Manage Access Roles

you can now view permissions levels for each access role, customize existing access roles and create your own custom roles within ashby access roles are primarily used to provide job, location or department specific access to users with elevated access, or to limit access for organization admins permissions & prerequisites you must have organization admin access to edit or create new access roles access roles can be viewed on all plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ you can create new custom access roles and amend existing access roles on the legacy plus, plus and enterprise plans foundations legacy plus plus enterprise ❌ ✅ ✅ ✅ customers on the foundations plan will only be able to edit the external recruiter access role legacy plus and plus customers can modify existing roles and create up to 3 custom access roles enterprise customers can modify and create as many custom access roles as needed overview access roles to view your active access roles and create new ones, navigate to admin > organization setup > access roles https //app ashbyhq com/admin/permissions/access roles all existing access roles and their permissions will be listed in a grid you can also use this as a reference when assigning access roles to users with elevated access the access role view creating a new access role to create a new access role click + add access role give your role a title, then use the checkboxes to determine the access that the role should have you can pick from the following options can see notes can view notes added to a candidate profile (with the exception of private notes) can see candidate profiles can view candidate profiles can see email communication can view emails exchanged with the candidate that have synced back to ashby can see feedback forms can view feedback forms that have been added or completed on the candidate profile can email/schedule candidate can email or schedule interviews for candidates (please note, to enable this option, the can see candidate profiles option must be enabled) can add/edit candidates can add new candidates in ashby and edit existing candidate profiles (please note, to enable this option the can see candidate profiles option must be enabled) can add/edit jobs can create or edit jobs can submit feedback on behalf of others can complete feedback forms on the behalf of other users (please note, to enable this option the can see feedback forms option must be enabled) can see hired candidates can view candidates in the hired stage of the job’s pipeline can add/edit hired candidates can add or amend candidates in the hired stage of the job’s pipeline (please note, to enable this option the can see hired candidates option must be enabled) can see private fields private notes/fields permissions allow access to private fields, data exports, candidate experience survey submissions and results, offers and files marked as private please note, to enable this option, the can see candidate profiles option must be enabled can make one off edits to approval process can adjust an approval process on a one off basis (more on this in offer approvals ) editing and archiving an access role to amend an existing access role, click on it within the active access roles table the active access roles table with a role highlighted you can then use the checkboxes beside each permission to amend that role’s access click update to confirm your changes the permission stripes for the role being edited you can click on the history tab to view any previous changes made to the access role the history will list the date and time the change was made, who made the change and the changes that were made to archive an active access role, click the archive option in the top right corner of the update access role pop up archiving an access role will not impact any users who already have this access role applied to them within their permissions it will only stop the access role from being added to users in the future restoring an access role if you’ve archived an access role by mistake, use the active dropdown filter so you can either view all access roles, or only archived access roles then click on the access role you’d like to restore while on the update access role pop up for the access role, click the restore button in the top right corner once restored, this access role will then be available when providing access to elevated access users the access role with the restore button highlighted faq can i add quality of hire permissions to custom access roles? quality of hire permissions are added separately you can read more on this access role at quality of hire surveys docid 8hgjn7fbdlsbnk1fk 2db and more about amending permissions at user permissions docid\ i5jhibmkqhyobnnvrl8rk can i make edits to the built in access roles? you can, yes please ensure that you refer to the active access roles table in the future when it comes to assigning these permissions, as the defaults listed in user permissions docid\ i5jhibmkqhyobnnvrl8rk will no longer apply if adjustments are made i already have more custom access roles than i am supposed to have on my plan will some of my roles be deleted? no, if you already have existing custom access roles in your account, you will retain those access roles, even if they are above your plan’s thresholds