How do I grant users permission to export data?

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Available for User roles Super Admins
Plans Enterprise, Professional, and Starter
Please note: This feature is being rolled out as part of the Winter Release and may not yet be available for your account. If you would like to learn more, please reach out to your account manager.

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. Go to the users page within settings, 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". 

Please note: 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.

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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. 

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

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What will users see when they are granted Export Permissions?

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.

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