Roles provide the ability for administrators to limit and control the experience of their users. The ability to create custom user roles in Crelate is a Business feature, however, Professional users can modify both the default roles to tailor the user experience for non-admin users.
To access and create roles in Crelate select: Settings | User Roles
Default Roles
Roles are applied to users in Crelate, and by default all users are created with the "recruiter" role. The recruiter role is designed to provide a recruiter with the experience they need for their day-to-day work. However, administrators can edit this default role, for example, to remove the ability to export to excel. They can also control how recruiters can delete jobs, or view activities, by configuring these privileges.
The other default role is reserved for Administrators and this role is not configurable. By default, Administrators have full access to all records within the system.
Custom Roles
Business Customers can configure additional user roles by selecting the + sign as shown above. By default, when creating a new role, that role type will have no privileges. For example, to configure a role for data entry QC, you can grant permissions for managing Contacts, enabling reporting capabilities, and allowing customization of view columns. This ensures users can efficiently sort and organize data, add notes, and access reports.
A user can be assigned multiple roles. If a user is assigned to more than one role, they will be granted the highest privilege that has been made available to them. (ie. If they are assigned in one role for Contacts as ‘read only’ and in a another role as ‘full’- they’ll have full privileges on Contacts within the system). If users encounter issues performing tasks, administrators should verify their assigned roles and ensure the necessary permissions are enabled. Adjustments can be made to resolve any conflicts or gaps in access.
About Privileges and Records
When configuring the privileges for a role, admins can control how a user can interact with a particular record type. Records represent the "type" of data that you can set privileges on. For example, Contacts and Companies are a record. The experience that a user has when interacting with a record is controlled by their "privilege." Privileges can be defined as: For example, administrators can configure permissions to allow users to sort and organize Contacts, customize view columns (e.g., tags, LinkedIn URL, phone number, email), and access reporting capabilities.
None: Users with this privilege cannot view that record type
Read: Users with this privilege can only view, but not create or edit that record type
Create: Users with this privilege can create and view but may not make edits or delete (this is specifically for 'activity types')
Edit: Users with this privilege can create, view and make edits to that record type
Full: Users with this privilege can create, view, make edits, and delete that record type. For instance, a user with 'Edit' privileges on Contacts can update contact details, while a user with 'Full' privileges can also delete contacts if necessary. Similarly, granting 'Create' privileges for Activities allows users to add notes or tasks.
Assigning a User as an Admin
Navigate to Settings | Users | Select the user | Use the slider toggle to 'administrator'
FAQs on User Access
What are the key permissions needed for data entry QC?
Key permissions include access to Contacts, Reporting, and Activity types (e.g., notes). Additionally, enabling customization of view columns is essential for organizing data.
Can permissions be customized for individual users?
Yes, permissions can be tailored by creating specific user roles and assigning them to individual users.
What should I do if a user still cannot perform tasks after permissions are updated?
Double-check the user role settings to ensure all necessary permissions are enabled. If the issue persists, contact Crelate support for further assistance.
Looking for more information surrounding users? Or want to know how to add another user? Check out our content below!
What's Next?