Default Roles & Profiles

Default Roles & Profiles

In Zoho Recruit, Roles and Profiles are designed to maintain data security. Roles govern what information users can view, and profiles govern what actions they can perform with that data. Listed below are the default roles and profiles provided by Zoho Recruit, as well as some content on what each role and profile does.

Staffing Edition

Roles

Recruiter Admin:
Can view all organizational data, irrespective of data sharing rules and module access.

Recruiter:
Can view data that belongs to them but not other users (If modules are set to private)

Guest:
Can view all organizational data (Similar to admins)

Interviewer:
Only able to see data created by or related to them. If the user is the assigned interviewer, then they can view the candidate record and the job opening associated with the interview.

Client Administrator:
[Client portal] Can view all job openings related to their Client ID from their portal account

Client Interviewer:
[Client portal] Can view job openings under their Client ID for which they are the assigned interviewer

Profiles

Administrator:
Complete control over hierarchy setup and data permissions across the organization

Standard:
Can manage end-to-end hiring processes in the organization

Guest:
Can only make interview decisions scheduled for them and log activities (notes) to any data

Interviewer:
Can only make interview decisions scheduled to them

Client Administrator:
[Client portal] Can create job openings and submit feedback (notes) for all records

Client Interviewer:
[Client portal] Can submit feedback for the records assigned to them

Corporate Edition

Roles

Recruiter Admin:
Can view all organizational data irrespective of data sharing rules and module access

Recruiter:
Can view data that belongs to them but not other users (if modules are set to private)

Hiring Manager:
Can view candidate and job opening data, access referrals, and submit interview feedback (if they are an interviewer)

Employee:
Can view referrals and notes

Profiles

Administrator:
Complete control over hierarchy setup and data permissions across the organization

Standard:
Can manage end-to-end hiring processes in the organization

Hiring Manager:
Can create jobs, review submitted candidates, and add notes

Employee:
Can create referrals and submit interview feedback (if they are part of the interview process).

    • Related Articles

    • Profiles

      A user's profile determines the level of access within the organization. Zoho Projects classifies profiles into two categories. User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal and ...

    • Profiles and Roles

      Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. ...

    • Roles

      Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho Projects gives you four default roles (Administrator, Manager, Employee, and Contractor) which ...

    • Profiles and Roles

      Manage permissions to feature access and CRM data through Profiles and Roles Help guide Creating Profiles Managing Profile Permissions Role Management - An Introduction Creating, Editing, and Deleting Roles

    • Profiles

      Overview of profiles Organizations maintain different levels of hierarchy. Users in an organization will hold various responsibilities based on this hierarchy. For privacy and security reasons, users might need different levels of access privileges ...