Overview
A user role in Evolve Recruitment Marketing (RM) defines a set of access privileges that will be granted to all role members. A role can control access to one or multiple modules with different sets of privileges. Some modules have a generic App access privilege that gives all users with that privilege the same level of access to that module. You may add or remove privileges to the standard roles or create your own roles. A user can have one or more roles.
Role Options
Default roles in Evolve RM include:
- Recruiter - This is a default role that should be assigned to general recruiter users of the system.
- Company Administrator - This is a special role, the only one to have access to the Admin console for all applications, including access to Users, Roles, and Teams. This role gets access to a module as soon as the module is enabled for the account, and the access cannot be revoked while the module is enabled. Set the Admin Application Access flag on a role to give another role access to the Admin console.
- Reviewer - This is a special limited access role that is meant to be used by people who will be reviewers (or hiring managers).
- Employee - This is a special limited-access role meant for access to internal Career Sites (that require authentication). It should be the default role for users created via SAML integration. Users whose only role is Employee don't appear on the lists of users in Source/CRM (e.g., from the User field on Send Email pages, etc.).
Audience
Admin
Add or Edit Roles
Navigate to the user menu, then click Users.
Click Roles.
Click Add Role to create a new role or Edit beside an existing role to make changes.
Each role has the following:
- Name - The display name for the role. NOTE: If you edit an existing role, the name will already be listed.
- Description - Additional information about the role.
- Default Role - The single default role assigned to newly created users in the company. This is typically the Recruiter role, which is predefined and is the default.
- Admin Applications Access - With this option selected, users in this role will have access to the Applications Settings Administration for applications where they have the Administrator privilege. NOTE: This option is available for custom roles only.
- A list of applications where the role provides access to and privileges in each application, including the basic level of access and any specific privileges available for some applications.
Continue to the Applications section.
Applications
In this section, select the applications to which the role will give access and the privileges in each application.
- Allow access - Toggle this control for the applications you need to make available for the role.
- Add Privileges - Select the access level and specific privileges (if any) from the list of privileges available for the application. NOTE: Ensure thu always select the privilege level (Admin or User/Recruiter) for each enabled application and any specific privileges.
Continue to the Privileges section.
Privileges
Within a role, you can add or remove privileges for each application. A Privilege is a set of allowable actions in an application assigned to a user role.
Most applications have four default privileges:
- Recruiter or User – Typical user access to the features of that module.
- Administrator – Full access to all features of that module. No access to the Admin console unless the role has an Admin Application Access flag.
- Reports – Allows access to the associated reports of that module.
- API Access – Allows calling the API; no access is needed to log in and use that module.
For more insight into the privileges within each user role, see Role Application Privileges by Module.
Delete Role
To delete a role, navigate to your user menu > Users > Roles.
Click Delete next to the role.
NOTE: You cannot delete a role if there are users assigned.