User Roles and Permissions

Understanding user role and permissions

User settings can be administered for each individual Crosschq app. Users can be assigned one of the following roles: Super Admin, Admin, Team Member, or Viewer. The permissions for each app are outlined below.

360

* Team Members can only invite Viewers through the reference report sharing feature.

** By default, reports are set as public. Public reports are accessible by users with at least Team Member access. If reports are set as private, then only the following can access the report: Super Admins, the assigned Requestor and Hiring Manger, and anyone who was shared the report by one of the aforementioned users. Viewers have access to reports where either they have been assigned a role in the reference request (Requestor/Hiring Manager) or have been invited to view a specific reference report.

TalentWall

Additional TalentWall permissions

The following permissions will grant access to the respective TalentWall component:

• TalentWall: access to TalentWall recruiting application
• Plan: access to Capacity Planning application
• Executive Dashboard: access to Executive Tools application
• Diversity & EEOC: access to EEOC and diversity/demographic data (if this information is pulled from your ATS) within TalentWall's Funnel Segmentation components

TalentWall data

The data visible in TalentWall should align with the same user permissions set in your org's ATS. In other words, the data available to your ATS user should be the same data available in TalentWall. Currently, jobs marked as confidential in your ATS will not appear in TalentWall. 

Insights

Additional Insights permissions

The following permissions will grant access to specific data within your Insights charts:

• Can view confidential job data: when enabled, records from confidential jobs will be will be exposed in chart tables. When disabled, the records will be excluded from chart tables
• Can view employee data: when enabled, employee-level charts can be clicked to view the respective chart data in table format
• Can view EEOC/Diversity data: when enabled, charts related to EEOC or diversity/demographic data will activate in the chart library
• Access to candidate data: candidate-level data on chart tables can be enabled in the following ways
  • All ATS Data (chart tables will show all ATS data and not respect the user's ATS permissions)
  • Follow ATS permissions (chart tables will only expose data from jobs that you can access from your ATS user; all other records will be marked as private)
  • No ATS Data (candidate chart tables will be disabled)
• Private candidate access: for any private candidate in your ATS, we will expose these records based on the following permissions
  • All Private Candidates (chart tables will expose all private candidates)
  • Only Private Hired Candidates (chart tables will expose only private candidates who have been hired)
  • No Private Candidates (chart tables will mark any private records as private)

Voice

Recruit

User provisioning

• Add a new user
  • Manually
  • Bulk Add
• Deactivate/remove a user account
• Modify user's permissions

Manually Add Users

You need administrator permissions to add new administrators, team members, and viewers.

To add users, log into your Crosschq Admin account, go to Settings > Team, and select Invite New Team Member.

Next, enter in the first name, last name, and email address.

Select the Modules you want to give the user access to by checking the box and then select the Rol you want the user to have within the module in question. You can also toggle the super administrator switch to make the user a Super Admin.

The new user will receive an email message containing a sign-up link.

Resend a new user invitation: If there has been a delay, a new user may have a problem finding the email message. If necessary, locate the user, click the three dots, and select resend invitation.

Bulk Add Users

To bulk add users, log into your Crosschq Admin account, go to Settings > Team, and select Bulk Import.

Deactivate/remove a user account

To deactivate a user account, locate the name in the Team tab and click the Deactivate Account or Remove Account buttons. 

Disabled users will be grayed out in the user's list, you will be able to reactivate them anytime by selecting the three dots. If you remove a user, it will be removed from the user's list.

Deactivate user:

Reactivate user:

Modify User's Permissions

You can modify a user's permissions by selecting the Edit button (pencil) to the right of the table.