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How to set up user roles and permissions

Understanding user roles and permissions is crucial for maintaining security and efficiency in the AgencyHub.

Updated over a month ago

Each role is designed for specific responsibilities within the recruitment process.

Available roles

Admin role

  • Master agreement creation and editing

  • User account management

  • System configuration access

  • Full financial control

  • Analytics and reporting access

  • Agency management

  • Team management

Recruiter role

  • Candidate pipeline management

  • Agency communication

  • Interview scheduling

  • Basic reporting access

  • Job posting visibility

  • Note and feedback management

Setting up roles

  1. Navigate to Team settings in Recruitee

  2. Select user

  3. Assign role(s)

  4. Set custom permissions

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