User Permissions in Vincere control what each team member can see and do within the platform.
After adding a new user and assigning their role (Administrator, Director, Manager, Consultant, or Researcher), it's essential to configure their access rights through the User Permissions section.
Please note that only Administrators will be able to access 👇
Marketplace.
Admin Settings.
User Management.
Export to CSV (In advanced search).
Click on the link ⏬ to skip to the section you're interested in:
ATS.
3.1 Application Stages.
3.2 Job.
3.3 Candidate.DEAL.
INTELLIGENCE.
6.1 Goal Permission.
6.2 Analytics Settings.
6.3 Analytics Basics.
6.4 Analytics Basics Download.
6.5 Analytics Advanced.
6.6 Analytics Advanced Download.
6.7 Mobile App.
⭕ How to go to User Permission?
To access User Permissions in Vincere:
Navigate to Settings, then click on User Management.
Choose between the USERS tab or the USER ROLES tab.
USERS Tab: Modify permissions for individual users by clicking into their profile and selecting "Permission."
USER ROLES Tab: Set permissions in bulk for predefined roles like Administrator, Consultant, Director, Manager, and Resourcer.
📋 Important Note: Permissions setup applies only to users created after the roles have been configured.
⭕ CRM
When this feature is toggled off for a user, that user won’t have access to:
Company and Contact details.
Main table view of Company and Contact data.
Quick add Company and Contact Functionality.
Updating 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 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 ⏬
Permission | What it enables and further options |
| Show option in Company details, Departments:
|
| Show action, Delete from Company Action list.
|
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 the Document Check tab from the Company Profile. |
Edit Company Billing | Can edit company billing information in the company location information. |
Company Compliance | Users without this permission will have the company compliance field greyed out for them in the company's 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 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 ⏬
Permission | What it enables and further options |
Add or Edit Departments | Enable the dropdown for the field Department in Contact details. |
Delete Contacts: | Show action Delete from Contact Action list.
|
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:
The Job Lead table is shown as a part of the 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.
⭕ 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 and vice versa for all.
Application Stages:
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.
Job:
👉 When this permission is turned off for a user, this user won’t be able to:
Access to Job details and delete the job.
Access to the main table view of Job data.
Access to the quick add Job or any area where the user can add a new job.
Update Job data.
Interact with Application like: Shortlist candidate, move stages, edit placement details. Book Candidate to shift
See the Booked Fee in the Jobs table, Bulk update ownership, Edit Brands, and vice versa.
For more details about the functionality of each feature in the Job section, please have a look ⏬
Permission | What it enables and further options |
Delete job | Show action Delete from the Job Action list.
|
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 the booked fee in | 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 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 ⏬
Permission | What it enables and further options |
View and edit Onboarding | Show Onboarding Fields and Billing Options from the Onboarding tab in the Candidate’s Profile. |
Edit Brands | Update company brands from the Candidate onboarding tab. |
Talent Pools | TBA. |
Edit CVs/Resumes | TBA. |
Bulk update ownership | Show action Update ownership from the 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. |
Edit Compliance Note Filed | Edit Candidate Compliance Note filed. |
⭕ 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.
|
⭕ DEAL
👉 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.
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
👉 This applies to access in the Intelligence suite.
Permission | What it enables and further options |
Refresh Data 
|
|
⭕ 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:
|
|
⭕ Analytics Advanced Download
👉 Allow the user to download and export the filtered data of the following dashboards:
|
|
📋 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 log in to the Mobile app📲
Permission | What it enables and further options |
CRM |
|
ATS |
|
COMMS |
|
ANALYTICS |
|
⚙ 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. For Tasks and Meetings visibility, verify that these icons are enabled and properly positioned in the Main and Show More menus.
Edit Menu: This shows the Edit Menu option. This allows the user to rearrange, show, or hide the icons for their login user interface. Additionally, use the Edit Menu Icon in the Navigation Bar settings to ensure visibility for Tasks and Meetings by enabling or positioning the icons as per organizational needs.
For more details about the functionality of each feature in the Settings section, please have a look ⏬.
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 the 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
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 the 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 field and vice versa.
If visibility issues persist after adjustments, ensure that permissions are saved, check for app updates, and contact Vincere support for further assistance.
For more details about the functionality of each feature in the Others section, please have a look ⏬
Permission | What it enables and further options |
Interview Feedback | TBA. |
Email System | TBA. |
Notify Supervisor | 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. |
Edit Compliance Level Field | If enabled, it will allow the ability to edit the "Compliance Level" within both Jobs and Companies Profiles. |
📋 Note: TBA means to be announced.
⭕ TIMETEMP
Enable settings in Timetemp, you will be able to ⏬
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 the user to login as a Recruiter admin. |
Quick Add Timesheet | Allows the user to use the quick add timesheet on behalf of the contractor. |
Happy Recruitment #TheVinnyWay🤩