Leadline DocsUser Roles
Overview
This document covers everything you need to know about User Roles in Leadline — what they are and what the default roles can do.
→ See 102 - Admin-Hub for more information on the Admin Hub and how user roles are managed there.
→ See 125 - User-Permissions for more information on user permissions and how they relate to user roles.
What is a User Role?
A user role is a pre-configured set of permissions that can be quickly assigned to a user. Rather than configuring permissions individually for every user, roles allow administrators to define a permission template once and apply it to any user in that role. Individual permissions can still be overridden at the user level if a specific user needs access beyond what their assigned role allows.
→ See 125 - User-Permissions for more information on user permissions and how individual overrides work.
Why Do User Roles Exist?
User roles exist so that administrators can add large numbers of non-admin users and quickly configure their permissions without having to do so on an individual basis. Roles allow administrators to define a standard permission set once and apply it consistently across all users in that role.
What User Roles Are Available in Leadline?
Leadline has three default user roles:
- Company Administrator (Admin)
- Hiring Manager (Non-Admin)
- Recruiter (Non-Admin)
Non-admin role names can be renamed and individual permissions within each non-admin role can be configured to match your organization's needs.
→ See 1116 - Configure-User-Roles for instructions on how to configure user roles.
What is a Company Administrator?
A Company Administrator is a user with unrestricted, full access to the platform at all times. Company Administrators are responsible for setting up and configuring the platform so that distribution to non-admin users is seamless and the Leadline product is tailored to the organization's existing process — augmenting and optimizing their recruiting efforts.
The Company Administrator role cannot be customized. Company Administrators always have full access regardless of any role or permission configuration.
What is a Recruiter?
A Recruiter is one of the three default user roles available out of the box. Recruiters have fewer restrictions on their user permissions compared to Hiring Managers. They are typically the users involved in the position creation, configuration, posting, advertising, sourcing, and screening stages of the recruitment process.
→ See 125 - User-Permissions for more information on the default permissions assigned to the Recruiter role.
→ See 1116 - Configure-User-Roles for instructions on how to customize Recruiter permissions.
What is a Hiring Manager?
A Hiring Manager is one of the three default user roles available out of the box. Hiring Managers have the most restrictions on their user permissions of the two non-admin roles. They are typically the users who make the final decision on whether to hire a candidate during the hiring process.
By default, Hiring Managers are not involved in position creation, posting, page assignment, candidate sourcing, or the screening process — however this varies from organization to organization and can be adjusted through role permission configuration.
→ See 125 - User-Permissions for more information on the default permissions assigned to the Hiring Manager role.
→ See 1116 - Configure-User-Roles for instructions on how to customize Hiring Manager permissions.
Can User Roles Be Customized Beyond the Three Defaults?
No. Leadline currently has three total user roles and no additional roles can be created. The Company Administrator role cannot be customized — it always has full unrestricted access to the platform. The Hiring Manager and Recruiter roles can be customized with individual permissions to match your organization's needs.
→ See 1116 - Configure-User-Roles for instructions on how to customize role permissions.
Can a User Have More Than One Role?
No. Users can only be assigned one role at a time. If a user's access needs change, their role can be updated or their individual permissions can be overridden.
→ See 1115 - Assign-User-Role for instructions on how to assign or update a user's role.
→ See 1101 - Update-User-Permissions for instructions on how to override individual user permissions.
Can You Have More Than One Company Administrator?
Yes. There is no limit to the number of Company Administrators within an organization. You can have as many Company Administrators as needed.
How is a User Role Assigned to a User?
→ See 1115 - Assign-User-Role for instructions on how to assign a user role.
Where Are User Roles Configured?
User roles are configured in the User Roles tab of the Admin Hub. You must be a Company Administrator to access and manage user roles.
→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.
→ See 1116 - Configure-User-Roles for instructions on how to configure user roles.
Related Topics
102 - Admin-Hub — Learn about the Admin Hub and how user roles are managed there 125 - User-Permissions — Learn about user permissions and how they differ from user roles 1101 - Update-User-Permissions — Instructions for updating permissions for an individual user 1115 - Assign-User-Role — Instructions for assigning a user role to a user 1116 - Configure-User-Roles — Instructions for configuring default permissions for non-admin user roles 101 - Platform-Links — Direct link to the Admin Hub