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Create a New Special Role

Updated over a month ago

Special roles allow you to control access based on your teamโ€™s structure and workflow. You can create a new role from scratch and choose exactly which permissions it should have.

Follow the steps below to create your own special role.


How to Create a New Special Role

  1. Go to Settings โ†’ Special Role.

  2. Click Add Role (the + button).

  3. Enter a role name that clearly describes its purpose (e.g., Senior Recruiter, External Reviewer, Sourcer).

  4. You will see several permission categories:

    • General

    • Workflow

    • Features

    • Company

    • Add-ons

  5. Toggle each permission ON or OFF based on what the role should be allowed to do.

  6. When finished, click Save.

Your custom role is now ready to assign to team members.


Tips for Creating Custom Roles

  • Start with minimal access and enable more as needed.

  • Use clear role names so other admins understand the purpose.

  • If a role is similar to an existing one, consider duplicating that role instead.

  • Review custom roles regularly to keep permissions aligned with process changes.

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