Custom Roles and Permissions
With custom roles, Company admins can create roles based on how different members of their team need to interact with PeopleFluent Recruiting, for both Company Roles and Permission Roles.
- Company Roles are sets of permissions for access to general settings in PeopleFluent Recruiting. The default roles are Administrator and Member.
- Position Roles are sets of permissions for working with positions and candidates as part of a hiring team. The default roles are Hiring Manager and Hiring Member.
Each permission can be granted at the view or create/edit level.
Accessing Role Setup
- Click the gear ⚙️ in the left sidebar.
- Click Company Settings.
- Click Permissions in the left sidebar.
Editing or Removing Existing Roles
Admins can change or remove roles in their company settings.
- To change permissions, click the edit button
next to the correct role. Note: The default roles, Administrator and Hiring Manager are not editable. - To delete an entire role, click the X next to the correct role. Note: Deleting a role isn't reversible. You will need to assign a new role to any users assigned to the deleted role.
Creating a Custom Role
Admins can create new roles in their company settings.
- Click + Add Company Role or + Add Position Role.
- Enter a name and description for the role.
- Click the View or Create/Edit check box next to each permission you would like to add. Use the toggle at the top of each section to enable all permissions for that category.
- Click Save Changes.
Company Role Permissions
Company roles define general permissions associated with users outside of a position or pool.
|
Role |
Description |
|---|---|
| Approvals | Enable and configure position approvals and offer approvals |
| Authentication | Enable and configure SSO and employee auto-join |
| Company Name | Change company name |
| Integrations | Enable and configure assessments, background checks and other integrations |
| Career Portal | Customize your career portal's appearance, messaging, photos, and more |
| Hello Messenger | Enable and customize Hello Messenger appearance and messaging |
| Recruiter Portal | Enable and customize your recruiter portal appearance, messaging, and form |
| Dispositioning | Enable/Disable and configure dispositioning for disqualified candidate |
| EEOC | Enable/Disable EEOC and OFCCP compliance |
| GDPR | Enable/Disable and configure GDPR |
| Social Discovery | Enable/Disable candidate social discovery |
| Permissions | Configure company and position roles and permissions |
| Teams | Create and edit teams and assign users |
| Users | Invite and remove users from your company |
| Interview Guides | View and manage Interview Guides |
| Merge Candidates | Enable/Disable merging candidate data across positions |
| Message Templates | View and manage message templates |
| Nurture Campaigns | View and manage nurture campaigns |
| Offer Templates | View and manage offer templates |
| Pipelines | View and manage recruitment pipelines |
| Questionnaires | View and manage questionnaires |
| Scheduling Links | View and manage scheduling links |
| Scorecards | View and manage scorecards |
| Tags | Manage your company tags for positions and candidates |
| Add Position | Create a new position |
| All Candidates | View and manage all candidates. Note: When this permission is enabled, the All Positions permission is automatically enabled as well. |
| All Positions | View and manage all positions |
Position Role Permissions
Position roles define permissions associated with users on hiring teams for candidates and specific positions or pools.
| Role | Description |
| Position Detail | View and manage position details, description, application, etc |
| Candidate Score | View collective candidate score on candidate avatar |
| Candidate Scorecard | View and fill out a candidate Scorecard |
| Candidate Source | View and manage candidate source |
| Contact Details | View and manage candidate contact information |
| Custom Fields | View and manage candidate custom fields |
| Experience | View and manage candidate work experience and education history |
| Resume | View and upload candidate resume |
| Candidate Management Updates | |
| Notes | View and manage public notes and your notes |
| Request Scorecards | Request Scorecard from position members with proper access |
| Shared Notes | |
| Team Discussions | View and manage internal candidate discussion |
| Team Scorecards | View team candidate scorecards |
| Add Candidates | Add new candidates to position |
| Assign Candidates | Assign candidates to team members |
| Copy Candidates | Copy candidate to another position |
| Delete Candidates | Delete candidates from position |
| Documents | View and manage candidate documents |
| Export to HRIS | Export candidate into HRIS integration |
| GDPR Consent | Send candidate GDPR consent request |
| Meetings | View and manage candidate meetings |
| Move Candidate | Move candidate to another position |
| Position Reporting | View and Export position reports |
| Questionnaires | View and manage candidate questionnaires |
| References | View and manage candidate references |
| Reminders | Set candidate reminders |
| Send Offers | Send candidate offer letter |
| SMS & Email Conversation | View and send SMS and email message to candidate |
| Stage Movement | Change candidate stage |
| Tasks (Others) | Create tasks for team members |
| Tasks (Personal) | Create tasks for yourself |
Default User Permissions
By default, company admins have create/edit access for all company and position role permissions.
By default, company members (non-admins) have the following position role permissions.
| Permission | View | Create/Edit |
|---|---|---|
| Candidate Score | X | |
| Candidate Scorecard | X | X |
| Experience | X | |
| Resume | X | |
| Notes | X | X |
| Hello Messenger | X | X |
| Recruiter Portal | X | X |
| Team Discussion | X | X |
| Reminders | X | X |
| Tasks (Others) | X | |
| Tasks (Personal) | X |
