User access role breakdown

The type of access role a user has dictates the actions they can take with objects within their LeverTRM environment. This article consists of tables that provide a breakdown of the capabilities afforded to each access role across the different areas of the LeverTRM platform as follows:

• Sourcing (i.e. features used to fill the top of your recruitment funnel)
• Candidate Management (i.e. features used to manage candidates in the middle and bottom of your recruitment funnel)
• Visual Insights (i.e. in-app reporting)
• Administration & Configuration (i.e. account and company level settings) 

How to read the access role tables

The objects used within each area of the LeverTRM platform are listed in the leftmost column of each table. Each access role is broken down into four functional dimensions (one per column) represented by the acronym "CRUD," defined as follows:

• (C) Create - includes abilities to generate and enable
• (R) Read - includes abilities to view and (in the case of reports) filter
• (U) Update - includes abilities to edit and modify
• (D) Delete - includes abilities to disable and deactivate

If a cell contains a number, the role has partial or conditional access to that capability in relation to the object. Refer to the corresponding footnote beneath the table for an explanation. If a cell is empty, the role does not have access to that capability.

Access roles by function

While the levels of access given to the various members of a talent acquisition team can vary based on the needs of your organization, access roles are typically granted in alignment with the following function-specific categories:

Access role tables

• (1) Admins and Team Members require Sensitive Information Privileges in order to update location, team, work type, and users on a posting.
• (2) Limited Team Members can only view postings if they are granted access or they are the Hiring Manager on the posting.
• (3) Interviewers can still view postings on internal and external job sites as a prospective applicant would.
• (4) Limited Team Members can only view, edit, or delete opportunities if they have access to associated posting (and have not been manually removed from the opportunity's access list). Note that Limited Team Members can also be granted one-off access to opportunities without having access to the associated posting.
• (5) Interviewers can view a list of candidates they have referred in Lever.
• (6) Admins, Team Members, and Limited Team Members can only run bulk candidate imports if granted permission by a Super Admin.
• (7) Limited Team Members can only view or end Nurture campaigns if they have access to the associated posting.

• (1) Draft, pending, and rejected requisitions can only be deleted by the creator of the requisition.
• (2) Team Members can only create requisitions if a default approval chain is enabled. Team Members can only link job postings to requisitions to which they have 'read' access.
• (3) Team Members and Limited Team Members can only view requisitions for which they are the creator, owner, or Hiring Manager.
• (4) Team Members and Limited Team Members can only update pending and draft requisitions. A default approval chain must be enabled and they must also be the owner or Hiring Manager on the requisition.
• (5) Team Member and Limited Team Members can only delete requisitions that they create that are also in a draft, pending, or rejected state.
• (6) Limited Team Members can only create requisitions if a default approval chain is enabled.
• (7) Limited Team Members can only view interview events to which they have been given individual access or if they are the Hiring Manager on the associated posting.
• (8) Interviewers can only view interview events to which they have been added as an interviewer.
• (9) Team Members, Limited Team Members, and Interviewers can only update or delete their own feedback.
• (10) Interviewers can only view their own feedback.
• (11) Admins can view, update, and delete offers that they have created. They require Sensitive Information Privileges in order to view, update, or delete offers they have not created. They can view offers on a one-off basis if they are the Hiring Manager on the associated posting or an Approver/Signatory for the offer.
• (12) Team Members can view, update, and delete offers that they have created. They require Sensitive Information Privileges in order to view, update, or delete offers they have not created. They can view offers on a one-off basis if they are the Hiring Manager on the associated posting or an Approver/Signatory for the offer.
• (13) Limited Team Members can only create offers for opportunities to which they have access.
• (14) Limited Team Members can only view, update, or delete offers for opportunities to which they have access and if they have Sensitive Information Privileges granted. They can view offers on a one-off basis if they are the Hiring Manager on the associated posting or an Approver/Signatory for the offer.
• (15) Admins and Team Members must have Sensitive Information Privileges to view, update, or delete hired candidates, or be the Hiring Manager on the associated posting.
• (16) Limited Team Members can only hire candidates to which they have access.
• (17) Limited Team Members can only view, update, or delete hired candidates to which they have access or if they are the owner of the posting associated with the candidate.

• (1) Super Admins, Admins, Team Members, and Limited Team Members can only see metrics related to opportunities associated with posting for which they are the Hiring Manager.
• (2) Admins, Team Members, and Limited Team Members can only run exports if permission has been granted by a Super Admin. Permission can be configured such that users can only export specific data sets. To learn more about the different data sets available for export, refer to our Exports help article.

• (1) Admins and Team Members can only grant access levels lower than their own.
• (2) Admins can only enable, update, or delete another user's Sensitive Information Privileges if they have been given the ability to do so by a Super Admin.
• (3) Limited Team Members cannot create, update, or delete team email templates.
• (4) Team Members can only create sources and tags if they have not been locked down by a Super Admin or Admin.