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:
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Delete Companies |
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 |
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 |
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ATS |
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Comms |
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Analytics |
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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 |
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 |
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