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Special Roles & Permissions Overview

Updated over a month ago

Roles in Recruitera help you control what each team member can see and do inside the system. Instead of giving everyone full access, you can assign permissions based on their responsibilities — keeping your data secure and your hiring process organized.

Each role includes a set of permissions that define how the user interacts with candidates, jobs, workflows, and company settings. Admins can use predefined roles or create custom ones that match their organization’s structure.

Why Roles Matter

Using roles allows you to:

  • Protect sensitive hiring data

  • Ensure each user only sees the jobs and candidates they should

  • Control who can take actions like moving candidates, sending emails, or editing jobs

  • Standardize access for recruiters, hiring managers, and leadership

  • Support teams of any size with scalable permission management

How Permissions Work

Permissions are grouped into categories to keep things simple:

  • General — Basic access such as viewing candidates, adding profiles, or accessing reports

  • Workflow — Actions inside the candidate pipeline like move, disqualify, delete, and send interviews

  • Features — Access to templates, workflows, and configuration tools

  • Company — Organization-wide settings like jobs, career page, roles, and team members

  • Add-ons — Enterprise features such as requisition and manpower planning

Each role can have any combination of these permissions enabled or disabled.

Using Roles in Recruitera

Admins can:

  • Use default roles like Admin, Hiring Manager, and Recruiter

  • Create new custom roles tailored to their process

  • Modify permissions at any time

  • Assign users to one or multiple roles

Users inherit all permissions from the role(s) they belong to.

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