Roles and what each can do

Everyone in an OpenATS workspace has one of six roles: Super admin, Admin, Manager, Team member, Limited or Interviewer. The role decides which roles and candidates they can see and what they can change. Admins set it for each person in Settings → Team.

The six roles#

RoleSees and does
Super adminEverything, including settings and billing. The person who created the workspace; it can’t be given to anyone else.
AdminEverything, including settings, billing and the audit log.
ManagerEverything on the roles, clients and projects they lead.
Team memberEvery role that isn’t confidential, and the ones they’re on. New teammates start here.
LimitedOnly the roles they’re on.
InterviewerOnly the candidates they interview.

What only admins can do#

Admins and the super admin are the only people who can open the organization’s settings: Business information, Plans & usage, Hiring, Email, Team management and Data & privacy. That covers billing, imports from another ATS, email templates and sending, the audit log, data exports, erasing a candidate and the privacy request queue. Everyone else’s Settings has Account, Appearance, Integrations, Usage (where your workspace has limits), Scout in OpenATS Cloud, and a read-only Team list.

Day-to-day work#

  • Opening roles: admins, managers and team members.
  • Working with candidates (moving them, notes, email, scheduling): everyone except interviewers.
  • Ask (questions answered across transcripts, resumes and notes): admins, managers and team members. Limited members and interviewers see Ask isn’t available for your role.
  • Sequences and newsletters: not shown to Limited members. Admins, managers and team members write newsletters; only admins send or schedule them.
  • Interviewers see the dashboard, referrals, interviews and settings. On a candidate they interview, they don’t see notes or where the candidate stands.

Mentioning a teammate in a note shares that note with them, and only that note.

Scorecards stay independent#

People on an interview panel can’t see each other’s scorecards until they’ve submitted their own. Turn on Independent scorecards in Settings → Hiring to apply the same rule to everyone in the workspace, admins included.

Approvals#

With Approvals on (Settings → Hiring → Approvals), team members request approval instead of publishing a role or sending an offer, and an admin reviews the request from the dashboard, under Awaiting your approval.

Questions about roles and what each can do#

  • Not a separate one. Give a hiring manager the role that matches what they should see: Manager to lead their department’s roles, Limited for just the roles they’re on, or Interviewer if they only interview. See Hiring managers, interviewers and clients.

  • Everyone active holds a seat except interviewers, who are free on every plan. Company plans have unlimited seats; the Agency plan is paid per recruiter. See Plans, billing and seats.

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