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Roles & Rights in the CRM

In this article, we will briefly introduce these different types and describe the possibilities for granting rights.


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Administrator

mostly project managers, sponsors and key users of the platform.

The administrator has unrestricted access to the platform. All setting options are open to him:

  • Creating and inviting new recruiters or managers
  • Allocation of recruiter rights (incl. deletion)
  • Administration of all pools (create/edit/delete)
  • Administration of talent fields (create/assign/edit)
  • Administration of automation rules
  • Management of talents (communication/consent/editing)
  • Managing forms (create/edit/delete)
  • Editing of consent texts
  • Retrieval of reports

Recruiter

Recruiting-Team

The recruiter has the following permissions:

  • Manage private pools (create/edit/delete)
  • Viewing public pools
  • Use of forms
  • Managing talents (communication/consent/editing)
  • Sending campaigns

Super Recruiter 

NEW! 

Super - Recruiters have the same rights as administrators, but cannot manage user/access rights. However, they can see who has which rights. 

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How to become a recruiter?

  1. The administrator sends a direct invitation with simultaneous assignment of rights to the new user.
  2. A user can also be subsequently assigned recruiter status by the support

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Manager

are Hiring Manager, externe Recruiter, etc.

Managers have the following rights:

  • Pool view only
  • View all public pools
  • View the pools shared with him/her
  • Edit talents in the pools he/she has access to

How to become a manager?

The administrator sends a direct invitation to the new user along with the granting of rights.

A user can also be given manager status at a later date. (See image - how to become a recruiter).