User Permissions

Permissions within TE Recruit can be set on a per-user basis.

Each individual user profile allows for edits to the profile itself as well as permission changes. See below for a full list of available user permissions.

Note: the ability to access and edit user profiles is restricted to only those users that have permission to manage users.

To edit a user’s permissions:

• Expand the Sidebar in the top right corner of the software and click on the Settings icon 
• Click to expand the My Agency section and then select Manage Users

• All users on the account will populate on the left side of the Manage Users page
• Click on the edit icon to the right of the person you wish to set permissions for

• Make any necessary edits in the Permissions section and click the Save button at the bottom once complete

User permissions in TE Recruit include:

Note: ($) signifies a permission that allows a user to charge the credit card on file

Agency Permissions

• Manage Users ($)
• Manage Activity Types
• Display Inactive Users
• Edit Agency Profile
• Manage Billing ($)
• Can Run Contact Imports
• Access Database Backup
• Manage Custom Fields
• Manage Deleted Items
• Manage Tags
• Bulk Ownership Changes
• Manage Parse Settings
• Ability to Customize Pipeline Stages
• Ability to Manage Automations
• Manage Privacy Compliance
• Ability to Print Lists
• Ability to Manage Forms

Record Permissions

• View Records
• Edit Records
• Delete Records
• Delete Attachments
• Add Records
• Bulk Upload Resumes
• Export Records
• Merge Records
• Change Record Ownership

Agency Placement Permissions

• Ability to View Placement Forms
• Ability to File Placement Forms
• Ability to Edit Placement Forms
• Ability to Delete Placement Forms

Hotlist Permissions

• Create Hotlists
• Edit Hotlists
• Delete Hotlists
• Change Hotlist Ownership

Email Permissions

• Allowed to Send Email as Another User
• Allowed to Send Email Using Aliases
• Ability to Send Mass Email
• Manage Email Aliases
• Allow Standard Email Overage ($)
• Allow Mass Email Overage ($)
• Manage Signatures
• Create Templates
• Edit Templates
• Delete Templates

Report Permissions

• Allowed to Export
• Build Reports on Other Users

Quick Notes & Activities Permissions

• See Planner of Other Users
• Schedule/Edit Activities and Quick Notes for Other Users
• Delete Activities and Quick Notes
• Set/Edit Completed Date of Activities

Job Advertising (if applicable)

• Manage Job Board/Careers Page
• Post Jobs to Job Board/Careers Page
• Manage Job Posting ($)
• Post Jobs to External Sites ($)

TE Network Permissions (if applicable)

• Access Top Echelon Network
• Manage TEN Jobs Feed ($)