User privileges are pivotal in governing access and responsibilities within Recruitly.
This guide explains the process of adding or modifying users and provides details on access and privileges, ensuring a secure and tailored experience tailored to each individual's role.
Adding/Editing User Privileges:
Click on your user icon in the top-right corner of the screen and navigate to "System Configuration."
Under "System Settings," go to the "User Management" section or click on the below button. Here, you can add, and manage offices, teams, and users.
There are 3 types of roles in Recruitly listed below:
SUPER: Grants access to all features and data/master privileges in the system as assigned. This can be used for Managers/admins.
TEAM LEAD: Suitable for team leaders, granting access to specific modules and data/master privileges based on requirements.
TEAM MEMBER: Suitable for team executives or members, providing access to designated modules and data privileges.
User Management:
In the user management section of Recruitly, you have the ability to add and manage offices, teams, and users efficiently.
This level of customization ensures that each user has precisely the access they need for their role within the system.
System Access (Modules):
CRM: Access to the Opportunities, Contact, and Companies.
CRM Lite: Limited access to CRM (Includes Contacts and Companies).
Lead Management: Access is restricted to the "Leads" section.
ATS: Full access to the Recruiting module (Includes Candidates, Jobs, Interviews, Placements).
Marketing: Permission to create and send campaigns.
KPI Manager: Ability to manage KPIs for self or other users.
Reports: Access to view and download reports.
Users: Permission to User management which includes the ability to create, edit, or
disable users.
Config: Provides access to system configurations and settings, Master Data, Job Boards, and Recruitly Marketplace.
Billing: Access to billing details, including adding credits or terminating accounts.
Digital Signature: Access to the add-on feature Digital Signature Module.
Import/Export: Provides access to import/export data modules, including importing data using CSV/excel from Leads, Opportunities, Contacts, Companies, Candidates, and Jobs.
Important:
If access to the import/export module is revoked, users can still export records from different sections if they have export data privilege.
For example, candidate records can be exported if the user has "Export Data" privilege.
Data Privileges:
Data privileges empower system admins, allowing them to control user access and execute specific data-related actions within the system.
Delete Data: Ability to delete existing data.
Delete Emails: Permission to delete emails.
Invoice Reconciliation: Managing and raising invoices in Recruitly.
Export Data: Ability to export any data from the database.
Bulk e-mail: Allows sending bulk emails.
Bulk SMS: Allows sending bulk SMS.
Anonymize Data: Ability to anonymize data.
Master Data Privileges:
Master data privileges empower system admins, enabling them to control user access to specific types of master data privileges.
Important:
If users are restricted from master data privileges, they will only be able to view the privileges listed below but will not be able to add new data or edit them(Industry/Job Application Template/Skill/Sector/Source).
Industry: Users can create and manage different industry categories if they have "Industry" access under the "Master Data privilege section".
Job Application Template: Users can add job application templates if they have "Job Application Template" access under the "Master Data privilege section".
Skill: Users can create and manage different skills if they have "Skill" access under the "Master Data privilege section".
Sector: Users can create and manage different sectors if they have "Sector" access under the "Master Data privilege section".
Source: Users can create and manage various sources if they have "Source" access under the "Master Data privilege section".
Inactive User Accounts:
This section displays all the disabled accounts. To reactivate a specific account, simply click on the "Enable" option.