Permissions: Owners

Product tier: Available for Greenhouse Welcome and Greenhouse Onboarding subscription tiers

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.

Greenhouse Onboarding homepage for Owner with Settings tab highlighted

On the Settings page, navigate to Data Flow Permissions.

Greenhouse Onboarding Settings page with Data Flow and Permissions tabs highlighted

Scroll to Administrative Access, then click Coordinator.

Coordinator role listed under Administrative Access in Permissions

Navigate to the Users tab, then click Add User.

Add user button for Coordinator role in Greenhouse Onboarding

Use the dropdown menu to select the user you'd like to assign Coordinator permissions.

Click Save and Close.

Add users to Coordinator role window in Greenhouse Onboarding

Note: If the user already has Owner access, they can't be assigned the Coordinator role.

Remove Coordinator permissions

To remove a user's Coordinator permissions, navigate back to the Coordinator role on the Permissions page.

Coordinator role highlighted under Administrative Access in Permissions

Navigate to the Users tab.

Click Remove next to the user you want to remove from the Coordinator role.

Remove button highlighted for Coordinators in role settings

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.

Coordinator role page in Greenhouse Onboarding with Settings tab opened and administrative permissions options highlighted

Manage Coordinator field permissions settings

Note: Coordinators' view and edit access to other employee fields will be set to default access until you configure additional access in the role's 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.

Field permissions settings for Coordinator role in Greenhouse Onboarding

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.

Example of view-only permissions configured for Coordinators

Assign view and edit access to a field

To allow Coordinators to both see and modify a field, select the checkbox in both columns. 

Example of full field editing access configured for Coordinators

Note: Selecting the Can Edit for Employees box will automatically allow them to view the field. 

Hide fields from Coordinators

To hide an employee's field from the coordinator role, leave both boxes blank.

Example of field hidden from Coordinators

Additional resources

Learn more about configuring user permissions and access in Greenhouse Onboarding: