Purpose
Assign each person a role that sets what they can do, and create a custom role if the nine system roles don’t fit. Day-to-day user management lives in How to Manage Users and Roles.Steps
1
Review the nine system roles
Understand the system roles, from Admin to Viewer. Each is
permission-locked and can’t be deleted.
2
Open a role's permission matrix
See exactly what a role can View, Create, Edit, Delete, Approve, or
Export across Jobs, Candidates, Assessments, Offers, Setup, Reports, and
Users & Roles.
3
Create a custom role
If the nine system roles don’t fit, create a role with its own name,
description, and permission matrix.
4
Set a default role
Mark one role as the default so your team can see at a glance which role
new team members typically get.
5
Assign a role per person
Give each person the role that fits their responsibilities when you
invite them. See How to Add Users.