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Account & security

Roles & permissions

Written By Talenkai

Last updated 25 days ago

RoleWhoAccess

Admin

Desk lead

Full CRM + company settings, users, email config, billing-related settings

User

Recruiter

Pipeline, candidates, jobs, inbox, matching, outbox — counts as a CRM seat

Employee

Contractor

Employee portal (timesheets / contract flow), must be linked to a candidate

Superadmin

Platform operators

Cross-company platform tools — not a customer CRM seat

Choosing a role

  • Hiring managers of the desk → admin (limit how many).

  • Day-to-day recruiters → user.

  • Consultants submitting hours → employee + candidate link.

  • Never give contractors user just to “see the job” — that consumes a seat and exposes the CRM.

Primary admin

One admin can be marked as the primary company contact for ownership / billing signals. Keep that assignment accurate when people leave.

Changing roles

Edit the user under Settings → Users. Switching someone to admin/usuario may be blocked if you are at the plan seat limit. Deactivate leavers before promoting new seats.

Related: Create users and manage seats, Invite your team.

Still need help? Ask the team