User Roles (Candidate Experience)

Available User Roles

Starred offers the following user roles to match your organization's structure.

Each role comes with a default set of permissions, which you can customize to fit your organization’s structure.

Managing User Role Permissions

For each role, you can fine-tune access rights and visibility within the platform.

To configure permissions:

1. Go to the Colleagues section.
2. Click Edit next to the role you want to modify.
3. Adjust the permissions, journey access, and data policies as needed.

Permission Options

• User Role Access Rights - Define what users with this role can do — for example, manage surveys, view dashboards, or send invitations.

• Journey Type Restrictions - Control which journey types each role can access.
  → Grant access to all journey types
  → Selected journey types only — e.g., “Hired,” “Rejected,” “Interview” 

• Data Access Policies (DAPs) - Create role-based Data Access Policies to define what data each user can see. These apply automatically when users are added or removed from roles. 📘 Learn about Data Access Policies →

• Bespoke Dashboard Access - Control whether this role can view custom dashboards (Bespoke Dashboards) by toggling access in the permissions list.

📊 This helps you share advanced dashboards only with specific groups, like leadership.

• Sub-Dashboard Permissions - Sub-dashboards show aggregated insights separate from individual survey dashboards. Assign these dashboards to specific roles by selecting which sub-dashboards each one should access.

Example: Assign to recruiters only the "Main" dashboard and the Priority Matrix. Assign the "Platform Usage" section only to Admins, etc.

How to configure a Data Access Policy

1. Enable “Limit data access for this role.”
2. Select the relevant field (e.g., RecruiterApplication).
3. Choose “Full name” from the right-hand menu.
4. Create a rule matching the recruiter’s name in your ATS with their name in Starred.

Assigning Roles to Colleagues

You can assign roles in two ways — manually or in bulk via CSV.

Manual Role Assignment

When inviting a new colleague manually:

1. Click Invite new colleagues.
2. Enter their name and email address.
3. Select the appropriate role from the dropdown menu.
4. Send the invitation.

The colleague will receive an activation email and automatically gain access according to their assigned role permissions.

Bulk Role Assignment via CSV

Use this option if you want to add multiple colleagues and assign roles at once.

Steps:

1. Download the CSV template → (includes a “Role” column).
2. Add your colleagues’ details and select a role for each.
3. Upload the completed file to Starred.