User Roles: Add User Role

While we offer a set of default user roles that address common scenarios, you can create your own user roles to fit your company's needs.

  • All configurations to user roles are done from the "User Role" sub-menu found under Administration. To begin, click Administration from the menu bar.

    Dashboard_-_02.png

  • Click User Roles on the left-hand side.

    Administration_-_Menu_-_User_Roles_-_00.png

  • When you arrive, you will see the user roles of your ATS.

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  • Click Add User Role.

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  • A menu should appear like below. Enter a name, cross reference code, and description for the new user role.

    User_Roles_-_Add_-_01.png

  • (Optional) use the "Admin Presets" drop-down menu to toggle the system default options for the selected preset admin role. The roles available are:
    • Basic Administrator
    • Jobs Administrator
    • Limited Jobs Administrator
    • Candidate Administrator
    • Account Administrator
    • Job Requisition Administrator

    User_Roles_-_Admin_Presets_-_00.png

  • Scroll down through the permission list and enable the desire user permission by clicking the Off/On toggle. "Check All" and "Uncheck All" allows you to select/deselect all permissions with a single click for easier permission adjustments. For more details on each permission, hover over the question-circle.svg icon. For a full list of permissions, refer to the following article: User Role Permissions

    User_Roles_-_Permissions_-_00.png

  • Click Save Changes when done.
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