The Coordinator role in Greenhouse Onboarding under the Administrative Access tier is a permission grouping designed for users who need to perform essential duties related to the administration of your onboarding process. Unlike the Owner role, who has full view and edit access to all fields in your account, your organization can decide the necessary fields this role can view, edit, and manage.
In this article:
Add/Remove users from the Coordinator Role
To begin, click Settings from your navigation bar. Then, navigate to Permissions in the left-side panel.
Select Coordinator from the Administrative Access panel.
From the Coordinator role permissions page, the Users tab will specify the users who are currently assigned to the Coordinator role. Click Add User to add an additional user account to the list.
From the subsequent dialog box, use the provided dropdown menu to select user(s) who will be assigned the Coordinator role. When finished, click Save and Close.
The selected user(s) will be added to the list of user accounts assigned to the Coordinator role.
To remove a user account from the Coordinator role, hover over the user's name on the list and click Remove.
From the dialog box, confirm the decision to remove the user from the Coordinator role and click Remove.
Manage Coordinator Role's administrative permissions
Click the Settings tab to view all permissions associated with the Coordinator role.
The Coordinator role can always perform the following administrative tasks:
- Can configure the onboarding tasks for future employees
- Can see and edit the tasks that have been assigned to current employees
- Can view employee custom field reports
In addition to these administrative tasks, your organization can also allow all users assigned to the Coordinator role to manage employee documents and signature requests.
Checkmark Can manage employee documents and signature requests to assign this administrative permission to the Coordinator role
Manage Coordinator Role's employee field permissions
To grant additional access to employee fields for the Coordinator role, click the Settings tab from the Coordinator role permission page and navigate to the Field Permissions panel.
Below are the various configurations you can set up for every employee field:
Checkmark the Can View for Employees box for every desired field permission. With this configuration, Coordinators will be able to discover and view the field for employees but cannot change employee information.
View and edit
Checkmark Can Edit for Employees. With this configuration, Coordinators can view and edit employee information.
If an employee field has neither Can Edit for Employees nor Can View for Employees selected, the field is hidden from the Coordinator and does not appear for them on any user profiles in the organization. This state for employee fields is reserved for fields that the average Coordinator will not need to access.