The below grid outlines the various tasks users can perform based on their license in Greenhouse CRM.
| Functionality | Users with Admin License | Users with a User License | Users without any CRM license |
| View Prospecting Activity Report | X | X | X |
| View Prospect Pool Activity Report | X | X | X |
| View Prospect Conversion Report | X | X | X |
| Bulk create prospects | X | X | X |
|
Add prospects to job/dept/office via:
|
X | X | X |
|
Manage a prospect
*Note: This action can additionally be performed in bulk by users who have Job Admin permission levels and a CRM user license, or users with Site Admin permission levels with the user-specific permission Can manage unattached prospects — add prospect to jobs, convert prospects to candidates, see private tab for prospects |
X | X | X |
| Add a touchpoint | X | X | |
| Assign and update the pool and stage of a prospect | X | X | |
| Assign prospect owners to prospects | X | X | |
| Assign admins to pools they are an admin on | X | X | |
| Bulk update pool and stage of prospects | X | X | |
| Create new prospect pools | X | X | |
| Edit, hide, remove any prospect pool | X | X | |
| Use Talent Finder | X | X | |
| Add and remove CRM licenses | X | ||
| Assign pool admins to any prospect pool | X | ||
| Can view prospects job/dept/office | X | X | X |
| Can add notes to prospects incl. job/dept/office | X | X | X |
| Can view prospects pool/stage/owner | X | X | X |
| Can add notes to prospects pool/stage/owner | X | X | X |