In Plum, user access is granted in one of two ways:
- Assigned a user role at the company level, which defines system-level access to one or more of the following dashboards: Company, Recruiting, Analytics, Talent, and Match Criteria as well as various features and functionalities within each dashboard. These roles are global and take precedence over the permissions granted below. User roles are assigned and managed within the Company tab and can be edited or revoked at any time by those with the User Admin or Super Admin role.
- Assigned a user permission to a specific area within a dashboard (I.e., a Job, a Group, a Talent Map, a Leadership Potential Cohort, and/or a Match Criteria). These permissions are assigned and managed within the requisite area. User permissions are stand-alone and do not require the user to have a global role.
In this article, you will find the detailed list of User Roles and User Permissions for:
User Role Levels
Dashboard Access Overview - User Role Level
|
Dashboard Access |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
Company |
✔ |
✔ |
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Recruiting |
✔ |
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✔ |
✔ |
✔ |
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Analytics |
✔ |
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✔ |
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Talent |
✔ |
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✔ |
✔ |
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Match Criteria |
✔ |
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✔ |
✔ |
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✔ |
✔ |
✔ |
Company Dashboard Access – User Role Level
|
Company Dashboard |
Role Type |
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Task |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
Add employees |
✔ |
✔ |
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View all employees |
✔ |
✔ |
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Remove employees (other than self) |
✔ |
✔ |
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Assign all roles |
✔ |
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Assign all roles (except Super Admin) |
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✔ |
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Edit all roles (other than self) |
✔ |
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Edit all roles (except Super Admin) |
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✔ |
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| View and sort assignments | ✔ |
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| Export list of employees | ✔ | ✔ |
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Recruiting Dashboard Access – User Role Level
The following permissions for each role type apply to all jobs in the Recruiting Dashboard.
Recruiting Dashboard - All Jobs:
|
Type |
Task |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
General Functions |
View, sort and filter jobs |
✔ |
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✔ |
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Add a job |
✔ |
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✔ |
✔ |
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Edit jobs |
✔ |
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✔ |
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Close/reopen jobs |
✔ |
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✔ |
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Remove jobs |
✔ |
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✔ |
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Job Teams |
View team members |
✔ |
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✔ |
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Invite team members |
✔ |
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✔ |
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Re-invite team members |
✔ |
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✔ |
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Remove team members |
✔ |
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✔ |
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Receive email notifications for new job candidates |
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Edit team members’ new candidate notification settings |
✔ |
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✔ |
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Job Match Criteria |
View average Match Criteria |
✔ |
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✔ |
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Add Match Criteria |
✔ |
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✔ |
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Replace Match Criteria |
✔ | ✔ |
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Accept Updates to Match Criteria |
✔ | ✔ |
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Job Candidates |
View all applicants |
✔ |
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✔ |
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Make pipeline status changes |
✔ |
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✔ |
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Talent Rediscovery - add one or more prospects to a single job |
✔ |
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✔ |
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Talent Rediscovery - add a single prospect to one or more jobs |
✔ |
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✔ |
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Make Notes |
✔ |
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✔ |
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Edit Notes |
✔ |
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✔ |
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View applicant profile URLs |
✔ |
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✔ |
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The following permissions for each role type apply to all jobs the user created or is a team member of in the Recruiting Dashboard.
Recruiting Dashboard – Jobs the user created or has been added to as a Team Member
|
Type |
Task |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
General Functions |
View, sort and filter jobs |
✔ |
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✔ |
✔ |
✔ |
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Add a job |
✔ |
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✔ |
✔ |
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Edit jobs |
✔ |
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✔ |
✔ |
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Close/reopen jobs |
✔ |
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✔ |
✔ |
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Remove jobs |
✔ |
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✔ |
✔ |
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Job Teams |
View team members |
✔ |
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✔ |
✔ |
✔ |
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Invite team members |
✔ |
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✔ |
✔ |
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Re-invite team members |
✔ |
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✔ |
✔ |
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Remove team members |
✔ |
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✔ |
✔ |
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Receive email notifications for new job candidates |
✔ |
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✔ |
✔ |
✔ |
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Edit team members’ new candidate notification settings |
✔ |
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✔ |
✔ |
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Job Match Criteria |
View average Match Criteria |
✔ |
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✔ |
✔ |
✔ |
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Add Match Criteria |
✔ |
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✔ |
✔ |
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Replace Match Criteria |
✔ | ✔ | ✔ |
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Accept Updates to Match Criteria |
✔ | ✔ | ✔ |
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Job Candidates |
View all applicants |
✔ |
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✔ |
✔ |
✔ |
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Make pipeline status changes |
✔ |
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✔ |
✔ |
✔ |
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Talent Rediscovery - add one or more prospects to a single job |
✔ |
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✔ |
✔ |
✔ |
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Talent Rediscovery - add a single prospect to one or more jobs |
✔ |
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✔ |
✔ |
✔ |
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Make Notes |
✔ |
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✔ |
✔ |
✔ |
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Edit Notes |
✔ |
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✔ |
✔ |
✔ |
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View applicant profile URLs |
✔ |
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✔ |
✔ |
✔ |
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Analytics Dashboard Access – User Role Level
|
Analytics Dashboard |
Role Type |
||||||||
|
Task |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
View insights summary |
✔ |
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✔ |
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View all insights |
✔ |
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✔ |
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Filter all insights by date, job(s), or team member(s) |
✔ |
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✔ |
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Talent Management – User Role Level
The following permissions for each role type apply to all collections (Groups, Talent Maps, and Leadership Potential Cohorts) within Talent management.
|
Talent Management |
Role Type |
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|
Type |
Task |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
All Groups
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Create new Groups |
✔ |
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✔ |
✔ |
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View, sort and filter all Groups |
✔ |
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✔ |
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Edit Info |
✔ |
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✔ |
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Archive/Delete |
✔ |
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✔ |
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Invite Collaborators |
✔ |
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✔ |
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Resend invites to Collaborators |
✔ |
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✔ |
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Remove Collaborators |
✔ |
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✔ |
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Add employees |
✔ |
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✔ |
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View list of employees |
✔ |
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✔ |
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Remove employees |
✔ |
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✔ |
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Request Plum Profile for employees |
✔ |
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✔ |
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Send reminders to employees to complete Plum Profile |
✔ |
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✔ |
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View employees' Plum Profiles |
✔ |
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✔ |
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View employees’ Talent energy levels |
✔ |
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✔ |
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Export Group Employee Data |
✔ |
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✔ |
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All Talent Maps
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Create new Maps |
✔ |
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✔ |
✔ |
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View, sort and filter all Maps |
✔ |
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✔ |
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Edit Info |
✔ |
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✔ |
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Archive/Delete |
✔ |
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✔ |
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Invite Collaborators |
✔ |
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✔ |
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Resend invites to Collaborators |
✔ |
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✔ |
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Remove Collaborators |
✔ |
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✔ |
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Add employees |
✔ |
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✔ |
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View list of employees |
✔ |
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✔ |
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Remove employees |
✔ |
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✔ |
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Request Plum Profile for employees |
✔ |
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✔ |
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Send reminders to employees to complete Plum Profile |
✔ |
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✔ |
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View employees’ Plum Profiles |
✔ |
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✔ |
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View employees’ Talent energy levels |
✔ |
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✔ |
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Add Opportunities |
✔ |
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✔ |
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Import Match Criteria into Opportunities |
✔ |
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✔ |
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View Opportunities |
✔ |
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✔ |
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Edit Opportunities |
✔ |
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✔ |
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Remove Opportunities |
✔ |
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✔ |
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Update Match Criteria for Opportunities |
✔ |
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✔ |
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Publish Opportunities to Employees' Profiles |
✔ |
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✔ |
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View the Match breakdown |
✔ |
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✔ |
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Update the pipeline status for Matches |
✔ |
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✔ |
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Export Map Data |
✔ |
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✔ |
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All Leadership Potential Cohorts
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Create new Cohorts |
✔ |
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✔ |
✔ |
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View, sort and filter all Cohorts |
✔ |
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✔ |
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Edit Info |
✔ |
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✔ |
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Archive/Delete |
✔ |
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✔ |
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Invite Collaborators |
✔ |
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✔ |
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Resend invites to Collaborators |
✔ |
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✔ |
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Remove Collaborators |
✔ |
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✔ |
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Add employees |
✔ |
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✔ |
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View list of employees |
✔ |
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✔ |
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Remove employees |
✔ |
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✔ |
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Request Plum Profile for employees |
✔ |
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✔ |
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Send reminders to employees to complete Plum Profile |
✔ |
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✔ |
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View employees' Plum Profiles |
✔ |
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✔ |
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View employees' Leadership Potential ratings |
✔ |
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✔ |
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Export Cohort Employee Data |
✔ |
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✔ |
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The following permissions for each role type apply to all Collections within Talent Management that the user created or has been added to as a Collaborator.
Talent Management - Collections the user created or was added to as a Collaborator
|
Talent Management |
Role Type |
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|
Type |
Task |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
Groups
|
Create new Groups |
✔ |
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✔ |
✔ |
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View sort and filter Groups |
✔ |
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✔ |
✔ |
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Edit Info |
✔ |
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✔ |
✔ |
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Archive/Delete |
✔ |
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✔ |
✔ |
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Invite Collaborators |
✔ |
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✔ |
✔ |
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Resend invites to Collaborators |
✔ |
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✔ |
✔ |
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Remove Collaborators |
✔ |
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✔ |
✔ |
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Add employees |
✔ |
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✔ |
✔ |
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View list of employees |
✔ |
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✔ |
✔ |
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Remove employees |
✔ |
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✔ |
✔ |
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Request Plum Profile for employees |
✔ |
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✔ |
✔ |
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Send reminders to employees to complete Plum Profile |
✔ |
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✔ |
✔ |
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View employees' Plum Profiles |
✔ |
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✔ |
✔ |
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View employees’ Talent energy levels |
✔ |
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✔ |
✔ |
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Export Group Employee Data |
✔ |
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✔ |
✔ |
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Talent Maps
|
Create new Maps |
✔ |
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✔ |
✔ |
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View, sort and filter Maps |
✔ |
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✔ |
✔ |
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Edit Info |
✔ |
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✔ |
✔ |
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Archive/Delete |
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✔ |
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Invite Collaborators |
✔ |
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✔ |
✔ |
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Resend invites to Collaborators |
✔ |
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✔ |
✔ |
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Remove Collaborators |
✔ |
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✔ |
✔ |
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Add employees |
✔ |
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✔ |
✔ |
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View list of employees |
✔ |
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✔ |
✔ |
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Remove employees |
✔ |
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✔ |
✔ |
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Request Plum Profile for employees |
✔ |
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✔ |
✔ |
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Send reminders to employees to complete Plum Profile |
✔ |
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✔ |
✔ |
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View employees’ Plum Profiles |
✔ |
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✔ |
✔ |
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View employees’ Talent energy levels |
✔ |
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✔ |
✔ |
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Add Opportunities |
✔ |
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✔ |
✔ |
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Import Match Criteria into Opportunities |
✔ |
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✔ |
✔ |
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View Opportunities |
✔ |
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✔ |
✔ |
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Edit Opportunities |
✔ |
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✔ |
✔ |
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Remove Opportunities |
✔ |
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✔ |
✔ |
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Update Match Criteria for Opportunities |
✔ |
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✔ |
✔ |
|
||
| Publish Opportunities to Employees' Profiles |
✔ |
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✔ |
✔ |
|
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View the Match breakdown |
✔ |
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✔ |
✔ |
|
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|
Update the pipeline status for Matches |
✔ |
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✔ |
✔ |
|
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|
Export Map Data |
✔ |
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✔ |
✔ |
|
||
|
Leadership Potential Cohorts
|
Create new Cohorts |
✔ |
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✔ |
✔ |
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View, sort and filter Cohorts |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Edit Info |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Archive/Delete |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Invite Collaborators |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Resend invites to Collaborators |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Remove Collaborators |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Add employees |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
View list of employees |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Remove employees |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
Request Plum Profile for employees |
✔ |
|
|
|
|
✔ |
✔ |
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||
|
Send reminders to employees to complete Plum Profile |
✔ |
|
|
|
|
✔ |
✔ |
|
||
|
View employees' Plum Profiles |
✔ |
|
|
|
|
✔ |
✔ |
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||
|
|
View employees' Leadership Potential ratings |
✔ |
|
|
|
|
✔ |
✔ |
|
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|
Export Cohort Employee Data |
✔ |
|
|
|
|
✔ |
✔ |
|
|
Match Criteria Catalog – User Role Level
The following permissions for each role type apply to all Match Criteria in the Match Criteria Catalog.
|
Match Criteria Catalog |
Role Type |
|||||||||
|
Type |
Task |
Super Admin |
User Admin |
Recruiting Admin |
Recruiting Specialist |
Recruiting Coordinator |
Recruiting Analyst |
Talent Admin |
Talent Specialist |
Match Criteria Admin |
|
General Functions
|
Create new Match Criteria |
✔ |
✔ |
|||||||
|
View, sort and filter Match Criteria on the Catalog dashboard |
✔ |
✔ | ✔ | ✔ | ✔ |
✔ |
||||
|
View individual Match Criteria |
✔ |
✔ | ✔ | ✔ | ✔ |
✔ |
||||
|
Edit Match Criteria information |
✔ |
✔ |
||||||||
|
Archive/Delete |
✔ |
✔ |
||||||||
|
Expert Contributors |
Add Expert Contributors |
✔ |
✔ |
|||||||
|
Send reminders to Expert Contributors to complete the Match Criteria Survey |
✔ |
✔ |
||||||||
|
Remove Expert Contributors |
✔ |
✔ |
||||||||
|
View Expert Contributors’ input |
✔ |
✔ |
||||||||
|
Toggle on/off Expert Contributors’ input |
✔ |
✔ |
||||||||
User Permissions Level
Recruiting Dashboard - User Permissions Level
Users with the following permissions can only perform tasks on a per-job basis when that access is granted. They do not have the ability to perform these tasks for all jobs.
|
Recruiting Dashboard |
Permission Type |
|
|
Type |
Task |
Hiring Team Member |
|
General Functions |
View job |
✔ |
|
Add jobs |
|
|
|
Edit a job |
|
|
|
Close/reopen a job |
|
|
|
Remove a job |
|
|
|
Job Team |
View a job’s team members |
✔ |
|
Invite team members to a job |
|
|
|
Re-invite team members to a job |
|
|
|
Remove team members from a job |
|
|
|
Receive email notifications for new job applicants for a job |
|
|
|
Edit own new applicant notification settings for a job |
|
|
|
Edit team members’ new applicant notification settings for a job |
|
|
|
Job Match Criteria |
View average Match Criteria for a job |
✔ |
| Add Match Criteria | ||
| Replace Match Criteria | ||
| Accept Updates to Match Criteria | ||
|
Job Applicants |
View all applicants for a job |
|
|
Make pipeline status changes |
|
|
|
Talent Rediscovery - add one or more prospects to a single job |
|
|
|
Talent Rediscovery - add a single prospect to one or more jobs |
|
|
|
Make notes |
✔ |
|
|
Edit notes |
✔ |
|
|
View select applicant profile URLs for a job |
✔ |
|
Talent Management - User Permissions Level
Users with the following permissions can only perform tasks on a per-collection basis within Talent Management. When added as a Collaborator to a Group, Talent Map, and/or Leadership Potential Cohort, the user is granted view-only permissions for those collections. They do not have the ability to perform these tasks for all Groups, Talent Maps, and/or Leadership Potential Cohorts.
These permissions are not mutually exclusive. A user can have one of more of each of these permissions when granted.
|
Talent Management |
Permission Type |
|||
|
Type |
Task |
Collaborator (Group) |
Collaborator (Map) |
Collaborator (Cohort) |
|
Groups
|
Create new Groups |
|
|
|
|
View all Groups |
|
|
|
|
|
View select Groups |
✔ |
|
|
|
|
Edit Info |
|
|
||
|
Invite Collaborators |
|
|
||
|
Resend invites to Collaborators |
|
|
||
|
Remove Collaborators |
|
|
||
|
Add employees |
|
|
||
|
View list of employees |
✔ |
|
|
|
|
Remove employees |
|
|
|
|
|
Request Plum Profile for employees |
✔ |
|
|
|
|
Send reminders to employees to complete Plum Profile |
✔ |
|
|
|
|
View employees’ Plum Profiles |
✔ |
|
|
|
|
View employees’ Talent energy levels |
✔ |
|
|
|
|
Export Group Employee Data |
✔ |
|
|
|
|
Talent Maps
|
Create new Maps |
|
|
|
|
View all Maps |
|
|
|
|
|
View select Maps |
|
✔ |
|
|
|
Edit Info |
|
|
||
|
Invite Collaborators |
|
|
||
|
Resend invites to Collaborators |
|
|
||
|
Remove Collaborators |
|
|
||
|
Add employees |
|
|
||
|
View list of employees |
|
✔ |
|
|
|
Request Plum Profile for employees |
|
✔ |
|
|
|
Send reminders to employees to complete Plum Profile |
|
✔ |
|
|
|
View employees’ Plum Profiles |
|
✔ |
|
|
|
View employees’ Talent energy levels |
|
✔ |
|
|
|
Add Opportunities |
|
|
||
|
Import Match Criteria into Opportunities |
|
|
||
|
View Opportunities |
|
✔ |
|
|
|
Edit Opportunities |
|
|
||
|
Remove Opportunities |
|
|
||
|
Update Match Criteria for Opportunities |
|
|
||
| Publish Opportunities to Employees' Profiles |
|
|
||
|
View the Match breakdown |
|
✔ |
|
|
|
Update the pipeline status for Matches |
|
✔ |
|
|
|
Export Map Data |
|
✔ |
|
|
|
Leadership Potential Cohorts
|
Create new Cohorts |
|
|
|
|
View all Cohorts |
|
|
|
|
|
View select Cohorts |
|
|
✔ |
|
|
Edit Info |
|
|
|
|
|
Archive/Delete |
|
|
|
|
|
Invite Collaborators |
|
|
|
|
|
Resend invite to Collaborators |
|
|
|
|
|
Remove Collaborators |
|
|
|
|
|
Add employees |
|
|
|
|
|
View list of employees |
|
|
✔ |
|
|
Remove employees |
|
|
|
|
|
Request Plum Profile for employees |
|
|
✔ |
|
|
Send reminders to employees to complete Plum Profile |
|
|
✔ |
|
|
View employees' Plum Profiles |
|
|
✔ |
|
|
View employees' Leadership Potential ratings |
|
|
✔ |
|
|
Export Cohort Employee Data |
|
|
✔ |
|
Match Criteria Catalog - User Permissions Level
Users with the following permissions can only perform tasks on a per-Match Criteria basis when that access is granted. They do not have the ability to perform these tasks on all Match Criteria.
|
Match Criteria Dashboard |
Permission Type |
|
|
Type |
Task |
Expert Contributor |
|
General Functions
|
Create new Match Criteria |
|
|
View all Match Criteria |
|
|
|
View select Match Criteria |
✔ |
|
|
Edit Match Criteria information |
|
|
|
Archive/Delete |
|
|
|
Match Criteria Survey |
Complete the Match Criteria Survey |
✔ |
|
Edit own Match Criteria Survey responses |
✔ |
|
|
Expert Contributors |
Add Expert Contributors |
|
|
Send reminders to Expert Contributors to complete the Match Criteria Survey |
|
|
|
Remove Expert Contributors |
|
|
|
View Expert Contributors’ input |
✔ |
|
|
Toggle on/off Expert Contributors’ input |
|
|
