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      User Types and Permissions

      Understanding user types and permissions

      There are four types of users in a Crosschq organization: Super Administrators, Administrators, Team Members, and Viewers.

      Super Administrator

      Have complete access to all settings, reports, and modules. Organizations can have more than one Super Administrator. 

      Administrators

      Can invite/manage other users, can manage account settings, can make requests to candidates, can view reports that are associated with their name, and can view all non-private reports. Administrators can also access all modules and grant access to 360, NHA, and Recruit.

      Team Members

      Can invite Viewer users, can make requests to candidates, can view reports that are associated with their name, and can view all non-private reports. Team members can also access all modules they have permission to access such as 360, NHA, and/or Recruit. Team members do not have access to the organization settings panel.

      Viewer

      Can view all reports that are shared with them. 

      For TalentWall customers - users can be set up as Administrators or Team Members. Admins allow users to grant additional users access to TalentWall. Team Members can access TalentWall except for its admin settings.

      Read the sections below to learn how to:

      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.

      Import a CSV file that contains the list of users you would like to invite to your organization. This CSV should have three columns:
      1. Email
      2. First Name
      3. Last Name
      Select the permission type you want to apply to the group of users and select send invitations. Crosschq invitations will then be sent to users. 

      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.

       

      Module Specific Permissions

      360/Recruit Overview 

      Permissions for Crosschq 360 & Recruit can be found here.

      Insights Overview

      Within Insights the standard Crosschq roles are available: Super Administrator, Administrator, Team Member, and Viewer. Additionally, since there is so much information within Insights users can be further provisioned by selecting what data they have access to view. You can do so by selecting the permission checkbox of what they have access to in Insights. 

      Screen Shot 2023-06-14 at 1.33.15 PM

      Overview of Roles in Insights:


      Super Administrators:
      Super administrators can upload employee data and permformance data. They are also able to access the raw data by default, and export data. Additionally, they can create, edit, duplicate, share, and view all dashboards. In terms of filtering, they can edit and save filters for dashboards and charts. 

      Administrators:
      Administrators can upload employee data and permformance data. They are also able to access the raw data by default, and export data. Additionally, they can create, edit (if they are the owner of the dashboard), duplicate, share, and view all dashboards. In terms of filtering, they can edit and save filters for dashboards and charts. 

      Team Members:
      Team members can create, edit (if they are the owner of the dashboard), duplicate, share, and view all dashboards. In terms of filtering, they can edit and save filters for dashboards and charts. 

      Viewers:
      Viewers can view dashboards and edit dashboard filters that are shared with them.

      Meaning of Permissions Selection:


      Can View All Recruiter Data:
      If checked the user can see data for all recruiters. This does not apply  to QoH charts/dashboards. For Pre-Hire data, if checked Crosschq will override any ATS sync and will let the user see all recruiter's data. If not checked, users won't be able to drill down any chart.

      Can View Employee Data:
      If checked the user can see employee profiles, chart drilldown, and employee level charts. Please note: by checking this box you will override any role access by default.

      Can View EEOC Data:
      If checked the user can see DEI data at an employee-level, DEI chart library, and DEI charts.