Users, Roles, & Teams
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      1. Support Center
      2. ExactHire ATS
      3. Users, Roles, & Teams

      Create a Role

      Select Users have the ability to create additional Role types and select the permissions associated with that Role type. Roles can then be assigned to users within the organization.

      1. To create a new Role begin in the SETTINGS area.
      2. Click on Roles.
      3. Click New Role to add a new Role.
      4. Create the Role Label or name for the role. 
      5. Check the box for Assigned User, if applicable. 
        1. Assigned user roles can only see applications assigned to them and have a limited set of permissions available. This cannot be changed once the role is created.
      6. Select the permissions to be assigned to the Role by checking the box next to the category of permissions. To expand the categories to see various segments that comprise these categories, click the down expand arrow next to each specific category. 
        1. Click SAVE. 
          1. Confirmation of the creation of the Role will appear on screen.

        VIEWS

        • User Management
          • View Users - Allow user to view other users in Settings.
          • Sent User Registration - Allow user to sent other user a registration.
          • Reset User’s Password - Allow user to reset other users password.
          • Allow access to ALL Scope - Allow user to access a scope of ALL.
        • System Management
          • View Organizations List - View list of alternate organizations associated with the organization.
        • Roles Management
          • View Roles - Allow user to view Roles in Settings.
        • Communications
          • View Messages - Allow user to view the application chat component.
          • View Communication Templates - Allow user to view Communication Templates in Settings.
        • Career Sites
          • View Career Sites - Allow user to view Career Site options in Settings.
        • Jobs
          • View Job Templates - Allow user to view Job Templates in Settings.
          • View Job Notes - Allow user to view the Notes tab on the Job.
          • View Private Job Notes - Allow the user to view Private notes on the Notes Tab of the Job.
        • Applicant
          • View Applicants OnboardCentric push status - View the status of the applicants OnboardCentric push.
          • Personal Demographic Information (EEO) - Allow user to view the Personal Demographic Information (EEO).
          • View Predictive Index API Assessments - View the Integrations tab which contains Predictive Index Assessments.
        • Applications
          • View Application Resumes - Allow user to view application added by the applicant
          • View Application Notes - Allow user to view notes added to the application.
          • View Application Admin Uploads - Allow user to view Admin uploaded files
          • View Users Activity Log - Allow user to view the activity log in an application.
          • View & Create Private Application Notes - Allow user to view notes labeled as Private.
          • View Application Tags - Allow user to view the Application Tags assigned to an applicant.
          • Hide out-of-scope applications - Hide the application which are outside of users scope in the Applications Tab.
        • Reports
          • View Standard Reports - Access to the Standard Reports area.
        • Job Boards/Promote
          • View Job Board Ads - Allow user to view job board ads in Promote area.
        • Job Question Groups
          • Manage Job Question Groups - Allow user to create Job Question Groups in Settings.
        • Interview Guides
          • View All Interviews - Allow user to view all interviews in an application.

        ACTIONS

        • User Management
          • Edit User - Allow user to edit other users’ authorities in Settings.
          • Delete User - Allow user to delete a user in Settings.
          • Add User - Allow user to add a user in Settings.
          • Manage User Scope - Allow user to add Locations and Access Tags to a user in Settings.
          • Manage Organization User Scope - Allow user to add Organization to a User.
          • Revoke User Calendar - Allow user to revoke the calendar integration for users.
          • HR Fuse Access - Allow user to add/revoke HR Fuse Access for users.
        • System Management
          • Manage Organization Access Tags - Allow user to manage the Access Tags for the Organization in Settings.
        • Roles Management
          • Create Role - Allow user to create a Role in Settings.
          • Edit Role - Allow user to edit an existing Role in Settings.
          • Delete Role - Allow user to delete a Role in Settings.
          • Assign Roles to Users - Allow user to assign Roles to users in Settings.
          • Assign Permissions to Roles - Allow user to assign Permissions to Roles in Settings.
        • Locations
          • Create Organization Locations - Allow user to add Organization Locations in Settings.
          • Delete Locations - Allow user to delete Locations in Settings.
          • Update Locations - Allow user to edit Locations in Settings.
        • Communications
          • Send Message - Allow user to send communication to an applicant in the application.
          • Create Communication Template - Allow user to create Communication Templates.
          • Edit Communication Template - Allow user to edit Communication Templates.
          • Delete Communication Template - Allow user to delete Communication Templates.
          • Manage Communication Template Scope - Allow user to add Locations and Access Tags to a Communication Template.
          • Set Thank You Communication Template - Allow user to set a Communication Template as the automated Thank You email.
          • Set Incomplete Application Reminder Communication Template - Allow user to set a Communication Template as the automated Incomplete Application Reminder.
        • Jobs
          • Create Jobs - Allow user to add a New Job.
          • Update Jobs - Allow user to edit jobs.
          • Add Hiring Team Members - Allow user to Add Hiring Team to a Job.
          • Assign Stages to Hiring Team Members - Allow user to add Stage to Hiring Team on the job.
          • Delete Hiring Team Member - Allow user to delete Hiring Team from job.
          • Create/Update Job Templates - Allow user to add or edit Job Templates in Settings.
          • Remove Job Templates - Allow user to delete Job Templates in Settings.
          • Update Job Status - Allow user to change job status on job.
          • Post Job to Career Site - Allow user to Promote job to a Career Site.
          • Manage Job Access Tags - Allow the user to add Access Tags to the job.
          • Allow Use of Mass Job Actions - Allow user ability to use the Edit Jobs feature to make mass changes to job(s).
          • Manage Hiring Managers - Allow user to edit the Hiring Manager field in the Hiring Team area.
          • Delete Job Notes - Allow user to delete a note on a Job.
          • Post Only Me Job Notes - Allow users to create Only Me notes on a Job.
          • Create Job Notes - Allow users to create notes on a Job.
          • Edit Job Notes - Allow user to edit a note on a Job.
          • Copy Job - Allow user to copy an existing job to create a new job.
          • Override Job Approval Task - Allow user ability to override an approval task.
          • Manage Job Approvals - Allow user to create/manage Job Approvals.
        • Applicant
          • Edit Applicant Profile - Allow user to edit applicant profile on application.
          • Set Applicant to Never Hire - Allow user to set application to Never Hire.
          • Push Person to OnboardCentric - Allow user to push a hired applicant to onboarding.
          • Schedule Event with Applicant - Allow user to schedule an interview with the applicant with the calendar tool.
          • Save Predictive Index Open Invitation Settings - Allow user to edit the Open Invitation settings for Predictive Index.
          • Manage Predictive Index API Assessments - Allow user to edit the API settings for Predictive Index.
        • Applications
          • Copy Application - Copy an application to another job.
          • Create Application Note - Allow user to add notes to an application.
          • Upload Documents to Application - Allow user to add documents to application.
          • Move Application to new Stage - Allow user the ability to use the application stage labels.
          • Set Application Advancement Reasons - Assign a reason when updating applicant stage.
          • Can Disqualify Applicant - Disqualify and assign a disqualification reason.
          • Add Application to Job - Add an application to a job.
          • Manage Multi-Step Applications - Allow user to invite applicant to the next step in the Multi-Step application template.
          • Allow use of mass application actions - Allow user to make a mass change to applications.
          • Edit Application Advancement Reasons - Allow user to edit Application Advancement Reasons in Settings.
          • Edit Application Disqualification Reasons - Allow user to edit Application Disqualification Reasons in Settings.
          • Create ‘Only Me’ Application Notes - Allow users to create Only Me notes.
          • Manage Application Stages - Add or Edit Application Stages.
          • Send Invite to Revise Application - Invite manually added applicant to revise application.
          • Allows Archiving of Applications - Allows user to archive applications.
          • Assign Application Tags - Allow user to assign an Application Tag to an application.
          • Edit Application Notes - Allow user to edit a note on an application.
          • Delete Application Notes - Allow user to delete a note on an application.
          • Can assign applications to User - Allow user to assign applicants to another user.
          • Set Application Completion Level - Allow user to set an incomplete application to complete. 
        • Application Setup
          • Manage Application Templates - Edit application template.
          • Manage Application Tags - Allow user to add or edit Application Tags.
        • Reports
          • Create and Edit Application Reports - Create and edit reports in the Applications area.
          • Create and Edit Job Reports - Create and edit reports in the Jobs area.
          • Delete Report - Allow user to delete a report.
        • Job Boards/Promote
          • Manage Organizations Job Boards Library - Add or remove job boards from the organizations job board library in Promote area.
          • Promote Jobs to Job Boards - Promote a job on selected Job Boards in Promote area.
        • Interview Guides
          • Manage Interview Guides - Allow user to add or edit Interview Guides.
          • Manage Interviews - Allow user to manage interviews in the Interview area of an application.
          • Save Interview Answers - Allow user to save answers in an Interview Guide.
        • Job Approval Groups
          • Manage Job Approval Groups - Allow users to create/manage Job Approval User Groups
        • Job Approval Question Groups
          • Manage Job Approval Question Groups - Allow users to create/manage Job Approval Question Groups