Role Application Privileges by Module

Jessica Dearing

April 01, 2025 14:02

Overview

In Evolve Recruitment Marketing (RM or Talemetry), each application has its own set of Privileges (assigned to user roles) that define a user's permissions within that application. Privileges determine what a person in a role can do in Evolve RM. A person can be assigned more than one role, and a user's privileges are the sum of the highest privileges for all their roles.

Examples:

User Role 1 allows the administrator scope of permissions in Source and Campaigns and the user scope of permissions in other applications.
User Role 2 allows the user scope of permissions for Career Sites and Source, and API access in other applications.

To create user roles that best fit your company’s business model, you need to know the scope of permissions within each privilege.

Audience

All users

Per Module Privileges

Agency

Privilege / Role	Functions	Notes
App Access	Agency talent list in Source/CRM Candidates in Agency filter in Source/CRM All Agency Sources option in the Source filter in Source/CRM The Manage Agencies option in Jobs, to send jobs to agencies	This application is available only for companies licensed in the Agency module.

Analytics

Privilege / Role	Functions	Notes
User	Access Analytics Application (Looker) Access Legacy Talemetry Dashboard (Team)	This privilege provides module-level access. Folder-specific report access may depend on the Report privilege in other modules. The user must be on at least one team to access the team dashboard.
Administrator	Access Analytics Application (Looker) Access Legacy Dashboard (Company) Access Legacy Dashboard (Team)	This privilege provides module-level access. Folder-specific report access may depend on the Report privilege in other modules. Administrators can choose a team or user on the team or Recruiter Dashboard.
Editor	Access Analytics Application (Looker) Create Reports in New Analytics (Looker)	This privilege provides module-level access, as well as the permission to create new/custom reports. Folder-specific report access may depend on the Report privilege in other modules.
API Access	No specific functions assigned to API access

Apply

Privilege / Role	Functions	Notes
Administrator	Applications Administration access Add/Edit Apply Settings Add/Edit/Delete Apply Workflows Add/Edit/Delete Apply Questions
Recruiter	No specific functions are assigned to the Recruiter
API Access	Add/Edit/Delete Apply Questions via API Sync

Broadcast

Privilege / Role	Functions	Notes
Administrator	Applications Administrator access Activate/Deactivate/Edit Auto-Broadcast settings for job lists Functions from other privileges Recruiter functions	Must have set up Broadcast on a job list (in user menu → Applications → Broadcast).
Recruiter	Broadcast/Unbroadcast/Update Broadcast/Rebroadcast Jobs View job broadcast status	Must have set up Broadcast on a job list (in user menu → Applications → Broadcast) The Broadcast features for recruiters depend on Jobs, so the user must have at least Recruiter access on Jobs as well.
Reports	Run Broadcast Reports	Must have set up Broadcast on a job list (in user menu → Applications → Broadcast).
API Access	POST (New Broadcast Job) PUT (Update Broadcast Job) DELETE (Unbroadcast Job) GET (Job Broadcast Status single job, multiple jobs) GET (list of job broadcast destinations) GET (Transaction Report URL, Administration Report URL)	Requires Evolve RM user OAUTH, SOAP, or REST interface available.

Campaign

Privilege / Role	Functions	Notes
Administrator	Applications Administrator access Manage Unsubscribe settings and lists Assign/Reassign Landing Page Functions from other privileges User functions
User	Create/Edit/Delete campaigns Create/Edit/Delete campaign URLs Create/Edit/Delete email templates	This privilege is required for users who need Recruiter access to Source&CRM (minimum).
Reports	Campaign Reports (Email)
API Access	No specific functions assigned to API Access
Mass/Drip Email	View all company mass emails from the Mass Message Management page
Single SMS	View/Add/Edit SMS Templates	The company can send SMS feature is required in Source.
Mass SMS	View all-company mass SMS from the Mass Message Management page	The company can send SMS feature is required in Source.
Assign Landing Page	Assign/Reassign Landing Page	A new feature Landing Page (EA) must be enabled on the Account Level.
Manage Templates	Set visibility on Email and SMS templates as public or private

Candidate Portal

Privilege / Role	Functions	Notes
Administrator	Applications Administrator access Change Candidate Portal Settings Configure Candidate Portal Translations Configure Authorization Email Settings

Intelligent Messaging (Canvas)

Privilege / Role	Functions	Notes
App Access	Evolve RM Text widget launcher and widget Source/CRM - Send Text menu item on Candidate slug and Profile Source/CRM - Send Text to Selected menu item on select candidate list	This application is available only for companies with the Canvas module, now called Intelligent Messaging.

Career Sites

Privilege / Role	Functions	Notes
Administrator	Applications Administrator access Maintain Permalinks Functions from other privileges Feature Editor functions Content Editor functions
Feature Editor	Create/Clone/Delete career sites Publish/Unpublish career sites Manage career sites (features, design, layout, content, media library) Edit site information Add/Clone/Edit/Delete/Publish/Unpublish themes Configure URL redirection See Talent Network Launcher URL Career Site Reports Career Site Advanced Analytics
Content Editor	Delete career sites Publish/Unpublish career sites Manage career sites (content, media library) Edit site information Career Site Reports Career Site Advanced Analytics Create/Edit/Delete Pages Create/Edit Landing Pages
Internal Career Site	Access (as a candidate/ visitor) any Career Site of type=Internal and Requires Authentication	This is the default privilege for the Employee role.
API Access	No specific functions assigned to API Access
Manage Landing Page	Create/Edit Landing Page on Career Site

Internal Mobility

Privilege / Role	Functions	Notes
Administrator	No specific functions are assigned to the Administrator at this time. Same as Recruiter
Recruiter	Access Internal Mobility Application in CRM Access Talent Assessment candidates/profiles in CRM View custom fields with Use for Internal Mobility setting on the Other Fields tab on the profile Download custom fields with Use for Internal Mobility setting on Candidates CSV
Reports	Run Internal Mobility Reports	This will control access to a folder under Talemetry called Internal Mobility in New Analytics. Reports will be added in future sprints.

Jobs

Privilege / Role	Functions	Notes
Administrator	Applications Administrator access Maintain Job Feeds Maintain Locations Maintain Custom/Standard Fields Maintain Mapping Group Maintain (Custom) Sources Add/Edit/Delete job lists Functions from other privileges User functions Edit Jobs functions	View Candidates in Jobs and perform actions over candidates in jobs requiring Source Recruiter privilege.
User	View jobs Share jobs Assign Jobs Assign Job to Me View candidates in jobs Perform actions over candidates in jobs Dashboard - Jobs widgets	View Candidates in Jobs and perform actions over candidates in jobs requiring Source Recruiter privilege.
Reports	Run Jobs Reports Run Apply Reports (if the Apply Workflow module is on)	This will control access to a folder under Talemetry called Internal Mobility in New Analytics. Reports will be added in future sprints.
API Access	POST - Add or Update Job, Archive Job DELETE - Delete Job
Edit Jobs	Edit Job postings View-only for Job Lists No admin rights to Job Lists (an important distinction) Add Job Add New Import jobs Archive Job Activate Job	Edit Jobs privilege cannot be used as a standalone; it must be combined with User privilege. Edit Jobs privilege does not allow Clone Jobs.
Confidential Jobs	View confidential jobs in Evolve RM Add candidates to confidential jobs Link emails/text messages, auto-emails, or auto-searches to confidential jobs View membership of candidates in confidential jobs	This is not a default privilege and is NOT automatically assigned to the Company Administrator role. It must be assigned to users who need access to confidential jobs.

Referrals

NOTE: If the referrals module is turned off, the referral incentive fields on the job are hidden; however, the data remains intact for reporting purposes.

Privilege / Role	Functions	Notes
Administrator	Applications Administrator access Maintain Referrals features Maintain Translations Maintain Notifications Maintain Incentive Groups Maintain Eligibility Rules Access Referrals Log View Referrals History, Referrals events Add/Update/Delete Referral Records View/Edit Referral Incentive Currency standard field on Job View/Edit Referral Incentive Amount standard field on Job Functions from other privileges Recruiter functions
Recruiter	Access Referrals Application in CRM Access Referrals candidates/profiles in CRM View Referral Incentive Currency standard field on Job (read-only) View Referral Incentive Amount standard field on Job (read-only) Access to the Referrals CRM filter
Reports	Run Referrals Reports	This will control access to a folder under Talemetry called Referrals in the New Analytics. Reports will be added in future sprints.

Source

Privilege / Role	Functions	Notes
Administrator	Applications Administrator access Maintain Engagement Score Maintain Custom Fields Maintain Custom Filters Edit Standard Fields Maintain Configure Filters Maintain company-wide Job Board Licenses View Re-Engagement Rules Maintain Reviewer Settings Maintain Company Tags View Zero-Click Sourcing Functions from other privileges Recruiter functions View searches owned by other Source users in the company View folders owned by other Source users in the company Edit Candidate, including Custom/Standard fields Add/Remove Audience Type and Lifecycle State Add/Remove non-resume attachments on candidates View imports done by other Source users in the company Activate/Edit/View Company-wide Auto Searches Manage Company-wide Auto-Searches Manage Auto-Email Search real-time job boards View all review requests in the company View all Mass Email and Mass SMS records in the company	Company-wide auto-searches require the auto-search privilege. The Auto-Search feature must be enabled for the company to use any of the Auto-search capabilities. Candidate profiles can be viewed without authentication features, which must be enabled for the company to use Copy Public Profile URL.
Recruiter	Run/Save/Save As/Edit/Share/Delete/Rename searches Perform actions over candidates returned in searches Add/Remove from Job Add/Remove from Folder Download Resume Add/Update/Remove Notes Add/Remove Tags Add Resume Hide/Unhide Candidate (from current context) Change Stage Copy Public Profile URL Email candidates (small configurable limit) View activities for candidates returned in searches Create/Share/Rename/Delete folders Work with candidates in folders Create candidate Import CSV/ZIP of candidates View all imported candidates for the company View imports done by other Source users in the company View company-wide lists of Talent Network applicants Manage my job board licenses Manage Auto-Email (own folders only) Search real-time job boards	Enable Auto-Search feature must be enabled for the company to use any of the Auto-search capabilities. Candidate profiles can be viewed without authentication features, which must be enabled for the company to use Copy Public Profile URL.
Reports	Run Activity reports Run Profile reports Run Agency reports (if the Agency module is on)
API Access	Create/Update/Delete profiles Get profiles created within the specific time range Get profiles updated within the specific time range Get a profile with the specific ID Create/Delete lists of values used in ERP filters
Upload to ATS	Upload a candidate to the ATS	ATS integration must be configured for the user.
Export Data	Download CSV	Allow customers to download data to CSV from candidate lists feature must be enabled for the company.
Desktop Tools	Get my desktop Tools key Download desktop tools installers Get a desktop tools email address Import via Desktop Tools (Chrome Plugin, IE Add-In) Import via Desktop Tools (Email)	Allow the company to use the Desktop Tools feature must be enabled for the company. Allow the company to import resumes via email features must be enabled for the company to access the email desktop tools.
Auto Search	Activate/Edit/View my Auto Searches Manage my Auto Searches	Enable Auto-Search feature must be enabled for the company.
Mass/Drip Email	Send Mass Email or send Email All on lists of up to 1000 candidates Create Email Campaigns, add/remove recipients
Single SMS	Send SMS to single or multiple selected candidates (not required for Canvas text messaging)	The company can send SMS feature is required in Source.
Mass SMS	Send Mass SMS Add to Text Campaign (Intelligent Messaging)	The company can send SMS feature is required in Source.
Reviewer	Get candidates for review Access the Reviewer Center	Users can send candidates for review feature is required in Source.
Review Assignment	Send candidates for review Access the Reviewer Center	Users can send candidates for review feature is required in Source.
Change audience type	Update Audience Type on existing candidates Add Audience Type on imports (New Import (Zip/CSV), New Candidate, Desktop Tools, Email Import) Add Audience Type on auto-searches	View Audience Type feature is required in Source.
Change lifecycle state	Update the Lifecycle State of existing candidates Add Lifecycle State on imports (new Import (Zip/CSV), New Candidate, Desktop Tools, Email Import) Add Lifecycle State on auto-searches	View Employment Life Cycle State is required in Source.
Edit Candidate info	Edit the candidate's contact details, work and education history, summary, and objectives
Edit Candidate Other Fields	Edit custom and standard fields on the candidate
Delete candidate	Delete candidate Delete single profile
Forward emails	Get an email where to forward the correspondence with candidates to link it to the candidate's profile in Talemetry
Visitor pool	Access to the Visitors pool on the left navigation panel	Recruiters can see visitor pool feature is required in Source.