Managing User Roles

You can view and manage all user roles from the System Configuration module via an Administrative Login.

You can perform the following actions:

• View existing user roles
• Modify a user role: change account settings such as user role description and permissions.
• Delete user role

Common Tasks

1. View existing user roles
2. Change permissions for a user role
3. Delete a user role

1. View existing user roles

To view all user roles created in the database follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'User Management' and click on the 'User Roles' data view.
- The right-hand pane will display list of all system provided and custom user roles configured in the database.
- Click on a user role to view its details.

2. Change permissions for a user role

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

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'User Management' and click on the 'Users' data view.
- The right-hand pane will display list of all user accounts configured in the database.
- Click on the user account for which to change permissions. The user account detail page will come up.
- Scroll down to the permissions section and make changes in the relevant categories of permissions i.e. Candidates, Recruitment Workflow, Business Relationships, Productivity, etc.

-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 deny accessibility to a user for specific product features.

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

 3. Delete a user role

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'User Management' and click on the 'User Roles' data view.
- The right-hand pane will display list of all user roles configured in the database.
- Tick the checkbox next to a user role to delete and point to the 'Edit' menu. Select the 'Delete' option. Click on OK to confirm.