Roles provide the ability for administrators to limit and control the experience of their users. The ability to create custom user roles in Crelate is a Business feature, however, Professional users can modify both the default roles to tailor the user experience for non-admin users.
For further information on this topic, you may also reference our video here: Managing User Roles
To access and create roles in Crelate select: Settings>>User Roles
Roles are applied to users in Crelate, and by default all users are created with the "recruiter" role. The recruiter roll is designed to provide a recruiter with the experience they need for their day-to-day work. However, administrators can edit this default role, for example, to remove the ability to export to excel. They can also control how recruiters can delete jobs, or view activities, by configuring these privileges.
The other default role is reserved for Administrators and this role is not configurable. By default, Administrators have full access to all records within the system.
Business Customers can configure additional user roles by selecting the + sign as shown above. By default, when creating a new role, that role type will have no privileges.
A user can be assigned multiple roles. If a user is assigned to more than one role, they will be granted the highest privilege that has been made available to them. (ie. If they are assigned in one role for Contacts as ‘read only’ and in a another role as ‘full’- they’ll have full privileges on Contacts within the system).
About Privileges and Records
When configuring the privileges for a role, admins can control how a user can interact with a particular record type. Records represent the "type" of data that you can set privileges on. For example, Contacts and Companies are a record. The experience that a user has when interacting with a record is controlled by their "privilege." Privileges can be defined as:
- None: Users with this privilege cannot view that record type
- Read: Users with this privilege can only view, but not create or edit that record type
- Create: Users with this privilege can create and view but may not make edits or delete (this is specifically for 'activity types')
- Edit: Users with this privilege can create, view and make edits to that record type
- Full: Users with this privilege can create, view, make edits, and delete that record type.
Assigning a User as an Admin
Navigate to Settings>>Users>>Select the user>>Use the slider toggle to 'administrator'
For more on selecting roles for your users, please see this article: How to Add a User