Permissions: Owners

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

Manager access provides greater visibility and control for your managers so they can be more hands-on in your organization's onboarding plan. Manager access is granted in addition to the default employee access for users who have been selected as a manager for another employee.

Assign manager permissions

Unlike administrative or custom roles, which must be manually assigned to users, manager access is granted automatically when you select a user to be the Manager for another employee.

Manager field highlighted and filled out when onboarding a pending hire

Configure manager permissions

You can update the default access permissions for all managers in your organization on the Permissions page.

Navigate to SettingsData Flow Permissions.

Greenhouse Onboarding Permissions page with Settings Data Flow and Permissions tabs highlighted to show navigation

Scroll down to the Default Access panel and click Edit next to Manager Additional Access.

Manager access edit button on the Permissions page

Your organization can configure the following administrative permissions for managers.

  • Can manage employee documents and signature requests – allows managers to view and manage their employees' documents and signature requests
  • Can only view the tasks that have been assigned to direct reports – allows managers view-only access to their direct reports' onboarding tasks
  • Can view and edit tasks that have been assigned to direct reports – allows managers to view and edit tasks in their direct reports' employee profiles

Manager additional access settings page with administrative permission options highlighted

Customize manager access to employee fields

Your organization can also configure the employee fields that managers have access to view or edit for their direct reports.

Note: Manager view and edit access to their direct reports' employee fields will be set to Employee Access by default until you grant additional access.

Each field permission is made up of two types of access:

  • Can Edit for Direct Reports – managers can update the field for their direct reports
  • Can View for Direct Reports – managers can only view the field on their employee's profile

Manager Additional Access field permission settings

Note: The Can Edit for Direct Reports permission is used in conjunction with the employee access permission Can Edit for Onself. If the employee's permission is configured, but the manager's permission is not, only employees and administrators will be able to update this field.

View only

You may want a manager to see an employee field but not be able to update this information themselves. For example, you can allow a manager to view the Date of Termination field, but only allow Owners and Coordinators to update the value.

For this configuration, select the Can View for Direct Reports box only. Leave the Can Edit for Direct Reports checkbox unchecked. 

Example of view only manager field permission

View and edit

Select both checkboxes to allow managers to see and edit an employee field.

Employee fields that managers have access to edit will be included in that user's manager form.

Example of view and edit manager field permission

Hidden

Uncheck both boxes to keep a field completely hidden from managers.

Example of hidden field for manager field permissions

Additional resources