Role - Edit

• To create a new Role begin in the SETTINGS area.
  

• Click on Roles.

• To make adjustments to the Role and permissions, click the More Options icon associated with the Role.

• The Edit option will allow the user to alter the Roles and permissions. 

• Use the down expand arrow in each specific category to expand the view and assign or remove the various permissions within the category. 

• Click SAVE. 

  • Confirmation of the edits to the Role will appear on screen.

• The Delete option will delete the user Role.

• The Clone option will create a new user Role with identical settings to the Role selected. Click SAVE. 

• Confirmation of the edits to the Role will appear on screen.

• The View Permissions option will provide an overview of the permissions assigned to the Role.

VIEWS

• User Management

• • View Users - Allow user to view other users in Settings.

• • Sent User Registration - Allow user to sent other user a registration.

• • Reset User’s Password - Allow user to reset other users password.

• • Allow access to ALL Scope - Allow user to access a scope of ALL.

• System Management

• • View Organizations List - View list of alternate organizations associated with the organization.

• Roles Management

• • View Roles - Allow user to view Roles in Settings.

• Communications

• • View Messages - Allow user to view the application chat component.

• • View Communication Templates - Allow user to view Communication Templates in Settings.

• Career Sites

• • View Career Sites - Allow user to view Career Site options in Settings.

• Jobs

• • View Job Templates - Allow user to view Job Templates in Settings.

• • View Job Notes - Allow user to view the Notes tab on the Job.

  • View Private Job Notes - Allow the user to view Private notes on the Notes Tab of the Job.

• Applicant

• • View Applicants OnboardCentric push status - View the status of the applicants OnboardCentric push.

• • Personal Demographic Information (EEO) - Allow user to view the Personal Demographic Information (EEO).

• • View Predictive Index API Assessments - View the Integrations tab which contains Predictive Index Assessments.

• Applications

• • View Application Resumes - Allow user to view application added by the applicant

• • View Application Notes - Allow user to view notes added to the application.

• • View Application Admin Uploads - Allow user to view Admin uploaded files

• • View Users Activity Log - Allow user to view the activity log in an application.

• • View & Create Private Application Notes - Allow user to view notes labeled as Private.

  • View Application Tags - Allow user to view the Application Tags assigned to an applicant.

  • Hide out-of-scope applications - Hide the application which are outside of users scope in the Applications Tab.

• Reports

• • View Standard Reports - Access to the Standard Reports area.

• Job Boards/Promote

• • View Job Board Ads - Allow user to view job board ads in Promote area.

• Job Question Groups

• • Manage Job Question Groups - Allow user to create Job Question Groups in Settings.

• Interview Guides

• • View All Interviews - Allow user to view all interviews in an application.

ACTIONS

• User Management

• • Edit User - Allow user to edit other users’ authorities in Settings.

• • Delete User - Allow user to delete a user in Settings.

• • Add User - Allow user to add a user in Settings.

• • Manage User Scope - Allow user to add Locations and Access Tags to a user in Settings.

  • Manage Organization User Scope - Allow user to add Organization to a User.

  • Revoke User Calendar - Allow user to revoke the calendar integration for users.

  • HR Fuse Access - Allow user to add/revoke HR Fuse Access for users.

• System Management

• • Manage Organization Access Tags - Allow user to manage the Access Tags for the Organization in Settings.

• Roles Management

  • Create Role - Allow user to create a Role in Settings.

  • Edit Role - Allow user to edit an existing Role in Settings.

  • Delete Role - Allow user to delete a Role in Settings.

  • Assign Roles to Users - Allow user to assign Roles to users in Settings.

  • Assign Permissions to Roles - Allow user to assign Permissions to Roles in Settings.

• Locations

• • Create Organization Locations - Allow user to add Organization Locations in Settings.

• • Delete Locations - Allow user to delete Locations in Settings.

• • Update Locations - Allow user to edit Locations in Settings.

• Communications

• • Send Message - Allow user to send communication to an applicant in the application.

• • Create Communication Template - Allow user to create Communication Templates.

• • Edit Communication Template - Allow user to edit Communication Templates.

• • Delete Communication Template - Allow user to delete Communication Templates.

• • Manage Communication Template Scope - Allow user to add Locations and Access Tags to a Communication Template.

• • Set Thank You Communication Template - Allow user to set a Communication Template as the automated Thank You email.

• • Set Incomplete Application Reminder Communication Template - Allow user to set a Communication Template as the automated Incomplete Application Reminder.

• Jobs

• • Create Jobs - Allow user to add a New Job.

• • Update Jobs - Allow user to edit jobs.

• • Add Hiring Team Members - Allow user to Add Hiring Team to a Job.

• • Assign Stages to Hiring Team Members - Allow user to add Stage to Hiring Team on the job.

• • Delete Hiring Team Member - Allow user to delete Hiring Team from job.

• • Create/Update Job Templates - Allow user to add or edit Job Templates in Settings.

• • Remove Job Templates - Allow user to delete Job Templates in Settings.

• • Update Job Status - Allow user to change job status on job.

• • Post Job to Career Site - Allow user to Promote job to a Career Site.

• • Manage Job Access Tags - Allow the user to add Access Tags to the job.

• • Allow Use of Mass Job Actions - Allow user ability to use the Edit Jobs feature to make mass changes to job(s).

• • Manage Hiring Managers - Allow user to edit the Hiring Manager field in the Hiring Team area.

• • Delete Job Notes - Allow user to delete a note on a Job.

  • Post Only Me Job Notes - Allow users to create Only Me notes on a Job.

  • Create Job Notes - Allow users to create notes on a Job.

  • Edit Job Notes - Allow user to edit a note on a Job.

• • Copy Job - Allow user to copy an existing job to create a new job.

• • Override Job Approval Task - Allow user ability to override an approval task.

• • Manage Job Approvals - Allow user to create/manage Job Approvals.

• Applicant

• • Edit Applicant Profile - Allow user to edit applicant profile on application.

• • Set Applicant to Never Hire - Allow user to set application to Never Hire.

• • Push Person to OnboardCentric - Allow user to push a hired applicant to onboarding.

  • Schedule Event with Applicant - Allow user to schedule an interview with the applicant with the calendar tool.

  • Save Predictive Index Open Invitation Settings - Allow user to edit the Open Invitation settings for Predictive Index.

  • Manage Predictive Index API Assessments - Allow user to edit the API settings for Predictive Index.

• Applications

• • Copy Application - Copy an application to another job.

• • Create Application Note - Allow user to add notes to an application.

• • Upload Documents to Application - Allow user to add documents to application.

• • Move Application to new Stage - Allow user the ability to use the application stage labels.

• • Set Application Advancement Reasons - Assign a reason when updating applicant stage.

• • Can Disqualify Applicant - Disqualify and assign a disqualification reason.

• • Add Application to Job - Add an application to a job.

• • Manage Multi-Step Applications - Allow user to invite applicant to the next step in the Multi-Step application template.

  • Allow use of mass application actions - Allow user to make a mass change to applications.

  • Edit Application Advancement Reasons - Allow user to edit Application Advancement Reasons in Settings.

  • Edit Application Disqualification Reasons - Allow user to edit Application Disqualification Reasons in Settings.

  • Create ‘Only Me’ Application Notes - Allow users to create Only Me notes.

  • Manage Application Stages - Add or Edit Application Stages.

  • Send Invite to Revise Application - Invite manually added applicant to revise application.

  • Allows Archiving of Applications - Allows user to archive applications.

  • Assign Application Tags - Allow user to assign an Application Tag to an application.

  • Edit Application Notes - Allow user to edit a note on an application.

  • Delete Application Notes - Allow user to delete a note on an application.

  • Can assign applications to User - Allow user to assign applicants to another user.

• • Set Application Completion Level - Allow user to set an incomplete application to complete. 

• Application Setup

• • Manage Application Templates - Edit application template.

• • Manage Application Tags - Allow user to add or edit Application Tags.

• Reports

• • Create and Edit Application Reports - Create and edit reports in the Applications area.

• • Create and Edit Job Reports - Create and edit reports in the Jobs area.

• • Delete Report - Allow user to delete a report.

• Job Boards/Promote

  • Manage Organizations Job Boards Library - Add or remove job boards from the organizations job board library in Promote area.

  • Promote Jobs to Job Boards - Promote a job on selected Job Boards in Promote area.

• Interview Guides

• • Manage Interview Guides - Allow user to add or edit Interview Guides.

• • Manage Interviews - Allow user to manage interviews in the Interview area of an application.

• • Save Interview Answers - Allow user to save answers in an Interview Guide.

• Job Approval Groups

• • Manage Job Approval Groups - Allow users to create/manage Job Approval User Groups

• Job Approval Question Groups

  • Manage Job Approval Question Groups - Allow users to create/manage Job Approval Question Groups

Still need help? Submit a support request and our team will get back to you.