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Who can see and manage Reference Checks?

Peter Flickinger avatar
Written by Peter Flickinger
Updated over 2 weeks ago

Setting up reference checking permissions is crucial for managing candidate assessments in Pinpoint. This article will guide you through the necessary steps to grant reference check permissions, ensuring that users can effectively perform their roles in the hiring process.


How do I Grant Reference Checking Permissions?

To grant reference checking permissions, you need to decide whether a user will have the ability to view, create, and manage reference checks or just view them. Only the users with "company manager" or "template" permissions can configure reference templates. Follow these steps to set up the permissions:

  1. Determine User Permissions
    Identify the user who needs access and decide whether they require full access to manage reference checks or just view access.

  2. Grant Permissions Directly
    If granting permissions directly, you can use the user management feature to assign the necessary permissions to their account.

  3. Add to Access Group
    Alternatively, you can place the user in an access group that has the required permissions. You can learn how to manage user access groups by following this link.

  4. Check Job Visibility
    Ensure that the user has visibility over the job before they can send or view references for candidates associated with that job.

Once you have configured the reference checking permissions appropriately, users will be able to handle reference checks based on the permissions granted. This setup can enhance the efficiency of your hiring process and ensure that the right people have access to critical information.



FAQs and Troubleshooting

What are the different permission levels for reference checking?

Users can either have full management access or just view access for reference checks. Only users with "company manager" or "template" permission can configure reference templates.

What should I do if a user cannot access reference checks?

Check if the user has appropriate permissions or whether they have visibility over the job associated with the reference checks. Adjust their permissions accordingly.

How can I find out what permissions a user has?

You can access the user management section in Pinpoint to view current permissions assigned to any user.

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