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Understanding Permissions

A deeper look at the Permissions that are available in Pinpoint

Written by Bill Rogers

Pinpoint's permissions system allows you to define which platform functions a team member has access to.

Most permissions are additive, so for example, your Administrators will likely have all permissions assigned to them, where Hiring Managers or Recruiters may only have a specific set of permissions assigned to them.

Some permissions are "Visibility dependent" - visibility dependant permissions, meant that the user will only have the ability to take the action controlled by the permission with Jobs and Candidates that they have visibility over.

NB -Available permissions may vary depending on your Pinpoint package and configuration.

Permissions are split into sections, with categories - a category may have multiple permissions attached to it.


Platform Administration permissions

Category

Permission

Visibility Dependent

Company

Edit company-level settings, configure integrations and manage templates

Templates

Create and manage company templates

User Manager

Invite and manage users

Agencies

Create, update and delete agencies

Manually add and remove applications to and from agencies

Permissions/Visibilities

Manage users' permissions, locations and departments

Master Candidate Records

Merge, delete and block candidate master records

✓

Careers Site

Edit your careers site

Talent Pipeline

Manage the talent pipeline and invite pipeline candidates to apply to jobs

Create public talent pools that other users can see and subscribe to

Calendar Management

Be notified when users' calendars are disconnected

AI Custom Fields

Create, manage and view AI fields

View AI fields, but not create or manage them

API Management

Manage API keys and view API usage

Job Administration

Permission

Description

Visibility Dependent

Requisitions

View all requisitions, create new ones, and create roles from approved requisitions

Create requisitions

View requisitions

Edit requisitions without re-triggering an approval workflow

Create jobs from approved requisitions

Jobs

Create draft jobs

✓

Create private jobs (not visible on careers sites or job boards)

✓

Edit and publish existing draft jobs

✓

Create and manage jobs

View job details via the job information panel

✓

Move applicants between workflow stages or between jobs

✓

Archive jobs and view archived jobs

✓

Delete jobs

✓

Applicants

Export applications to PDF

✓

Export applications to an external HRIS (Note: Anyone with this permission can view all data being exported, even sensitive data)

✓

Adverts

Manage job adverts (Note: Can see all public, open jobs, but no applicant data)

Recruitment Process

Permission

Description

Visibility Dependent

Interviews

Included in the interview team (uneditable)

✓

Configure and invite candidates to interviews

✓

Group Assessments

Create and manage group assessments

Create group assessments

Sensitive Answers

View sensitive custom fields and candidate responses to sensitive questions

✓

Candidate Checks

View the results of integrated background checks

✓

Initiate an integrated background check

✓

View the results of Pinpoint background checks

✓

Order a Pinpoint background check

✓

Offers

Create, send and view offers

✓

Create and view offers, but not send them

✓

Send offers that have been approved

✓

View offers, but cannot create or send them

✓

Edit offers without triggering a sign-off workflow

✓

Comments

View comments on candidates

✓

Create and manage comments

✓

Email and SMS

Send and view emails and SMS messages

✓

View emails and SMS messages, but not send them

✓

Documents

Create document folders for candidates

✓

Onboarding

Permission

Description

Visibility Dependent

Onboarding

Manage onboarding

Manage onboarding processes, but not view candidates

Manage onboarding candidates, but not edit or create processes

Manage assigned onboarding candidates, stages and/or steps

View onboarding candidates, but not manage them

Analytics & Reporting

Permission

Description

Visibility Dependent

Reports

Create and view custom reports

✓

Insights

Create and view insights in the insights hub

✓

Other

Permission

Description

Visibility Dependent

Referrals

View and manage referrals

Automations

Create and manage automations

Reference Checks

View, create and manage reference checks

View reference checks

FAQs

Are some permissions assigned to users by default?

Yes, every user will be assigned the Interview "Included in the interview team" permission regardless of their access group permission level. This is uneditable, and cannot be removed from the users permissions.

Which permissions should we assign to our Hiring Managers?

The permissions companies assign to their hiring managers varies widely based on company policy, preference and responsibilities of the hiring team.

a good starting point is

  • Create and manage jobs (So the hiring managers can create and edit jobs they are managing)

  • Configure and invite candidates to interviews - allowing the hiring manager to set up and schedule interviews with their candidates

  • Create and manage comments - allowing the Hiring team to leave comments on their candidates, and view non-private comments left by other hiring team members

  • Move applicants between workflow stages or jobs - allowing the user to move the candidate along the hiring process

  • Send and view emails & SMS messages - so your team can contact the candidates throughout the hiring process

  • Create requisitions (if using the requisition management system) - allows your hiring managers to request authorisation to create a new job/headcount.

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