Accessing Roles and Permissions in Indigo Hiring
As with all our Indigo products, access is provided and managed thanks to a set of roles and permissions that control which parts of the feature a user can view and edit. These are set via the Manage Roles screen.
There are two ways to reach the Roles and Permissions screen:
Via the Dashboard: in the Your Hiring Preferences widget, click on the Edit button next to 'Set Roles and Access'.
Via your Profile Menu: click on your profile image in the top right of the screen, then click the arrow to the right of the required company, and click on 'Roles and Permissions'.
Existing Roles
Owner: This role owns the company profile, has full access and manages everything on the business profiles, including admins. (Cannot be edited or deleted.)
Administrator: This role has full access and manages everything on the company profile. (Cannot be edited or deleted.)
Lead Recruiter: Oversees global hiring & job settings. Reviews all job applicants. Full control over all jobs of the company profile. Interacts with candidates.
Recruiter: Creates jobs, edit jobs created by them, review applicants, set job settings, access to the candidate base with ability to reveal their contacts.
Administration Permissions
Can edit company profile
Can manage member roles & permissions and invite new company members
Can edit company job settings
All Jobs Permissions
Can post new jobs, and edit/manage jobs when given access
Full access to all jobs created within the company
Access to 'All Applicant' section
Access to secret notes of applicants that a person was granted access to
Can submit applicant's scorecard
Access to scorecard settings
Creating a New Role
Because we know we can't foresee all possible user access scenarios, we've given you the power of adding new roles at will. You can choose which permissions to activate depending on what your tailor-made user needs to access.
Click on the Add New Role button in the top right of the Manage Roles grid.
The role creation form will load. Enter the role's name in 'Role Title' and write a short explanation in 'Role Description'.
Select the permissions you would like the role to have by ticking the right-hand boxes of the Administration and All Jobs permissions.
When you're ready, click the blue Submit button at the bottom of the form.
Once your new role is saved, it will show in your Manage Roles list and will be available to assign to Team Members.
Managing Your Indigo Hiring Team
You've set up the perfect Careers Page, now it's time to put together your Indigo Hiring dream team. 😎
Head to your Manage Members screen to check out all your members, add new ones, and change or update members' access.
Again, there are two ways to get there:
Go to Dashboard > Your Hiring Preferences widget > Your Team and click Manage.
or,
From your profile image in the top right of the screen, click the arrow to the right of your company and click on 'Your Team'.
From the Manage Members screen you can see all the members of your team. The grid shows each person's name, email, Indigo Hiring role and the date they joined your company's Indigo Hiring.
Assigning and Changing a Member's Role
In the Manage Members screen, find the member whose role you'd like to edit and click on their Role dropdown, then click on the role you wish to assign them - and you're done!
Inviting Members to Indigo Hiring
To add new members to your team, click the Add New Member button in the top right of the Manager Members grid.
In the resulting pop-up, enter the email of the person you wish to add, and select which role you would like to assign them. Then click submit.
An invite will be sent to their email and they'll be added to the list of members in your grid. You will notice that under 'Joined' they will be marked as 'Pending', this will update to a date once they accept the invitation.
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