The Coordinator role in Greenhouse Onboarding is an administrative access permission tier designed for users who need to perform essential duties related to your onboarding process.
Unlike the Owner role, which has full edit access to all settings and fields in your account, your organization can decide the necessary fields that Coordinators can view, edit, and manage.
Assign Coordinator permissions
From your Greenhouse Onboarding homepage, navigate to Settings.
On the Settings page, navigate to Data Flow > Permissions.
Scroll to Administrative Access, then click Coordinator.
Navigate to the Users tab, then click Add User.
Use the dropdown menu to select the user you'd like to assign Coordinator permissions.
Click Save and Close.
Remove Coordinator permissions
To remove a user's Coordinator permissions, navigate back to the Coordinator role on the Permissions page.
Navigate to the Users tab.
Click Remove next to the user you want to remove from the Coordinator role.
Click Remove again to confirm your selection.
Manage Coordinator administrative permissions settings
Use the Settings tab to manage the permissions for your organization's Coordinator users.
By default, Coordinators can always perform the following administrative tasks:
- Configure the onboarding tasks for future employees
- See and edit the tasks that have been assigned to current employees
- Manage field reports
- Manage pending hires
In addition, your organization can also enable Coordinators to manage employee documents and signature requests.
Manage Coordinator field permissions settings
Coordinators can also view and edit employee profile fields in Greenhouse Onboarding.
To control Coordinators' access to view or edit each field, select the checkboxes in the Can Edit for Employees and Can View for Employees columns.
Fields that Coordinators can see by default will display a grey checkmark in the Can View for Employees column.
Assign view-only access to a field
To allow a Coordinator to see a field, but not modify it, select the Can View for Employees box. Leave the Can Edit for Employees box unselected.
Assign view and edit access to a field
To allow Coordinators to both see and modify a field, select the checkbox in both columns.
Hide fields from Coordinators
To hide an employee's field from the coordinator role, leave both boxes blank.
Learn more about configuring user permissions and access in Greenhouse Onboarding: