This list includes common actions taken in Greenhouse Recruiting along with the product tier and permissions you'll need to perform them.
Grant developer permissions to your IT team
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin with the user-specific permission Edit another user's advanced permissions
- Assignee permissions: Select one or more permissions in the Developer permissions section of the user profile.
Allow your IT team to add new users
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin with the user-specific permission Edit another user's advanced permissions
- Assignee permissions: Site Admin or Job Admin with the user-specific permission Invite new users to Greenhouse and reactivate deactivated users.
Give a user access to your CRM
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin with the user-specific permission Edit another user's advanced permissions
Note: Some specific CRM features may only be available to higher subscription tiers.
- Assignee permissions: Permissions depend on what you want the user to be able to do in the CRM. Learn more about CRM permissions here.
Assign permissions to a user for all future jobs
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin
- Assignee permissions: Job Admin level with job-based permissions assigned for All Future Jobs
Tip: You can also exclude a user from having permissions on future jobs.
Assign permissions to users in bulk
- Product tier: Available for Advanced and Expert subscription tiers
- Assigner permissions: Site Admin, or Job Admin with the Job Admin permission Can add and remove users to their assigned jobs
- Assignee permissions: Select one or more permissions using the bulk actions feature.
Add a user as an approver on a job
- Product tier: Available for Advanced and Expert subscription tiers
- Assigner permissions: Site Admin with the user-specific permission Create and override default approval flows
- Assignee permissions: Job Admin with the Job Admin permission Can view and edit private job fields and approve/request approval on jobs
Add a user as an interviewer on a job
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin or Job Admin
- Assignee permissions: Any permission level, added to the Interviewers dropdown in the interview scheduling window
View private candidate profiles
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin with the user-specific permission Edit another user's advanced permissions
- Assignee permissions: Site Admin with the user-specific permission Create and view private candidates, or Job Admin with the user-specific permission Create and view private candidates who is also assigned to one of the private candidate's jobs
Edit your scorecard after it's been submitted
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin or Job Admin
- Assignee permissions: Job Admin on the job the scorecard is associated with
View all the submitted scorecards for a candidate's application
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin with the user-specific permission Edit another user's advanced permissions
- Assignee permissions: Job Admin assigned to a Job Admin level with the permission Can view candidate scorecards submitted by other users set to Always or After Submit
Learn more about scorecard visibility settings.
View a candidate's offers
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin or Job Admin
- Assignee permissions: Site Admin with the user-specific permission See private notes, salary info, manage offers, request approval, and approve jobs/offers, or Job Admin with the Job Admin permission View and edit offers and approve/request approval on offers
Tip: Offers can also be viewed as file attachments in emails.
Mark a candidate as hired
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin or Job Admin
- Assignee permissions: Site Admin or Job Admin assigned on the job you want to hire the candidate for
Note: Organizations using offer approvals will require a different product tier and permissions. Learn more.
View the profile of a hired candidate
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin, or Job Admin with the Job Admin permission Can advance candidates/prospects
- Assignee permissions: Job Admin assigned to at least one job on the candidate's profile
View reports
- Product tier: Essential reports are available for all subscription tiers. Custom reports are available for Advanced and Expert subscription tiers.
- Assigner and assignee permissions: Different reports require different permissions. To view an Essential report, the appropriate user must grant the correct permissions for that report. To view a Custom report, a Site Admin or Job admin must share the report from the report page.
Deactivate a user
- Product tier: Available for all subscription tiers
- Assigner permissions: Site Admin
- Assignee permissions: Site Admin
Learn more about deactivating users.