User Roles and Teams

💡 User Roles and Teams

Not all users need full visibility. In fact, unrestricted access can make it difficult for your team to focus on what is important to them. User roles and Teams help you give each person the right level of access, making sure everyone sees only what is relevant to them.

For example:

• Team Managers should only see data for the teams they oversee

• Recruiters should never see each other’s performance

• Admins need full control over company settings and visibility into all data

Admin role

Admins automatically receive full access. This includes:

• Managing purchased packages

• Adding and managing colleagues

• Creating and editing teams

• Configuring integrations

• Adding and managing custom fields

• Viewing and managing scheduled survey sendouts

Team Manager

Team Managers have access to:

• Data for all members of the teams they manage

• Multiple teams if assigned to more than one

• All Team Member data within their teams

• Their own data

They do not see other teams or recruiters outside their scope.

Team Member

Team Members can only access:

• Their own data

• Their own performance insights

They never see peer performance or team-level data.

To create a new Team:

1. Go to Settings

• From the menu on the left-hand side, click ⚙️ Settings.

2. You're taken immediately to the Teams section.

• This is where all team creation and role assignments are managed.

3. Create a Team

• Click Create Team and give your team a name.

4. Add Team Members

You can add users in two ways:

• Option A: Add Team Members from your account users
  - Click on the dropdown menu "Add colleague" to select a colleague from the list.
• Option B: Add someone manually
  - Click on "Add Manually" and enter the person's name and email address or  external ID.

5. Assign Team Managers

• For each person you add to the Team, you can choose whether they are a Team Manager or not by flagging the box "Is Team Manager"

6. Limit Team Member data to specific dates

When adding a new Team Member, you can decide from or up to when to include your Team Member's data in the Team's data.

• Limit to a date: excludes all data after the chosen date
• Limit from a date: excludes all data before the chosen date

7. Save Your Team

• Once everything is configured, save the team.

• You can repeat this process to create as many teams as you need.

Viewing Teams in Dashboards

Now that you've created Teams, as an Admin you can view data for each Team in the Candidate Experience dashboard.

To access the dashboard:

1. Go to your Homepage

2. Click on 📈 Candidate Experience

• On the Dashboard, click on your company name at the top right corner
• You can navigate between different views, from all company data, to your own data, to different Teams data.