This feature is currently in beta.
|Site Administrator||No restrictions.|
|Site Administrator (No Billing Access)||No restrictions, however unable to access account billing details.|
|Recruiter||Able to view, edit, add, and delete all records, however, unable to access account administration.|
|Read Only||Able to view all records, but unable to add, edit, delete any records.|
Please note, some existing access level names changed recently: Add/Edit/Delete to Recruiter and Add/Edit to Recruiter (No Delete). The permissions of these two access levels have not been altered in any way. These names were changed to be more role-based because Site Administrators can now customize permissions more finely.
To view your current Access Levels, navigate to your avatar icon in the top right corner of CATS > Administration > Access Levels. From this page, you will see your existing Access Levels, the number of users assigned to each Access Level, the date the Access Level was created, and a link to view the history of any permission changes.
|All||The user can perform the action on all records of the type.|
|Group||The user can perform the action when both the user and the record are assigned to the same group and/or when the user is assigned as the owner of the record.|
|Owner||The user can perform the action when the user is assigned as the owner of the record.|
|Associated||The user can perform the action when the user is either the task creator or assignee.|
|None||The user cannot perform the action.|
Users can also be organized into Groups and records can be assigned to those Groups so that certain actions can be performed by a user who is not the owner, but the permission to perform the action needs to be more limited than All. For example, for a user in a "Sourcers" group, if the "Add candidate to pipelines" action on Job Order records permission was set to Group for the user's Access Level, that user would be able to add candidates to pipelines in Job Orders that were assigned to the "Sourcers" group, but not to Job Orders that were assigned to another group, or no group.
Access Levels and Groups can be assigned to users during creation from their respective fields and can be reassigned from a user's profile in User Management.