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Templated User Roles
Jason avatar
Written by Jason
Updated over 7 months ago

Interested in creating User Roles?

Note: Before proceeding, please be aware that only users with the Administrator role will have access to Settings and the option to export data via CSV.

And now here is what you're waiting for 'Introducing an innovative method for managing user roles! Let's dive in together ⏬

  • Administrators now have a streamlined process for updating and managing user permissions, making it significantly easier and more efficient.

Head over to Settings > User Management > User Roles

This gif showing how to view User Roles in the system by Head over to Settings > User Management > User Roles

👉 Here, Admins can create new user roles or edit existing ones.

1. Add a new User Role

To create a new user role, click on the plus sign labeled 'Add New User Role.' Fill in all the necessary information and specify the permissions and access levels you want the user to have.

This gif showing how to add a new User Role by clicking on the plus sign labeled 'Add New User Role.' Fill in all the necessary information and specify the permissions and access levels you want the user to have.

2. Edit User Roles

Configure a template with preset permissions and apply the User Role in bulk.

This gif showing how to edit User Roles and Configure a template with preset permissions and apply the User Role in bulk.

There are five default User Roles:

  1. Administrator

  2. Consultant

  3. Director

  4. Manager

  5. Resourcer

When an Admin applies any of these Roles, they can either edit the Role or change permissions in the consultant’s Permissions tab.

Note: These changes apply to users who were created or given permissions before you updated and edited the user roles.


Happy Recuitment #TheVinnyWay🤩

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