1. XeopleRecruit Knowledge Base
  2. User Management & Authorisation

Application Roles and Authorisation

Application roles and authorisation define who can access various features and perform specific actions within the system. Different roles (e.g., internal staff, clients) are assigned based on user responsibilities, with each role having distinct permissions. This ensures that only authorised users can view, edit, or manage sensitive data, streamlining the recruitment process while maintaining security and compliance.

To navigate to the user roles and authorisations, follow these steps:

  • Navigate to the main header bar, click on the Settings drop-down menu, and select User Management.
  • Click User Roles. The defined user roles are mentioned by default. To add a new one, click on the Add button.

Information: Each user role comes with specific permissions. You can create custom user roles tailored to your needs and assign appropriate permission levels.

Settings - User Management - User Roles

  • Similarly, you can Edit or Delete a user role once created.
  • To define the user role permissions, click Permissions.

User Role - Edit/Delete/Configure Permissions

  • Set permissions for sections or modules like Candidates, Jobs, Clients, etc., by clicking the checkbox next to each section you want to grant access to for the specific user role. 

  • Click Save.

Configure Permissions - User Role

  • To view the access levels defined in the system, click on Access Level.
  • Click the three-dot menu and select Settings to view the details of what an admin, for example, can do in the system.

Information: Each access level comes with a predefined set of data permissions by default.

Access Level - Administrator

Information: To read more on how to invite an employee or how to grant or deny a user request, click here: Invite Employees, User Access Requests.