Understanding Roles

A deeper look at the Roles that are available in Pinpoint

Edd Slaney avatar
Written by Edd Slaney
Updated over a week ago

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

Most roles are additive, so for example, your Administrators will likely have all roles assigned to them, where Hiring Managers or Recruiters may only have roles like Job Manager and Offer Manager assigned to them.

We've laid out the functionality each Role provides below:

Roles that every user has by default


  • Every user of Pinpoint has the interviewer role by default and it can’t be removed.

  • Interviewers can be assigned to an interview team and take part in interviews.

  • Interviewers can see the application details, comments and scorecards for any applicant they are assigned as an interviewer for.

Roles that you may want to assign to your Recruiters and Hiring Managers

Job Manager

Job managers can manage jobs that they have visibility over. Job managers can:

  • Create new and edit existing jobs (but only for the department / locations they have visibility over)

  • Open, close and archive (but not unarchive) jobs

If their visibility settings give them access to a job, job managers can

  • View all candidates and scorecards

  • Add candidates to a job manually

  • See the job insights view

  • Configure and schedule interviews

  • Manage share links and create QR codes for the job

Important Note: There is some overlap with the ‘Interview Manager’ role. Job managers don’t need that role at all. They have permissions to manage interviews without it.

Interview Manager

Important Note: Job Managers get this ability by default, and don't need this role.

Interview mangers can:

  • Configure interviews and invite candidates to interview. This can only be done on jobs that the user has access to.

Comment Manager

Allows users to create comments on a candidate's application.

Talent Pipeline Manager

Talent pipeline managers have access to the talent pipeline system. Talent Pipeline Managers can:

  • View candidates for all departments and locations in the Talent Pipeline

  • Configure and view completed scorecards for Talent Pipeline candidates

  • View the Talent Pipeline tab on any jobs they have visibility over

  • Configuring interviews and inviting talent pipeline candidates to interview

  • Configuring the settings for the talent pipeline (including managing the questions asked or disabling the ‘Register your interest’ area all together

Offer Manager

Allows users the ability to create and retract offers on a candidate as well as view offers that have been sent to them.

Note: Even with the role offers can’t be created unless the candidate is at the offer stage.

Draft Job Creator

Draft job creators are only allowed to create jobs in a draft state, as opposed to the ‘Job Manager’ who can create jobs as draft or live. Jobs created by a ‘Draft Job Creator’ need to be published by someone with a higher level of permissions. As with the ‘Job Manager’ you can only create draft jobs in locations / departments that you have visibility over.

Requisition Manager

Allows users to create new job requisitions and create jobs from approved requisitions.

Requisition Creator

Allows users to view requisitions, but not create jobs from approved requisitions.

Background Check Creator

Important Note: This role is only relevant if you use a background checking integration in your Pinpoint platform.

Allows users to request that an applicant complete a background check. They can also view it once it’s done.

Background Check Viewer

Important Note: This role is only relevant if you use a background checking integration in your Pinpoint platform.

Allows users to see the background check section of an applicant, but they can’t request that applicants complete a background check.

Comment Viewer

Allows users to view comments on a candidate's application, but not make comments themselves

Roles that you may want to reserve for your Pinpoint super users

Company Manager

Allows changing company wide settings and templates. Company managers can:

  • View and edit company-level information such as theme, preferences, and high-level settings.

  • View and edit any items under the Settings heading in the left hand menu. This includes:

    • All templates

    • Employee dashboard users and settings

    • Integrations

    • Tag management

    • Candidate survey configuration

    • Custom Fields

  • View, approve and reject Referrals

  • See all outstanding offer and job sign-offs on their dashboard, and skip sign-of workflow stages if needed.

User Manager

User managers can manage user access and adjust users' settings. They can:

  • Invite new users and remove existing ones.

  • Invite and remove External Recruiters

For an individual user they have permission to:

  • Edit the profile of a user (picture, contact information, background etc.)

  • Enable and disable 2 Factor Authentication

  • Manage the notification settings of a user

  • Manage the availability of a user (if that user has integrated their calendar)

  • Edit the first name, last name and timezone of a user

Important note: User managers can’t edit the Roles or Visibilities of other users without also having the permissions manager role.

Permissions Manager

Permissions managers are allowed to manage the permissions of the other users of the platform (but not invite new users). For a users they can change:

  • Roles

  • Visibilities

  • Access Group Membership

Permissions managers can also:

  • View, edit and delete Access Groups,

Marketing Manager

Marketing Managers can:

  • See all job board postings (including those on jobs they don’t have Visibility over), they can actually see the candidates on the job the just see the job title that a job board posting belongs to).

Can create new job board postings for any jobs they do have visibility over.

Marketing managers can also manage the facebook configuration and create and manage facebook ads, but this functionality is behind a company wide setting and is only enabled for old select clients its deprecated functionality.

Sensitive Answer Viewer

Allows users to see the answers to questions marked as sensitive on a job's application form (in combination with their Visibility settings)

Archive Manager

Archive managers can access archived jobs. Archive managers can:

  • See jobs that have been archived (in combination with their Visibility settings).

  • Un-archive jobs

Insight Manager

Allows users to see Pinpoint's Insights pages

  • Users will only see the data for jobs they have Visibility over

  • They'll also need the Talent Pipeline Manager role to see the Talent Pipeline insight data

Reporting Manager

Can access Pinpoint's report builder feature.

  • Users will only be able to create reports that contain data relating to jobs and candidates they have Visibility over.

Roles that can only be assigned by the Pinpoint Customer Success team

Careers Site Manager

Important Note: This role is currently only assignable by Pinpoint's Customer Success Team, and requires specific training on using our careers site builder.

Careers site managers can edit the careers site pages, including:

  • Adding, deleting and editing careers site blocks

  • Editing open graph images

  • Changing the custom CSS

  • Changing fonts etc.

  • Adding Indeed, LinkedIn etc. tracking codes

Note: In order to access the Careers Site Builder, the user must either have the Company Manager role, or will need to be sent a link to the careers site builder tab in the Company Profile page, as the profile page itself won't be accessible to people without the company manager role.

Onboarding Manager

Important Note: The Pinpoint Onboarding Module is an optional additional feature that's not included in the core of the Pinpoint subscription. If you're interested in using our onboarding system, please contact sales.

Onboarding Managers are able to access Pinpoint's onboarding module, which allows them to:

  • Create, edit and delete onboarding onboarding portals and workflows.

  • Allows users to review, progress, archive and message any candidates that are currently being onboarded.

Did this answer your question?