- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set parse management permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Manage Parse Settings, set the appropriate permission and click the Save button when complete
General Settings
Managing Notifications
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Account section and select Manage Notifications
- To the right of a Notification type, use the toggles to designate which actions will trigger notifications and/or emails
- All toggle changes on this page are automatically applied and saved
Setting Delete Attachment Permissions for a User
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set attachment deletion permissions for
- Under the user’s Permissions, click to expand the Records section
- To the right of Delete Attachments, set the appropriate permissions then click Save
User Permissions
- Permissions within Top Echelon Recruiting Software can be set on a per-user basis
- Each individual user profile allows for edits to the profile itself as well as permission changes.
- Open this article to review a full list of available user permissions
- To make edits to a user’s permissions:
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set permissions for
- Make any permission changes and click the Save button once complete
Setting Bulk Ownership Change Permissions
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set bulk ownership change permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Bulk Ownership Changes, set the appropriate permission and click the Save button when complete
Setting Bulk Resume Upload Permissions
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set bulk resume upload permissions for
- Under the user’s Permissions, click to expand the Records section
- To the right of Bulk Upload Resumes, set the appropriate permission and click the Save button when complete
Allowing or Restricting a User from Exporting Reports
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set report export permissions for
- Under the user’s Permissions, click to expand the Reports section
- To the right of Allowed To Export, set the appropriate permissions then click Save
Allowing or Restricting a User from Building Reports on Other Users
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set report building permissions for
- Under the user’s Permissions, click to expand the Reports section
- To the right of Build Reports On Other Users, set the appropriate permissions then click Save
Displaying More/Less Results Per Page
- Expand the Sidebar and click on the Settings icon
- Expand the My Account section and select General Settings
- Select the Default number of items displayed in results per page from the corresponding drop-down
Setting Agency Profile Permissions
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set Agency Profile permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Edit Agency Profile, set the appropriate permission and click the Save button when complete