Permission policies are a set of permissions for all users in your Greenhouse Recruiting account. By defining permission policies, you can automate the default settings for any new users and avoid changing permissions on a user-by-user basis. On this page, you can also define specific permission policies for a subset of users, such as Job Admins, Coordinators, or Interviewers.
Note: Only organizations with an Advanced or Expert subscription can customize and create new Job Admin levels. Organizations with an Essential subscription cannot edit Job Admin levels.
Configure a permissions policy
Click the Configure icon 
in the top-right corner and choose Permissions Policies from the left side of the page.
Select the checkboxes for each permission to assign it to the associated group.
To edit Job Admin levels, click the See and manage Job Admin levels link under the Job Admin Levels section. Click here for more information on creating custom Job Admin levels.
Note: Organizations with an Essential subscription will not see an option for See and manage Job Admin levels, as the Essential subscription tier does not include Custom Job Admin levels.
User permission policies
| Permission | Description |
|
When rejecting a candidate, make "Rejection Reason" a required field |
When a candidate is rejected and removed from the pipeline, users must select a rejection reason. |
|
Make all hired candidates private by default |
Limit access to a candidate profile when they are marked as hired. Click here for more information. |
|
When creating a candidate, make "Resume" a required field |
Users must add a resume when creating a candidate. |
|
When creating a candidate, make "Source" a required field |
Users must select a source when creating a candidate. |
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When creating a candidate, make "Who Gets Credit" a required field |
Users must select Who gets Credit when adding a candidate. |
|
When creating a job, make "Office" a required field |
Users must select an office when adding a new job. |
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When creating a job, make "Department" a required field |
Users must select a department when adding a new job. |
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Make Requisition ID required for all jobs |
Jobs cannot be created without a Requisition ID. Click here for more information. |
|
Make Opening ID required for all jobs |
Jobs cannot be created without an Opening ID. Click here for more information. |
|
Allow users to configure 2-Factor Authentication on their accounts |
Allows users use 2 Factor Authentication to secure their accounts. Click here for more information. |
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Allow users to send EEOC questionnaires to candidates and store full-text search criteria |
Users can send candidate surveys using the EEOC questions. Click here for more information on EEOC. |
|
Reopening a job with approval should require reapproval |
Requires an admin to approve reopening a job that was previously approved and closed. |
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When creating a referral via Add a Referral, make "Email" a required field |
Users are required to add an email to any referrals they enter in their organziation. |
Job Admin permission policies
| Permission | Description |
|
Allow Job Admins to copy Greenhouse Default Stages |
Job Admins can use default stages as templates when creating a new job. If this option is not selected, Job Admins can use the templates created by their organization. |
|
Allow Job Admins to create or copy non-template jobs during job creation |
Job admins can copy any job when creating a new job post. If this option is not selected, Job Admins will be restricted to creating jobs with job templates. |
Interviewers permission policies
| Permission | Description |
|
Can view candidate scorecards submitted by users |
Controls the level of visibility other interviewers have into a candidates interview plan. Never: Interviewers cannot see other interviewer's scorecard. Only Job Admins and Recruiters will be able to see the full candidate scorecards. Only after submitting their own: Interviewers cannot see other users' scorecards until their own scorecard is saved and submitted. Always: Users can always see other users' scorecards. |
Coordinator permission policies
| Permission | Description |
|
Should be notified when their candidates submit interview availability |
Coordinators will receive an email any time a candidate fills out an availability request. |
Agency permission policies
| Permission | Description |
|
Can see the following information about candidates |
Restricts the information that can be see in the agency portal for a candidate the agency recruiter submitted: Can see current stages for candidates: The agency recruiter can see what stage their candidate is currently in. Can see next scheduled interview for candidates: The agency recruiter will be able to see the time and date of the next interview for the candidate. |
|
For all candidates submitted by agency |
Sets required fields for any candidates added through an agency portal. Checking these boxes can require the agency recruiters to add a resume and email for each candidate. |
Additional resources
See the articles below for more information on specific permissions that can be configured on this page:
- Permission Policy: Make All Hired Candidates Private By Default
- Permission Policy: Make Requisition ID Required for All Jobs
- Permission Policy: Make Opening ID Required for All Jobs
- Permission Policy: Allow Job Admins to copy Greenhouse default stages
- Restrict Job Creation to Template Jobs for All Job Admins