Configuring User Roles

User Roles in the RBox application defines the initial set of permissions and privileges for the user. RBox has some pre-defined user roles that can be specified when inviting a user to join the RBox Application. 

To add a user to your RBox database, you need to first decide what user role would suit the user. The User Management data folders in the System Configuration module provide views for managing the User logins and User Roles in RBox.

Select the User Roles data view. You would see the existing User Roles of the product. Click on any of the User Role to see its permissions. You may decide looking at the permissions, what role would suit which of your user.

1. The Basic User Roles available in RBox are:

Note: Available in all Product Editions

a. Manager - Role with Full permissions and access to the database. This Role used for a User who should be having Admin privileges or is a Manager type user.

b. User (Full) - Recruiter User who is not a Manager but takes all the recruitment actions for example Candidate screening etc. Has access to all product features except for Manager and Admin privileges.

c. User (Common) - Junior type users with specific access to the product and its features.

Common Tasks

1. Creating a new User Role in RBox
2. Setting permissions for a User Role

1. Creating a new User Role in RBox

To create a new user role in RBox follow these steps via a user login having administrative privileges:

a. Point to the Tools menu and select 'System Configuration'.
b. In the System Configuration Navigator, expand 'User Management' and click on the 'User Roles' data view.
c. From the File menu select 'New'. The New User Role sheet will be opened like in the screenshot shown below.

d. Enter a User Role Name as pertaining to your placement cell. For example Placement Head.

e. The Parent User Role drop down below will display all the existing user roles of the database. You need to select a User Role which will be used as the Base Role from which later, you can customize your permissions. 

f. The base permissions applicable to the User Role selected here is what you would get for your custom role. This can be further customized as per your requirements.

g. Enter a description if need be and then Click on the Save button. The Custom Role you have added would be seen in the User Roles list view.

 

2. Setting permissions for a User Role

To set permissions for a user in the database follow these steps via a user login having administrative privileges:

a. Point to the Tools menu and select 'System Configuration'.
b. In the System Configuration Navigator, expand 'User Management' and click on the 'User Roles' data view.
c. The right-hand pane will display list of all user roles configured in the database.
d. Click on the 'Placement Head' you just added to change its permissions. The user role account detail page will come up.
e. Scroll down to the permissions section.

f. By-Default, all the permissions are granted that are applicable for this user role. Make changes in the relevant categories of permissions i.e. Candidates, Business Relationships, Communication and Productivity, etc. by denying a permission.

g. To deny a permission for the user, check the checkbox beside a permission. You would see that the green dot has changed to red. You can similarly move through each tab and customize permissions by denying accessibility to the user role for specific product features.

h. A user added to the application using this Custom Role would have these custom permissions set for him.

i. Click on the 'Save' button to save your changes.