Greenhouse CRM user-specific permissions

Permissions: —

Product tier: Available to all subscription tiers

User-specific permissions are extra permissions granted to a user in addition to those included in that user's permission level (Basic, Job Admin, Site Admin).

In this article, we will cover the different user-specific permissions associated with Greenhouse CRM. You can find an overview of Greenhouse CRM here.

In this article:

Note: Some organizations on Greenhouse Recruiting may be using a legacy CRM licensing structure. For more information on the legacy CRM licensing structure, click here.

Greenhouse CRM user-specific permissions

Users who are assigned the Job Admin permission level or higher can be assigned the following optional CRM user-specific permissions:

Permission Description
Can manage CRM When granted, allows a user to configure pools/stages, prospect posts, as well as manage prospects by adding touchpoints, assigning pools/stages reminders, and setting prospect owners.
Can create and manage recruiting events

When granted, allows a user to purchase, create, and edit Events where they're an admin.

Can manage unattached prospects

When granted, allows a user to add prospects to jobs, convert prospects to candidates, and see the private tab for prospects.

Assign Greenhouse CRM user-specific permissions

Note: In order to assign a user-specific permission, you must be a Site Admin with the additional user-specific permission Can edit another user's advanced permissions.

To add user-specific CRM permissions to a Greenhouse Recruiting user, click the Configure icon Configured_Icon.png in the upper right-hand corner and navigate to Users on the left-hand panel.

Configure_-_Users_Master.png

Click the name of the user for whom you wish to assign CRM user-specific permissions.

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From the Edit User page, find the Permissions panel.

Under the User-Specific Permissions section, find Other Actions and click the checkbox next to the CRM user-specific permission to be added to the user.

Edit_User__Create_and_manage_recruiting_events_%2B_Manage_CRM.png

Click Save when finished.

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