All about User Permissions in Vincere 🔐

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.

Click on the link ⏬ to skip to the section you're interested in:

To access User Permissions in Vincere, follow these steps:

When this feature is toggled off for a user, that user won’t have access to:

👉 If CRM permission is on, but Company permission is turned off for a user, the user won’t be able to Add or Edit Departments, Delete Companies, Bulk update ownership, Edit Brands, View or Edit Company Document Checks, Edit Company Billing and Company Compliance and vice versa.

For more details about the functionality of each feature in the Company section, please have a look ⏬

👉 If CRM permission is on, but Contact permission is turned off for a user, the user won’t be able to Add or Edit Departments, Delete Contacts, Bulk update ownership, Edit Brands, and vice versa.

For more details about the functionality of each feature in the Contact section, please have a look ⏬

Job Lead table is shown as a part of CRM Menu, but access to Job Leads depends on the permission settings for the Job entity. If CRM Permission is turned off entirely, users won’t find a way to access Job Leads.

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

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

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

For more details about the functionality of each feature in the Job section, please have a look ⏬

👉 When this permission is turned off for a user, this user won’t be able to View and edit the Onboarding of Candidates, Edit Brands, create Talent Pools, Edit CVs/Resumes, Bulk update ownership, Mark a CV as Latest CV, Edit Placement, see Archived Candidates and Edit Compliance Note Filed and vice versa.

For more details about the functionality of each feature in the Candidate section, please have a look ⏬

👉 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 ⏬

👉 Just like the Job Lead table, the Deal table is part of the CRM. However, Deal permissions are set up in Marketplace. Even if the CRM is turned off, users with Deal permissions can still access the Deal table.

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

👉 This applies to access in the Intelligence suite

👉 Allows the user to see further dashboards.

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

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

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

👉 Allow the user to download and login to the Mobile app📲

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

For more details about the functionality of each feature in the Settings section, please have a look ⏬

👉 When this permission is turned off for a user, this user won’t be able to do Interview Feedback, Job/ Candidate search, schedule interviews, access Email system, view Tasks & Meetings, add/ delete Fee Models, Notify Supervisor when User Creates A New Fee Model, set up Document Verifiers, Edit compliance level filed and vice versa.

For more details about the functionality of each feature in the Others section, please have a look ⏬

Enable settings in Timetemp you will be able to ⏬