After adding the new user and setting their responsibility as either an Administrator or Director, Manager, Consultant or Researcher. It's time to configure what a user can do inside Vincere.

Please note that only Administrators will be able to access

Marketplace
Admin Settings
User Management
Export to CSV (In advanced search)

CRM

CRM

When this is toggled off for a user, this user won’t be able to:

Access to Company and Contact details
Access to the main table view of Company and Contact data
Access to the quick add Company and Contact
Update Company and Contact data

Company:

If CRM permission is on, but Company permission is turned off for a user, the user won’t be able to:

Access to Company details
Access to the main table view of Company.
Access to the quick add Company.
Update with Company data

Permission	What it enables and further options
Add or Edit Departments	Show option in Company details, Departments: Add Department. Edit Department. Delete Department.
Delete Companies	Show action, Delete from Company Action list. Note: To prevent accidental record deletions, you should not enable this for non-admins. If you delete a record, we can not restore it.
Bulk update ownership	Show action Update ownership from the Company Action list.
Edit Brands	Update company brands from Company details, Groups/ Brands in Groups tags and locations.
View or Edit Company Document Checks:	Show Document Check tab from Company Profile.
Edit Company Billing:	Can edit company billing information in company location information.
Company Compliance	Users without this permission will have the company compliance field greyed out for them in the company quick view and summary page.

Contact:

If CRM permission is on, but Contact permission is turned off for a user, the user won’t be able to:

Access to Contact details
Access the main table view of Contact.
Access the quick add Contact.
Update with Contact data

Permission	What it enables and further options
Add or Edit Departments	Enable dropdown for field Department in Contact details.
Delete Contacts:	Show action Delete from Contact Action list. Note: To prevent accidental record deletions, you should not enable this for non-admins. If you delete a record, we can not restore it.
Bulk update ownership	Show action Update ownership from the Contact Action list.
Edit Brands	Update company brands from Contact details, Groups/ Brands in Groups tags and locations.

Job Lead:

Job Lead table is shown as a part of CRM menu; however, Job Lead permission will depend on how the permission of Job entity is set. However, if the whole CRM Permission is turned off, users won’t be able to find a way to access Job Leads.

ATS

ATS:

When this permission is turned off for a user, this user won’t be able to:

Access to the whole ATS tables including Job, Candidate, Application stages and Renewal stage.
Access to the quick add Job and Candidate.
Update Job and Candidate, Application data
Book Candidate to shift.

Application Stages:

The permission of Application is followed by the Job and Candidate permission, if users don’t have both permission on Job and Candidate, they cannot shortlist candidate, move stages or edit placement details.

Job:

When this permission is turned off for a user, this user won’t be able to:

Access to Job details
Access to the main table view of Job data.
Access to the quick add Job or any area that user can add new job.
Update Job data.
Interact with Application like: Shortlist candidate, move stages, edit placement details. Book Candidate to shift

Permission	What it enables and further options
Delete job	Show action Delete from the Job Action list. Note: To prevent accidental record deletions, you should not enable this for non-admins. If you delete a record, we can not restore it.
Show Booked Fee in Jobs table	Show Booked Fees from Jobs Stats in Jobs Table.
Bulk update ownership	how action Update ownership from the Job Action list.
Edit Brands	Update company brands from Job details and Groups/ Brands in Groups tags and locations.
Show Booked fee in Jobs table	Show/hide Booked Fees from Jobs Stats in Jobs Table

Candidate:

When this permission is turned off for a user, this user won’t be able to:

Access to Job details
Access to the main table view of Job data.
Access to the quick add Job or any area that user can add new job.
Update Job data.
Interact with Application like: Shortlist candidate, move stages, edit placement details.
Book Candidate to shift

Permission	What it enables and further options
View and edit Onboarding	Show Onboarding Fields and Billing Options from Onboarding tab in Candidate’s Profile.
Edit Brands	Update company brands from Candidate onboarding tab.
Talent Pools	TBA
Edit CVs/Resumes	TBA
Bulk update ownership	Show action Update ownership from Candidate Action list.
Mark a CV as Latest CV	If this is unticked, the user cannot tick the box under Latest CV in the Files Tab
Edit Placement	Allows/restricts access to edit placement details
Archived Candidates	Show Archive candidates in the action list

PAY AND BILL SETTINGS

This permission only applies specifically to Invoice Items inside the Invoice. This will not affect the permission to see the invoices in the Pay & Bill screen. The permission to see invoices can be set here

Permission	What it enables and further options
Edit Invoice Items	Only users with "edit invoice item" permission can edit the invoice items of Approved invoices. Users with no permission cannot edit the invoice item and would not be able to add new row items. They still can edit some of invoice data as invoice date, terms

DEAL

As same as Job Lead, Deal table is the part of the CRM; however, Deal permission would be setup in a marketplace. Even when the CRM is turned off, if users have permission to use Deal, they can still be able to access Deal table.

Permission	What it enables and further options
Delete Deals	Enable the Delete deals option in the Deals action list.

INTELLIGENCE

Goal Permission

This determines the user's option to change the goals and set targets.

Permission	What it enables and further options
Not allowed to Set Goals	Cannot set goals.
Configure only for Self	Can only set goals for themselves.
Configure for team and self	Can only set goals for their team, including themselves.
Configure for all users	Can set goals for all the users.

Analytics Settings

Applies to the access in the Intelligence suite

Permission	What it enables and further options
Refresh Data	Gives permission to a user to refresh Intelligence dashboards. Note: This action can be done once every 30 minutes. If you choose the Refresh Current Dashboard option, you’ll still be able to refresh any other dashboard during this timeframe. This refresh wait time is shared between all the users.

Analytics Basics

Allows the user to see further dashboards.

User Engagement
TV Dashboard
The Forecaster
Fees

Analytics Basics Download

Allow the user to download and export the filtered data of the following dashboards

User Engagement
TV Dashboard
The Forecaster
Fees

Note: You can download by clicking the download button in the top right of the Intelligence suite:

Analytics Advanced

Allow the user to see the additional dashboards in the intelligence suite:

Goal Dashboard.
Hot Lists.
Lead & Candidate Sources.
Pipeline Activity.
Company stats.
Job Stats.
The Forecaster
AI Coach.
Future Fees.
My Dashboard.
GDPR Compliance.
Invoices.
Engagement Hub.
Temps & Contractor.
Data Integrity.
AWR Report.
Intermediaries Report.

Analytics Advanced Download

Allow the user to download and export the filtered data of the following dashboards:

Goal Dashboard.
Hot Lists.
Lead & Candidate Sources.
Pipeline Activity.
Company stats.
Job Stats.
The Forecaster
AI Coach.
Future Fees.
My Dashboard.
GDPR Compliance.
Invoices.
Engagement Hub.
Temps & Contractor.
Data Integrity.
AWR Report.
Intermediaries Report.

Note: You can download by clicking the download button in the top right of the Intelligence suite:

Mobile App

Allow the user to download and login to the Mobile app

Permission	What it enables and further options
CRM	Companies Contacts Job l Leads
ATS	Jobs Placements Candidates Applications
Comms	Chat Groups SMS Notifications Shout-Outs
Analytics	Activities Fees

Settings

Main Menu Settings

This option helps you configure the icons displayed in the left-hand side panel of your Vincere Site.

Set up Menu Settings: Allows you to show or hide icons and arrange how the icons display:
- There are two menus. The Main menu and the Show More menu.
- Menu hints: Use the toggle to show or hide menu items, and change the order by dragging and dropping menu items.
- You can drag and drop items to the Show More menu on the right. The Show More menu is always at the bottom of the main menu.
Edit Menu: This shows the Edit Menu option. This allows the user to rearrange, show or hide the icons for their login user interface.

Settings

Permission	What it enables and further options
Location Settings	Show/hide Location settings tab in Groups, Tags & Locations
Mail Template Settings	Show/hide Email templates in Settings
Industry Settings	Show/hide Industry settings tab in Groups, Tags & Locations
Functional Expertise Settings	Show/hide Functional Expertise settings tab in Groups, Tags & Locations
Document Builder Settings	Show/hide Document builder in Settings menu
Data Import	Show/hide Data Import in Settings menu
Data Export	Show/hide Data export in Settings menu
SMS Template Settings	Show/hide Message templates in Settings menu
Shift Scheduler Settings	Show/hide Shift Scheduler in Settings menu

Others

Permission	What it enables and further options
Interview Feedback	TBA
Email System	TBA
Notify Supervisor When User Creates A New Fee Model	TBA Note: Please note that this feature is not yet a working feature
Job/Candidate Search	TBA
Tasks & Meetings	TBA
Document Verifiers	Restrict or allow user access to verify compliance docs
Data Export	Restrict or allow use of Data Export Scheduler & Export to CSV in the Advanced Search Note: Export to CSV is for admin users only
Schedule Interviews	TBA
Add/Delete Fee Models	Allows user to Add/Delete Fee Models

TIMETEMP

Enable settings in Timetemp.

Permission	What it enables and further options
Activate in TimeTemp	Enables the user to log on to https://app.timetemp.io/login using their Vincere login.
Make Recruiter Admin	Allows user to login as Recruiter admin.
Quick Add Timesheet	Allows the user to use the quick add timesheet on behalf of the contractor.

*TBA means to be announced