Managing User Roles

You can view and manage all user roles from the System Configuration module via an Administrative Login.

Common Tasks

1. View existing user roles
2. Change permissions for a user role
3. Delete a user role

1. View existing user roles

To view all user roles created in the database follow these steps via a user login having administrative privileges:

a. Point to the Tools menu and select 'System Configuration'.
b. In the System Configuration Navigator, expand 'User Management' and click on the 'User Roles' data view.
c. The right-hand pane will display list of all system provided and custom user roles configured in the database.
d. Click on a user role to view its details.

2. Change permissions for a user role

To change permissions for a user in the database follow these steps via a user login having administrative privileges:

a. Point to the Tools menu and select 'System Configuration'.
b. In the System Configuration Navigator, expand 'User Management' and click on the 'Users' data view.
c. The right-hand pane will display list of all user accounts configured in the database.
d. Click on the user account for which to change permissions. The user account detail page will come up.
e. Scroll down to the permissions section and make changes in the relevant categories of permissions i.e. Candidates, Recruitment Workflow, Business Relationships, Productivity, etc.

f. To deny a permission for the user, check the checkbox beside a permission. You would see that the green dot has changed to red. You can similarly move through each tab and deny accessibility to a user for specific product features.

g. Click on the 'Save' button to save your changes.

 3. Delete a user role

Follow these steps via a user login having administrative privileges:

a. Point to the Tools menu and select 'System Configuration'.
b. In the System Configuration Navigator, expand 'User Management' and click on the 'User Roles' data view.
c. The right-hand pane will display list of all user roles configured in the database.
d. Tick the checkbox next to a user role to delete and point to the 'Edit' menu. Select the 'Delete' option. Click on OK to confirm.