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Roles and permissions explained

LiveRec EditorialUpdated

A role is a named set of permissions. Built-in roles are Owner, Admin, Hiring manager, Recruiter, Billing and Member. The Owner always has every permission. In Teams & permissions, open the Permissions tab to tick what each role can do, then choose Save changes.

Steps

  1. Open Teams & permissions, then the Roles tab. It lists each role with its Members count. Select a role to see its permissions and who holds it.
  2. Open the Permissions tab. Each row is a permission and each column is a role.
  3. Tick or untick a box, or use a section box to change a whole section at once.
  4. Choose Save changes. Restore defaults in a role's column resets that role to its built-in settings.
  5. For a role of your own, choose Add role on the Roles tab, name it, and either start from a built-in role or choose Custom and tick only what it needs. A company can have up to 25 custom roles.

Good to know

  • You cannot change the Owner, your own role, or give a role a permission you do not have yourself.
  • Sub-permissions are indented under their parent and stay off while the parent is off.
  • Sensitive areas such as billing, background checks, payroll and exports have their own permissions, so a role can have them separately.
  • Only team members who can manage the team can change permissions. Others see the grid read-only.