Granting users data export access

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Available for User roles Super Admins
Packages All Lever packages

Generating and analyzing reports plays a key part in monitoring and improving your hiring processes. With Lever's flexible Export Permissions, you can grant the ability to export data on a per-user and per-report basis.

How do I configure Export Permissions? 

You must be a Super Admin to configure Export Permissions. Navigate to Settings > Users, find the user that you want to edit and click on their name. Then click on the "Access" tab. Scroll down to the bottom section called "Additional permissions". 

 

Export permissions cannot be configured for Super Admins or Interviewers. Super Admins always have access to export all reports. Interviewers do not have the ability to view the reports section of Lever.

User informataion editor with arrow pointing to Access tab and Additional permissions section is circled include allow user to access data exports toggle.

Click on the toggle that says "Allow user to access data exports". This will open a menu where you can select which exports the user will be allowed to run. Grant permission to specific exports by ticking the corresponding checkbox. 

 

Granting a user export permissions may allow them to download data for candidates that they don't have access to through their Access role

Close-up of additional permissions section with allow user to access data exports toggle in on position. Menu of exports expanded beneath toggle with various exports selected.

What will users see when they are granted Export Permissions?

Visual Insights

When a user selects the download icon () in the left-side navigation, the menu that appears will list any data exports that they have permission to access.

Arrow pointing to download button in left-side navigation of Visual Insights interface

For full details, refer to our help article on running data exports from Visual Insights.

Legacy Reports

When a user goes to the reports page, they will only see exports that they have access to. In the above example, the user was granted access to the Candidates, Diversity, EEO/OFCCP, and Offers exports. This user will see those exports listed in the left sidebar.

 

Granting a user export permissions only allows access to the Exports section of the reports page. Access to export customizable reports such as Candidate stats, Conversion rates, Pipeline speed, Offers, Interviews, and Interview calibration) using the "Export to Spreadsheet" option in the upper right corner is reserved for Super Admins only.

Exports section circled in left-side navigation of Legacy Reports.

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