This guide covers adding permissions and licenses to users in Ashby Analytics. If you are using Ashby All-In-One, review our 

 guide.

For more on adding and removing Ashby users, check out 

When adding new users in Ashby Analytics make sure you:

: the permissions tab of the user profile will let you specify which data the user has access to, e.g. limiting reporting to a specific job or department.

 the License tab lets you assign a View Only or admin license. The license type determines what 

 the user has access to, e.g. if they are able to build reports or not. 

Licenses are an additional permissions option available in Ashby Analytics only. 

 (optional): pin specific reports or dashboards to the user home page for easy access.

This is common role for analysts, admins, heads of talent, recruiting ops folks, etc. Many companies also grant the entire recruiting team this access level.

Admin for Particular Departments and Jobs

If you want to grant someone partial access, you do so by picking 

 as the global role. From here on you can grant individual access roles for departments or jobs.

In the example above, Ronald has Admin access to the engineering department. The 

. Ronald for example would not be able to see/report on salary information on offers, since these fields are marked as private.

Admin Private for Particular Departments and Jobs

This role configuration is very similar as above, except that the user can report on private fields as well.

Ashby Analytics has two different license types.

Users assigned this license have the ability to explore report templates and save and edit reports and dashboards. They have access to all features in Ashby Analytics.

User with this license are limited to viewing reports created by "Analytics - Admin" users. They can configure their personal home page to show their preferred dashboards and reports, but they cannot create new reports or explore data (e.g. via filtering) on their own.

New users start with no reports or dashboards in their home page by default. Admin users have the option of pinning a custom selection of any report or dashboard to each user's home page to ensure they see the required reporting when they log in to Ashby. 

Visit the 

 tab of any employee profile to add, remove or arrange Home Page content.

the grid icon to the left of the reports or dashboards you'd like to move to re-order them

Click the trash can icon to remove a report or dashboard from the user's home page

 to add a new report or dashboard to the user's home page

Scheduled Dashboards

Permissions & Licenses in Analytics

The openings feature in Ashby lets you track your open headcount and hiring goals as well as metrics for each individual headcount accurately. You can assign multiple openings to a single job.

Openings

Adding your data from your previous ATS to Ashby

migration

Schedule interview activities can be set up within each stage of your job’s interview plan. These activities allow you to select an interview type, interviewers and set the interview’s settings in advance.

schedule_interview_activities

The candidate’s application or consideration for a role. A candidate can have multiple job considerations on their profile, as you can consider a candidate for as many roles as you’d like.

job_considerations

A job board that can only be accessed by users logged into Ashby. The job board or boards your jobs are posted to are selected within the job posting settings.

internal_job_board

Set within a job’s Settings section, users added here will receive notifications about the role they’ve been assigned to. The types of notifications they receive will be based on their Notifications settings within Personal Settings. 

hiring_team

Determine if and when users can view feedback based on their access role. 

feedback_visibility

The users in your Ashby account. Employees can be provisioned automatically via the Google Workspace or Microsoft 365 integration or be added manually. They will be provisioned with Limited Access permissions initially.

employees

Settings to determine if emails sent to and from the candidate are hidden when in the Offer or Hired stages. Can also skip email syncing for hired candidates and for those considered for confidential jobs.

email_visibility

A survey with set wording and questions that candidates can fill out voluntarily. This survey can be added to the application tab of your job postings, be sent out manually or you can create automation rules to send it out automatically.

EEOC_Survey

Reports that are sent to you regularly with information about upcoming interviews or overdue tasks. Can be set up in Personal Settings > Notifications.

digests

The color palette used for all reports and dashboards. The chosen color customization will be applied across the organization for all users.

default_visualization_colors

Dashboards allow you to add multiple reports to one page for easy viewing. You can also add filters to dashboards and link them to each report to filter all reports down without amending each of them individually.

dashboards

Links that you can add to external job board postings to automatically add a specific source to a candidate’s application.

custom_tracking_link

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A feedback form that was created specifically as part of an interview. Cannot be used on other interviews unless it’s promoted to a shared feedback form.

custom_feedback_form

An interview that was created specifically as part of a schedule interview activity. Cannot be used on other jobs or interview plans unless it’s promoted to a shared interview. 

custom_interview

An application form that was created specifically within a job posting. Cannot be used on other jobs or job postings unless it’s promoted to a shared application form. 

custom_application_form

Allow you to create fields to store additional information for candidates, jobs, projects or offers.

custom_fields

The option to remap data into custom buckets for reporting purposes.

calculated_fields

A tool to set rules that will automatically reject an application based on answers to specific questions within the application form.

auto-reject

A tool that allows you to set up a process where one or multiple users must approve an offer, a job or an opening before further action can be taken.

approvals

The form that a candidate completes on your job board when applying for a role. Once the application form is submitted, the candidate will appear in the Application Review section of your job’s pipeline.

application_form

The tool used to configure an email that is automatically sent to a candidate after their application has been submitted.

application_email_confirmation

Removing candidate’s PII from their profile but keeping other information for reporting purposes (pipeline movement, job considerations, etc).

anonymizing_candidates

Clarifying internally why a candidate has been rejected for a role.

archive_reasons

The option to add specify a number of minutes to be blocked off before and after interviews to avoid back-to-back interviews.

buffer

The ID number added to a job for reference purposes. Can be replaced by opening ID if you opt to use openings.

requisition_ID

Any user with access to Ashby can log in and either submit a referral directly or generate a link to share with their community. A candidate who applies via that link will be credited to that user. 

referrals

Where you can set default settings like Location and calendar invite content for interviews and schedule interview activities.

scheduling_defaults

Part of the Google Workspace and Microsoft 365 integrations where users are synced over and given access to Ashby automatically. Users are provisioned with Limited Access by default.

user_sync

The option to add a send-as email address in Gmail and share it with other users. You can also specify a default no-reply address for automated emails. 

shared_email_aliases

Tokens you can add to your sequences and email templates to pull information from the candidate’s profile, from the sender or from the job. This information is then added to the email automatically in place of the token when sending an email.

substitution_tokens

The option to share your email address with others and for others to share theirs with you. Once shared, emails can be sent on another user’s behalf.

email_sharing

A route to import or bulk update candidates, openings or employees by uploading a CSV file. The file can be uploaded and field can be mapped accordingly at Admin > Data Management > Bulk Data Import.

bulk_CSV_import

A route to import candidates by emailing their resumes or CVs over to a candidate upload email address. The email addresses you can use to import candidates can be found in Admin > Data Management > Import via Email.

email_import

Drip campaigns that you can enrol leads or candidates in to gauge their interest in a role.


sequences

Projects are lists of leads or potential candidates. They help you keep track of talent that you're not actively considering for any particular role you currently have open.

projects

The stage the role you’ve created is currently at. The job can either be a draft, open (accepting candidates and/or moving them through the pipeline currently), closed (candidates are no longer being considered) or archived.

job_status

Moving a candidate’s job consideration to another job’s pipeline. This option is available in the ‘More’ section of the candidate’s profile.

transfer

Tasks are shown on your Home page and are any actions that need to be taken (leaving feedback, following up with a candidate, approving an offer, opening, or job, or acknowledging a note you’ve been tagged in)

tasks

Where you can set a rule to stop candidates from being enrolled in a sequence if they have been contacted already within a certain time frame.

Outreach_Frequency_Policy

The final result for an application, either Hired or Archived.

outcome

Where you can see all of the integrations we currently offer. Don’t see the integration you’re looking for? Reach out to support@ashbyhq.com to put in a request.

Integrations_Marketplace

Job_Consideration

Rejecting a candidate's job consideration