Managing User Permissions in Vincere
User permissions in Vincere play a crucial role in determining the actions and access levels granted to different users within the system. Configuring permissions properly helps maintain security and align user roles with their responsibilities.
Overview of User Permissions
Customizable user permissions allow administrators to define what actions specific users can perform. This ensures that users have access only to the features necessary for their role, promoting operational efficiency and data security.
Permissions for Placement Management
Enabling and Updating Permissions for Editing Placements
To allow a user to edit placement details, follow these steps:
Navigate to Settings, and click on User Management.
Click on the user’s name to access their profile.
Go to the Permissions tab.
Scroll down to the ATS Section and locate section 3. Candidates.
Enable the option labeled Edit Placement.
Save the changes.
Implications of Disabling the 'Edit Placements' Permission
If the Edit Placement permission is not enabled, the user will no longer be able to modify placement details. However, they can still:
Move candidates to placement stages.
Create new placements.
Permissions for Exporting Data
Export Permissions Overview
To export contacts and candidates in Vincere, a user must have the Administrator User Role assigned to their account. Without this role, the export functionality will not be available. Users without this permission should contact their administrator to request that their role be updated. This Administrator Role requirement ensures an additional layer of security for data handling by restricting export abilities to authorized personnel.
Steps for an Admin to Grant Export Permissions
If you are an administrator, follow these steps to assign the Administrator User Role to a user:
Navigate to Settings > User Management.
Locate and open the user’s profile.
From the User Role dropdown menu, select Administrator.
Save your changes.
Instruct the user to sign out and sign back in for the changes to take effect. Once the role update is complete, the user can access the export CSV function through Advanced Search for contacts or candidates.
Best Practices for Setting Permissions
Regularly Review Permissions: Periodically audit user roles and permissions to ensure they align with current job responsibilities.
Grant Minimal Access: Only provide the permissions necessary for a user to perform their job functions to avoid potential data security risks.
Communicate Changes: Inform users of any updates to their permissions to avoid disruptions in workflow.
By understanding and configuring permissions effectively, administrators can ensure the Vincere platform is used securely and efficiently, aligning with the organization's operational and security needs.