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, and Talent, 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 Talent Group, a Talent Map, 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
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Role Type |
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Dashboard Access |
Super Admin |
User Admin |
Recruiter |
Recruiting Analyst |
Talent Specialist |
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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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✔ |
Company Dashboard Access – User Role Level
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Company Dashboard |
Role Type |
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Task |
Super Admin |
User Admin |
Recruiter |
Recruiting Analyst |
Talent Specialist |
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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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Recruiting Dashboard Access – User Role Level
Users with the following roles have global access across all jobs and can perform tasks for all jobs when assigned a role.
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Recruiting Dashboard |
Role Type |
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Type |
Task |
Super Admin |
User Admin |
Recruiter |
Recruiting Analyst |
Talent Specialist |
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All Jobs |
View 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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All 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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Edit team members’ Match Criteria required status |
✔ |
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✔ |
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Edit team members’ permission level |
✔ |
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✔ |
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Receive email notifications for new job applicants |
✔ |
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✔ |
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Edit team members’ new applicant notification settings |
✔ |
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✔ |
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All Job Match Criteria |
View average Match Criteria |
✔ |
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✔ |
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See individual team members’ Match Criteria input |
✔ |
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✔ |
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Complete the Match Criteria Survey |
✔ |
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✔ |
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Edit own Match Criteria Survey responses
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✔ |
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✔ |
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Send reminders to complete the Match Criteria Survey |
✔ |
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✔ |
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All Job Applicants |
View all applicants |
✔ |
|
✔ |
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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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View applicant profile URLs |
✔ |
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✔ |
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Analytics Dashboard Access – User Role Level
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Analytics Dashboard |
Role Type |
||||
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Task |
Super Admin |
User Admin |
Recruiter |
Recruiting Analyst |
Talent Specialist |
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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 Dashboard – User Role Level
Users with the following roles have global access across all Groups and Maps and can perform tasks for all Groups and Maps when assigned a role.
|
Talent Dashboard |
Role Type |
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Type |
Task |
Super Admin |
User Admin |
Recruiter |
Recruiting Analyst |
Talent Specialist |
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All Talent Match Criteria
|
Create new Match Criteria |
✔ |
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✔ |
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View Match Criteria Dashboard |
✔ |
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✔ |
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View Match Criteria |
✔ |
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✔ |
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Edit Match Criteria information |
✔ |
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✔ |
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Complete the Match Criteria Survey |
✔ |
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✔ |
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Edit own Match Criteria Survey responses |
✔ |
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✔ |
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Add Expert Contributors |
✔ |
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✔ |
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Send reminders to Expert Contributors to complete the Match Criteria Survey |
✔ |
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✔ |
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Remove Expert Contributors |
✔ |
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✔ |
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View Expert Contributors’ input |
✔ |
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✔ |
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Toggle on/off Expert Contributors’ input |
✔ |
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✔ |
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All Talent Groups |
Create Groups |
✔ |
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✔ |
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View Groups |
✔ |
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✔ |
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Edit Group information |
✔ |
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✔ |
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Invite Group Admins |
✔ |
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✔ |
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Resend invites to Group Admins |
✔ |
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✔ |
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Remove Group Admins |
✔ |
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✔ |
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Add Group Members |
✔ |
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✔ |
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View Group Members |
✔ |
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✔ |
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Remove Group Members |
✔ |
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✔ |
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Request Plum profile for Group Members |
✔ |
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✔ |
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Send reminders to Group Members to complete Plum Profile |
✔ |
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✔ |
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View Group Members Plum Profiles |
✔ |
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✔ |
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View Group Members’ Talent energy levels |
✔ |
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✔ |
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All Talent Maps |
Create Maps |
✔ |
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✔ |
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View Maps |
✔ |
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✔ |
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Edit Map information |
✔ |
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✔ |
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Invite Map Admins |
✔ |
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✔ |
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Resend invites to Map Admins |
✔ |
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✔ |
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Remove Map Admins |
✔ |
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✔ |
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Add Map Members |
✔ |
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✔ |
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View Map Members |
✔ |
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✔ |
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Remove Map Members |
✔ |
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✔ |
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Request Plum Profile for Map Members |
✔ |
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✔ |
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Send reminders to Map Members to complete Plum Profile |
✔ |
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✔ |
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View all Members’ Plum Profiles |
✔ |
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✔ |
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View Map Members’ 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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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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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 on all jobs.
|
Recruiting Dashboard |
Permission Type |
|||
|
Type |
Task |
Job Admin |
Job Regular |
Job Limited |
|
Job |
View job |
✔ |
✔ |
✔ |
|
Add jobs |
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Edit a job |
✔ |
✔ |
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Close/reopen a job |
✔ |
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Remove a job |
✔ |
|
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Job Team |
View a job’s team members |
✔ |
✔ |
✔ |
|
Invite team members to a job |
✔ |
✔ |
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Re-invite team members to a job |
✔ |
✔ |
|
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Remove team members from a job |
✔ |
|
|
|
|
Edit team members’ Match Criteria required status for a job |
✔ |
✔ |
|
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Edit team members’ permission level for a job |
✔ |
|
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|
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Receive email notifications for new job applicants for a job |
✔ |
✔ |
|
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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 |
✔ |
✔ |
✔ |
|
See individual team members’ Match Criteria input for a job |
✔ |
✔ |
|
|
|
Complete the Match Criteria Survey for a job |
✔ |
✔ |
✔ |
|
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Edit own Match Criteria Survey responses for a job
|
✔ |
✔ |
✔ |
|
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Send reminders to complete the Match Criteria Survey for a job |
✔ |
✔ |
|
|
|
Job Applicants |
View all applicants for a job |
✔ |
✔ |
|
|
Talent Rediscovery - add one or more prospects to a single job |
✔ |
✔ |
|
|
|
Talent Rediscovery - add a single prospect to one or more jobs |
✔ |
✔ |
|
|
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View select applicant profile URLs for a job |
✔ |
✔ |
✔ |
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Talent Dashboard - User Permissions Level
Users with the following permissions can only perform tasks on a per-Match Criteria, Group, and/or Map basis when that access is granted. They do not have the ability to perform these tasks on all Match Criteria, Groups, and/or Maps.
These permissions are not mutually exclusive. A user can have one of more of each of these permissions when granted.
|
Talent Dashboard |
Permission Type |
|||
|
Type |
Task |
Expert Contributor |
Group Admin |
Map Admin |
|
Talent Match Criteria |
Create new Match Criteria |
|
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|
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View all Match Criteria |
|
✔ |
✔ |
|
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View select Match Criteria |
✔ |
|
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Edit Match Criteria information |
|
|
|
|
|
Complete the Match Criteria Survey |
✔ |
|
|
|
|
Edit own Match Criteria Survey responses |
✔ |
|
|
|
|
Add Expert Contributors |
|
|
|
|
|
Send reminders to Expert Contributors to complete the Match Criteria Survey |
|
|
|
|
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Remove Expert Contributors |
|
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View Expert Contributors’ input |
✔ |
✔ |
✔ |
|
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Toggle on/off Expert Contributors’ input |
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Talent Groups |
Create Groups |
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View all Groups |
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View select Groups |
|
✔ |
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Edit Group information |
|
✔ |
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Invite Group Admins |
|
✔ |
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Resend invites to Group Admins |
|
✔ |
|
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Remove Group Admins |
|
✔ |
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Add Group Members |
|
✔ |
|
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View Group Members |
|
✔ |
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Remove Group Members |
|
✔ |
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Request Plum profile for Group Members |
|
✔ |
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Send reminders to Group Members to complete Plum Profile |
|
✔ |
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View Group Members’ Plum Profiles |
|
✔ |
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View Group Members’ Talent energy levels |
|
✔ |
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Talent Maps |
Create Maps |
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View all Maps |
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View select Maps |
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✔ |
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Edit Map information |
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✔ |
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Invite Map Admins |
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✔ |
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Resend invites to Map Admins |
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✔ |
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Remove Map Admins |
|
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✔ |
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Add Members to a Map |
|
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✔ |
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View Map Members |
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✔ |
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Request Plum Profile for Map Members |
|
|
✔ |
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Send reminders to Map Members to complete Plum Profile |
|
|
✔ |
|
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View Map Members’ Plum Profiles |
|
|
✔ |
|
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View Map Members’ Talent energy levels |
|
|
✔ |
|
|
Add Opportunities |
|
|
✔ |
|
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Import Match Criteria into Opportunities |
|
|
✔ |
|
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View Opportunities |
|
|
✔ |
|
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Edit Opportunities |
|
|
✔ |
|
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Remove Opportunities |
|
|
✔ |
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Update Match Criteria for Opportunities |
|
|
✔ |
|
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View the Match breakdown |
|
|
✔ |
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Update the pipeline status for Matches |
|
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✔ |
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