Use this guide to quickly compare the difference in feature permissions available to various types of users in PlanSource Applicant Tracking.
This info sheet is meant to be a supplement to the User Levels in PlanSource Applicant Tracking article.
X = automatic for all users at this login level
Opt = optional; may be toggled on/off per individual user at this login level
| Feature | Master Admin | Basic Admin | Posting Mgr | Non-Post. Mgr | Viewing Mgr | Assigned User |
|---|---|---|---|---|---|---|
| Available in accounts with only one branded jobs portal/URL address | X | X | X | X | X | |
| Available in accounts with more than one branded jobs portal/URL address | X | X | X | X | X | X |
| Access ALL administrative features for ALL job portals associated with an account. | X | |||||
| Access ALL administrative features for ONLY job portals that are specifically assigned to the user | X | |||||
| Reports Dashboard - including all standard reports, Report Builder, EEO/AAP-related reporting capabilities, and site analytics related to visitor traffic, web sources and search engine referrals. | X | X | ||||
| Settings Dashboard - including ability to add/edit/delete job portal pages/links, classifications, business unit names, ad sources, applicant status and job status names, email templates, candidate rating labels, and surveys. | X | X | ||||
| Users Dashboard - including ability to edit users, deactivate users, modify assigned requisition approvers. | X | X | ||||
| Create Job Screening Question Groups | X | X | ||||
| Create Job Templates | X | X | Opt | |||
| Create Job Listings | X | X | X | |||
| Manage Applicants - can update status codes for applicants that are assigned (either by business unit or individually) | X | X | X | X | X | |
| View All Applicants - can view applicant records and current assigned status for records that fall within assigned business unit(s) dependent upon user type | X | X | X | X | X | |
| View Other Jobs to Which Applicant Has Applied - specifically, jobs that fall outside the user's assigned business unit(s) or individual assignment. Cannot, however, view details of other applicant records unless Admin-level user | X | X | X | X | X | Opt |
| Create Basic Notes on Applicant Record | X | X | Opt | Opt | Opt | Opt |
| Create & View Admin Notes on Applicant Record | X | X | ||||
| View Answers to Questions Marked Admin Only on Standard Application | X | X | ||||
| Copy Applicants to Other Jobs - jobs to which user has access based on business unit | X | X | Opt | Opt | ||
| Edit EEO for Manually Added Applicants - applicants to which user has access based on business unit | X | X | Opt | Opt | ||
| Process Approved Requisition Forms | Opt | Opt | Opt | |||
| View & Submit Requisition Requests | Opt | Opt | Opt | Opt | Opt | Opt |
| Layer of Approval for Requisition Requests | X | X | X | X | X | X |
| Edit Applicant Source Data | Opt | Opt | Opt | Opt | Opt | Opt |
| Edit Applicant Status Date | Opt | Opt | Opt | Opt | Opt |