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. See below for a full list of available user permissions.
Please note that the ability to access and edit user profiles is restricted to only those users that have permission to manage users.
To make edits to a user’s permissions:
- 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 permissions for
- Make any necessary edits in the Permissions section and click the Save button in the bottom left corner once complete
User permissions in Top Echelon Recruiting Software include:
Please note: ($) signifies a permission that allows a user to charge the credit card on file
Agency Permissions
- Manage Users ($)
- Manage Activity Types
- Display Inactive Users
- Edit Agency Profile
- Manage Billing ($)
- Can Run Contact Imports
- Access Database Backup
- Manage Custom Fields
- Manage Deleted Items
- Manage Tags
- Bulk Ownership Changes
- Manage Parse Settings
- Ability to Customize Pipeline Stages
- Manage Privacy Compliance
- Ability to Print Lists
Record Permissions
- View Records
- Edit Records
- Delete Records
- Delete Attachments
- Add Records
- Bulk Upload Resumes
- Export Records
- Merge Records
- Change Record Ownership
Agency Placement Permissions
- Ability to View Placement Forms
- Ability to File Placement Forms
- Ability to Edit Placement Forms
- Ability to Delete Placement Forms
Hotlist Permissions
Email Permissions
- Allowed to Send Email as Another User
- Allowed to Send Email Using Aliases
- Ability to Send Mass Email
- Manage Email Aliases
- Allow Standard Email Overage ($)
- Allow Mass Email Overage ($)
- Request Email Cleanup ($)
- Manage Signatures
- Create Templates
- Edit Templates
- Delete Templates
Report Permissions
Planner Permissions
- See Planner of Other Users
- Schedule and Edit Activities for Other Users
- Delete Activities
- Set/Edit Completed Date of Activities
Job Board & Posting Permissions (if applicable)
- Manage Job Board ($)
- Post Jobs to Job Board
- Manage Job Posting Subscription ($)
- Post Jobs to External Sites ($)
Top Echelon Network Permissions (if applicable)