The Owner field on a Person, Company, or Job Order record will always default to the person who was responsible for entering that record into the database. However, that field can be changed and updated if necessary (for example, if a Job Order needs to be assigned to a different recruiter) and if the corresponding permissions are granted.
By default, all new users have access to edit the Owner field on any Person, Company, or Job Order record within your Top Echelon Recruiting Software database. Click here to learn how to change record ownership
Please note that the ability to set ownership change permissions is restricted to only those users that have permission to manage users
To set permissions for changing record ownership:
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the My Agency section and then select Manage Users
- All users on the account will populate on the left side of the Manage Users page
- Click on the edit icon
to the right of the person you wish to set Hotlist ownership change permissions for
- Under the user’s Permissions on the right side of the User Profile, click to expand the Records section
- To the right of Change Record Ownership, set the permissions for each record type
- Yes = this user can edit/change the owner field on any Person, Company, or Job Order record in Top Echelon Recruiting Software
- No = this user cannot edit/change the owner field on any Person, Company, or Job Order record in Top Echelon Recruiting Software
- Make sure to click the Save button in the bottom left corner once your changes have been made
