Configure User Roles

Overview

This playbook covers how to configure the default permissions for each non-admin user role in Leadline.

A user role is a set of permissions configured for a specific group of users. Configuring a role here sets the defaults for everyone assigned to it; individual users can still have their own permissions adjusted separately, which will override what's configured here.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

→ See 124 - User-Roles and 125 - User-Permissions for full product knowledge on how roles and permissions differ.

→ See 1101 - Update-User-Permissions for instructions on adjusting permissions for an individual user instead of a whole role.

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How Do I Configure User Roles?

1. Navigate to Admin Hub > User Roles. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
2. Select the role whose permissions you'd like to update from the Role dropdown (Company Administrator, Hiring Manager, or Recruiter). The Company Administrator role cannot be customized.
3. Use the tabs — Positions, Submissions, Landing Pages, Job Boards, CRM, Benefits, Messaging, Workflows, and Reporting — to configure what that role can do in each area. Each tab contains its own set of permissions, with controls such as Yes/No choices, Yes/View Only choices, or a choice between a few options, depending on the permission.
4. Optionally, click "Rename" next to the Role dropdown to rename the role.
5. Click "Save" to apply your changes.

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the User Roles section
124 - User-Roles — Learn about user roles and how they differ from individual user permissions
125 - User-Permissions — Learn about user permissions and how they are structured
1101 - Update-User-Permissions — Instructions for adjusting permissions for an individual user