recruitment - the system does not associate them with it.
Direct Ownership
On the other hand, if a user is to be actively involved in recruitment, they need direct ownership - regardless of whether they act as a recruiter, administrative support, or hiring manager. Direct ownership can be obtained in several ways:
Summary: Direct ownership is key to being actively involved in the recruitment process. If you are assigning a role to someone who should be part of the selection, make sure they have a direct relationship to the position or candidate.
When rejecting a candidate, you can record the reason for rejection, which is automatically reflected in your statistics and reports, and also serves as a tool for searching candidates in the database. This allows the reasons to be best tailored to your needs.
Email templates with dynamic and personalized content are key to easy communication with candidates. Set up templates for specific recruiters or unify communication style across the entire company. Discover the differences between individual template types and get tips on how to use them most effectively.