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

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

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  • 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

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.

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

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