What are permission groups?
Permission groups define the range of activities that a given user can perform in the system and the tabs to which they will have access.
The scope of activity for each permission group can be decided by anyone who has access to the Settings > Permissions tab
There are two predefined permission groups in the system at the start, but you can create an unlimited number of your own permission groups:
with any name,
with any combination of activities and tabs available in the system.
How can I check the permission group of a specific user?
To check which permission group a user is in, go to the Users tab, select the person from the list and look at the Personal Data tab:
You don't have permission to view the Users tab, but want to see what permission group you belong to?
Click on your avatar in the lower left corner - and then click on Personal data:
How to assign a permission group to a user?
When creating a new user, it is required to assign the user to a permission group:
Each user must be assigned a permission group.
You cannot remove a permission group from a user's profile; but the permission group assigned at the beginning can be changed later.
How to create a new permission group?
To create a new permission group, go to Settings > Permissions, then click on the blue Add New Group button in the upper right corner:
Enter a name for the new permission group that will allow you to distinguish it in the list. You can also add its description to clarify to whom it should be assigned.
After creating a new permission group, click on its name in the list and decide which tabs and features it should have access to.
You can find a full list of options below.
How do I select the tabs and features available for a particular permission group?
For each permission group, you can select the tabs it will have access to - such as Candidates, Jobs, CRM, etc.
Just check the checkbox next to it:
You can also expand the list of options on the right and choose which activities in a particular module a user in this permission group will be allowed to perform:
The following options are available:
CANDIDATES
Deleting candidates
Moving candidates between recruitment stages
Removing candidates from jobs
Candidate merger
Candidates export to XLS
Anonymizing candidates
Hide candidate's email history
Access to "From mail" tab
Access to candidates in own jobs only
Allow deletion of consents from the candidate profile
Allow to withdraw consents on the candidate profile
Allow to change user that added a candidate
Managing all talents
Managing all manually created activities and notes
JOBS
Creating and duplicating job
Editing job details
Creating, editing, deactivating, duplicating and publishing job posts
Allow reopening of closed jobs
Deleting job
Access only to your jobs
Access to all confidential jobs
Job confidentiality management
Jobs export to XLS
CRM
Adding clients
Deleting clients
Client localization
Client agreements
Client merger
Clients export to XLS
Sales activities
Sales activities export to XLS
Contact persons
Contact persons export to xlsx
USERS MANAGEMENT
Users creation and permission edition
HIRING MANAGERS MANAGEMENT
DEPARTMENTS MANAGEMENT
REPORTS
SETTINGS
General, System mailbox, Workflows, Job posts, Dictionaries, Tags, Fields configuration
Career page
Email and SMS templates
Email automations management
Permissions
Payment
Integration API
Zapier integration
Data import
Job import
Client import
Candidate import
Import settings
CALENDAR
HUNTOO (referral program)
huntoo - job posting
huntoo - settings
OTHER
Sending SMS
Downloading files, opening in separate tab, printing
Deleting files
Block users from managing tag list
Manage OLX account
Leave only Settings and Change password tabs on user profile
How to edit a permission group?
To edit a permission group, go to Settings > Permissions, then click on the name of the permission group you want to edit from the list available on the right.
Select or deselect the tabs or activities you want to add or remove from the permission group.
Remember to click Save when you have finished editing the permission group.
Where can you edit Hiring Managers' permissions?
Creating and managing user groups does not apply to the capabilities that Hiring Managers have in the system.
You decide their permissions by creating a new Hiring Manager account - giving them access to the system or not. You can find more information on this topic HERE
You can decide on the permissions of Hiring Managers with access to the system collectively under Settings > General Settings > Hiring Managers:
