What a user can see and do in their Lever environment is dictated by their role. In turn, roles are provisioned with permissions corresponding to the objects and workflows in each part of the platform. Lever has five preconfigured roles: Super Admin, Admin, Team Member, Limited Team Member, and Interviewer. The permissions for these roles cannot be edited.
Super Admins have the ability to create custom roles for their Lever environment, whereby they can mix-and-match permissions in order to create specific permission sets for users that need a bespoke degree of access to Lever.
When a user is added to Lever, their account is configured with the role that will dictate what they can view and the actions they can take. To learn more about this workflow, refer to our help article on user management.
The table in this article lists all configurable permissions in Lever, grouped by platform area, as well as the permission sets for each of the five preconfigured roles. Note that any of the listed permissions can be provisioned for a custom role. To learn more, refer to our help article on configuring custom role permissions.
In this article
|
|
This article depicts and describes updates included in our September 2023 Product Release, rolling out progressively in September 2023. For more details related to the release, refer to our Summer 2023 Product Release Notes. |
Roles by function
While the roles given to users in your Lever environment can vary based on your organization's needs, the five preconfigured roles are typically granted along the following function-specific categories:
| Role | Function |
| Super Admin | HR Director, VP of People |
| Admin | Lead Recruiter, Head of Recruiting, Recruiters |
| Team Member | Recruiters, Recruiting Coordinators, Schedulers, Sourcers |
| Limited Team Member | Hiring Managers |
| Interviewer | The rest of your organization |
Permissions table
Scroll within the table to view the full list of permissions as well as the permissions for each of the five preconfigured roles (Super Admin, Admin, Team Member, Limited Team Member, Interviewer). Use a keyword search (⌘ + F on a Mac or Ctrl + F on a Windows computer) to locate a specific permission in the list. Clicking a permission will take you to its description (consisting of its definition and any permissions upon which it is dependent) below the table.
| Postings, candidates, and requisitions | |||||
| Manage profiles and view associated postings | All profiles and postings | All profiles and postings | All profiles and postings | Only if the user is the owner or hiring manager, or is granted access to the profiles and associated job postings | No |
| View other users' interview feedback | View all interview feedback for all profiles the user has access to | View all interview feedback for all profiles the user has access to | No | No | No |
| When on the interview panel, view other users' feedback before submitting their own |
All feedback | All feedback | Use company account's interview feedback visibility setting | No | No |
| Complete feedback on behalf of other users | Yes | Yes | Yes | No | No |
| Approve offers on behalf of other users | Yes | Yes | Yes | No | No |
| Edit, delete, and make activity secret on the candidate profile | Yes | Yes | No | No | No |
| Anonymize candidates | Yes | Yes | No | No | No |
| Manage sources | Yes | Yes | No | No | No |
| Manage tags | Yes | Yes | No | No | No |
| Approve postings on behalf of others user | All postings | Only postings where the approver is the user's direct report | Only postings where the approver is the user's direct report | Only postings where the approver is the user's direct report | No |
| Create and edit postings | Yes | Yes | Yes | No | No |
| View confidential job postings, requisitions, and manage profiles | All confidential job postings, requisitions, and profiles | Only if the user is the owner, creator, or hiring manager, or is granted access to the job postings and associated profiles | Only if the user is the owner, creator, or hiring manager, or is granted access to the job postings and associated profiles | Only if the user is the owner, creator, or hiring manager, or is granted access to the job postings and associated profiles | No |
| Create and edit confidential postings | All postings | Only postings that the user owns | No | No | No |
| View requisitions | All requisitions | All requisitions | Only if the user is the owner, creator, or hiring manager of the requisition | Only if the user is the owner, creator, or hiring manager of the requisition | No |
| Delete requisitions | Any open, closed, and on hold requisitions; any pending, draft, and rejected requisitions. | Any open, closed, and on hold requisitions; any pending, draft, and rejected requisitions. | Only draft, pending, or rejected requisitions for which they are the creator | Only draft, pending, or rejected requisitions for which they are the creator | No |
| Create and edit requisitions that the user has access to | All requisitions | All requisitions | Create and edit draft and pending requisitions if there is a default requisition approval chain and the user is the owner or hiring manager on the requisition | Create and edit draft and pending requisitions if there is a default requisition approval chain and the user is the owner or hiring manager on the requisition | No |
| Link job postings and requisitions to each other | All requisitions | All requisitions | Only if the user is the owner, creator, or hiring manager of the requisition | No | No |
| Approve requisitions on behalf of other users | All requisitions | Only requisitions where the approver is the user's direct report | No | No | No |
| Surveys and application questions | |||||
| Manage candidate surveys | Yes | Yes | No | No | No |
| Delete custom application questions | Yes | Yes | No | No | No |
| Visual Insights |
|||||
| View Visual Insights reports | All options Candidate Experience Surveys, Compliance, Diversity, Equal Employment Opportunity, Hiring Manager, Interviews, Nurture, Offers, Overview, Pipeline, Postings, Recruiter Operations, Requisitions, Sources, Talent Acquisitions Benchmarks, Talent Leader Summary |
Specific options Compliance, Hiring Manager, Interviews, Nurture, Overview, Pipeline, Postings, Recruiter Operations, Requisitions, Sources, Talent Acquisitions Benchmarks, Talent Leader |
Specific options Hiring Manager, Recruiter Operations |
Specific options Hiring Manager |
No |
| Access Visual Insights Report Builder (Data Explorer) | All options EEO Anonymized, EEO Non-anonymized, Opportunities, Requisitions financials, Requisitions opportunities |
No | No | No | No |
| View Visual Insights report schedules | All options | All options | Specific options Only dashboards user shared |
Specific options Only dashboards user shared |
No |
| Change Visual Insights report schedules | All shared dashboards | All shared dashboards | Only if the user created the dashboard | Only if the user created the dashboard | No |
| Manage Visual Insights reports settings | Yes | Yes | No | No | No |
| Pipeline and workflows | |||||
| Manage Easy Book links | Yes | Yes | Yes | Yes | No |
| Edit approval chains for requisitions, postings, and offers | Yes | Yes | No | No | No |
| Manage automation workflows | Yes | No | No | No | No |
| Manage email templates | All email templates | All email templates | All email templates | Only the ones created by the user | No |
| Manage nurture templates | Yes | Yes | Yes | Yes | No |
| Manage offer letter templates, fields, and forms | Manage all offer letter templates, fields, and forms | Manage only offer letter templates and fields | No | No | No |
| Manage archive reasons | Yes | No | No | No | No |
| Manage pipeline stages | Yes | No | No | No | No |
| Integrations and API | |||||
| Manage API credentials and manage integrations | Yes | No | No | No | No |
| Manage Data Warehouse Sync integration | Yes | No | No | No | No |
| Administration and configuration | |||||
| Receive in-app administrative communications | Yes | Yes | No | No | No |
| Manage agencies |
Yes | Yes | No | No | No |
| Manage company contacts |
Yes | No | No | No | No |
| Manage company settings | All options | All options | No | No | No |
| View and edit compliance settings | Yes | Yes | No | No | No |
| Manage feedback settings | Yes | Yes | No | No | No |
| Manage form settings | Yes | Yes | No | No | No |
| Manage requisition settings | Yes | Yes | No | No | No |
| Receive and request sensitive details and changes to the account | Yes | No | No | No | No |
| Manage job sites | Edit job site settings | Edit job site settings except for activating and deactivating the internal job site | No | No | No |
| Edit locking of sources and tag creation | Yes | Yes | No | No | No |
| View and edit roles in settings | Yes | No | No | No | No |
| View, edit, and create users in settings |
All options Super Admin, Admin, Team Member, Limited Team Member, Interviewer, and custom roles |
Specific options Admin, Team Member, Limited Team Member, Interviewer roles |
Specific options Limited Team Member, Interviewer roles |
No | No |
|
|
Although the Interviewer role does not have any configurable permissions, users with this role have the ability to complete interview feedback forms and submit referrals. |
Permission definitions
Below you will find the definitions for each permission. If a permission is dependent on any other permissions, they will be listed below the definition.
What are dependent permissions?
Dependent permissions are those that need to be enabled in conjunction with other permissions in order for the role to which they are associated to function properly. For example, if a custom role has permission A, but permission A is dependent on permissions B and C, the custom role must have permissions A, B, and C.
Postings, candidates, and requisitions
Manage profiles and view associated postings
Grants access to all non-confidential candidates within Lever or profiles and postings the user is granted access to from the posting, by department, team, or location, as well as those for which they are the hiring manager or owner. Users with this permission can be granted Sensitive Information Privileges and (in the event they do not have access to all profiles and postings) personalized degrees of candidate access. Users with this permission can also be granted the ability to perform bulk candidate imports. To learn more, refer to our bulk candidate import article.
Interviews
View other users' interview feedback
Grants users access to view interview feedback other than their own or grant access to view interview feedback only for the panel of which they are a part. If a custom role is provisioned with this permission, it will override the default interview feedback visibility configured in your Lever instance's Company settings. To learn more, refer to our help article on configuring interview feedback visibility.
Dependent permission: Manage profiles and view associated postings
When on the interview panel, view other users' feedback before submitting their own
Before submitting their own feedback on a candidate, users have the ability to view feedback from other interviewers. To learn more, refer to our help article in interview feedback visibility.
Complete feedback on behalf of other users
Users can submit interview feedback on behalf of any user involved in the interview process. Note: this permission is exclusively granted to Super Admins within default roles.
Candidates
Approve offers on behalf of other users
User can authorize job offers on behalf of any user in the approval hierarchy. Note: this is restricted to Super Admins within default roles. To learn more, refer to our help article on approving by proxy.
Edit, delete, and make activity secret on the candidate profile
Users are authorized to modify and delete candidate profiles activities that they did not create, which involves activities like stage movement, archiving, sending emails, and adding remarks.
Dependent permission: Manage profiles and view associated postings
Anonymize candidates
Grants access to anonymize candidates via profile and the 'Candidate data' tab via data compliance settings. To learn more, refer to the section on anonymizing candidate data in our data compliance help article.
Dependent permission: Manage profiles and view associated postings
Manage sources
Users can create and modify sources via their account settings. To learn more about source tags, refer to our help article on tag creation and management.
Dependent permission: Manage profiles and view associated postings
Postings
Manage tags
Users can manually insert and generate tags for both opportunities and postings. To learn more, refer to our help article on tag creation and management.
Dependent permission: Manage profiles and view associated postings
Approve postings on behalf of other users
Users can authorize postings on behalf of any user in the approval hierarchy. Note: this is restricted to Super Admins within default roles. To learn more, refer to our help article on approving by proxy.
Dependent permissions: Create and edit postings + View profiles and associated job postings
Create and edit postings
Users can create, edit, and remove all postings excluding confidential postings. To learn more, refer to our help article on creating creating and managing job postings. Users with this permission can also be granted Sensitive Information Privileges and personalized degrees of candidate access.
Dependent permission: Manage profiles and view associated postings
Confidential postings, requisitions, and profiles
View confidential job postings, requisitions, and manage profiles
Users can gain access to either all confidential postings, requisitions, and profiles or specific postings and associated profiles as well as postings and requisitions for which they are the owner, the hiring manager, or creator.
Dependent permission: Manage profiles and view associated postings
Create and edit confidential postings
Users have the option to either create or edit all confidential postings, or only those for which they are the posting owner. To learn more, refer to our help article on confidential postings.
Dependent permissions: Create and edit postings + Manage profiles and view associated postings + View confidential job postings, requisitions, and manage profiles
Requisitions
View requisitions
Users have the ability to see all requisitions, but they do not have permission to create, modify, or remove them.
Delete requisitions
Users have the ability to any delete open, closed, or on hold requisitions and/or the ability to delete draft, pending, and rejected requisitions. This permission does not confer the ability to create or modify requisitions.
Dependent permission: View requisitions
Create and edit requisitions that the user has access to
Users can create new requisitions and edit existing requisitions. To learn more, refer to our help article on creating and managing requisitions.
Dependent permission: View requisitions
Link job postings and requisitions to each other
Users can link requisitions that they have to which they have access to job postings, or vice versa. To learn more, refer to our help article on linking job postings and requisitions.
Dependent permission: View requisitions
Approve requisitions on behalf of other users
Users can authorize requisitions on behalf of any user in the approval hierarchy. Note: this is restricted to Super Admins within default roles. To learn more, refer to our help article on approving by proxy.
Surveys and application questions
Manage candidate surveys
Users can configure and read reports on different type of surveys for their organization in Lever. Survey configuration can be done via the 'Surveys' tab of the company settings page. To learn more, refer to the following help articles: Using the Candidate Experience Survey, Using diversity surveys, Enabling EEO questions
Delete custom application questions
Users can delete custom application questions created for job postings. To learn more, refer to our help article on adding custom application questions to job postings.
Dependent permission: Manage profiles and view associated postings
Visual Insights
View Visual Insights report schedules
Users can view the delivery details of dashboards shared on a recurring cadence. To learn more, refer to our help article on sharing dashboards.
Access Visual Insights Report Builder (Data Explorer)
Users can access all data fields or specific data fields within Data Explorer to build custom charts and dashboard. To learn more, refer to the following help articles: Building custom charts with Data Explorer, Managing custom dashboards
Dependent permission: View Visual Insights reports
View Visual Insights reports
Grant access to all or specific Visual Insight dashboards. The specific Visual Insights dashboards option include the ability to configure visibility into the following: Overview dashboard, Requisitions dashboard, Pipeline dashboard, Postings dashboard, Sources dashboard, Offers dashboard, Interviews dashboard, Nurture dashboard, Compliance dashboard, EEO dashboard, Recruiter Operations dashboard, Talent Acquisition Benchmarks dashboard, Candidate Experience Surveys dashboard, Hiring Manager dashboard, Data Explorer, Time-to-Hire Wizard, Time-to-Fill Wizard, Exports. To learn more, about each of these dashboards, refer to our Visual Insights chart directory. Users with this permission can be granted the ability to access data exports. To learn more, refer to our data exports help article.
Change Visual Insights report schedules
Users can make edits to the delivery schedule of dashboards shared on a recurring cadence. To learn more, refer to our help article on sharing dashboards.
Manage Visual Insights report settings
User can access the 'Settings' page in Visual Insights, giving them ability to configure the time-to-hire and time-to-fill calculations, as well as the ability opt-in to data sharing in order to enable the Talent Acquisition Benchmarks dashboard. To learn more, refer to the 'Settings' section of our Visual Insights overview article.
Pipeline and workflows
Interviews
Manage Easy Book links
Users can create, edit, and delete Easy Book links for themselves via their account settings. To learn more, refer to our help article on creating and using Easy Book links.
Approvals and automations
Edit approval chains for requisitions, postings, and offers
Users can edit approval workflows for requisition, postings, and offers via the 'Approvals' page in their account settings. To learn more, refer to the following help articles: Building requisition approval workflows, Building posting approval workflows, Building offer approval workflows
Manage automation workflows
Users can create, enable, disable, edit, and delete automation workflows via the automation hub. To learn more, refer to our help article on creating automation workflows.
Templates
Manage email templates
Users can configure (create, edit, and delete) all email templates or only the ones that they have created. To learn more, refer to our email templates help article.
Manage nurture templates
User can create, edit, and delete all nurture templates or only the ones that they have created. To learn more, refer to the 'Nurture templates' section of our email templates help article.
Manage offer letter templates, fields, and forms
User can access either all offer fields, offers forms, and offer letter templates for their organization or only offer letter templates and fields, depending on the sub-permission that has been selected. To learn more, refer to the following help articles: Creating offer letter templates, Creating and managing offer forms
Pipeline
Manage archive reasons
Users can add, modify, reactivate, or deactivate archive reasons via their account settings. To learn more, refer to our help article on archive reason modification.
Dependent permissions: Manage candidate experience, diversity, and equal employment opportunity surveys + Manage automation workflows
Manage pipeline stages
Users can add, modify, reactivate, or deactivate pipeline stages via their account settings. To learn more, refer to our help article on pipeline stage modification.
Dependent permissions: Manage candidate experience, diversity, and equal employment opportunity surveys + Manage automation workflows
Integrations and API
Manage API credentials and manage integrations
Users can generate, view, and remove Application Programming Interface (API) credentials that enable the tools in their organization's tech suite to access data in the Lever environment. Moreover, they can set up integrations via account settings. To learn more about API credentials, refer to our API credentials help article. To learn more about setting up integrations, refer to our 'Integrations' help article collection.
Manage Data Warehouse Sync integration
Users can configure the Data Warehouse Sync integration for their Lever environment. They are provided with credentials to access the database where reporting data is stored. To learn more, refer to our Data Warehouse Sync help article.
Administration and configuration
Company configuration
Receive in-app administrative communications
Users will receive in-app communications from Lever, including product tutorials for new features and self-guided implementation walkthroughs.
Manage agencies
User can create, edit, view, and delete agencies. To learn more, refer to our help article on connecting and working with agencies.
Manage company contacts
User can modify your organization's key contacts in charge of managing the Lever platform by adding, removing, or updating them. Lever uses these contact to connect with the appropriate individual in your organization based on the specific subject matter.
Manage company settings
Company-level settings including the configuration of departments and teams, locations, work types, and specific email sync options. To learn more, refer to our help article on configuring company settings.
View and edit compliance settings
Users can setup GDPR or data compliance preferences in their Lever environment for their organization. To learn more, refer to our help article on configuring data compliance settings.
Manage feedback settings
User can create new feedback forms and modify the existing ones according to their organization's preferences. To learn more, refer to our help article on creating interview feedback forms.
Manage form settings
Users can create new forms and customize existing forms. To learn more, refer to our help article in configuring and using forms.
Manage requisition settings
Users can activate and deactivate requisitions, set up default requisition fields, edit custom requisition fields, and manage requisition approvers. To learn more, refer to our help article on configuring requisition settings.
Receive and request sensitive details and changes to occur
Users can request or receive notifications regarding sensitive account alterations, such as sandbox refreshes and payment details.
Manage job sites
User can configure external and internal job sites, design application forms and posting templates, and customize the appearance of your Lever-hosted job site to align with your organization's branding. To learn more, refer to our help article on configuring your Lever-hosted job site.
Edit locking of sources and tag creation
User can lock source and tag creation. When source and tag creation is locked, only users with the 'Manage tags' permission can create and edit sources and tags. To learn more, refer to our help article on tag creation and management.
Users and roles
View and edit roles in settings
Users can create new roles, modify current roles, and configure permissions assigned to custom roles. To learn more, refer to our help article on creating and managing custom roles.
View, edit, and create users in settings
Users can incorporate, reinstate, disable, and relocate users within and between roles. This permission also gives users the ability to change other users' Sensitive Information Privileges and grant other users personalized degrees of candidate access via their user profile. To learn more, refer to our help article on user management.