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To select Standard User Permissions select User Type ‘Standard User’ when creating the profile and then click on the General Permissions tab to edit permissions based on the options below.

Permission Types

  • Edit: Allows the user to edit records.
  • Multiple Edit: Allows the user to edit multiple records at once.
  • View:- For custom sections, users can be given View access instead of Edit, giving read-only access
  • Merge to .CSV: Allows the user to export data from your Eploy Database into a .CSV file (comma separated value’s) which can then be imported into spreadsheets etc.
  • Delete: Allows the user to delete records.
  • Update Website: Allows the user to make changes to your company website.
  • Merge Duplicates: Allows the user to merge together duplicate records.
  • Authorise: - This is used with placements, timesheets and skills and is usually reserved for admin users, or users that specialise in these areas. 

Section

What the permissions control

Edit

Multiple Edit

View

Merge to CSV

Delete

Update Website

Merge Duplicates

Authorise

Banners

Whether the user is able to access the ‘Banners’ section within the Website configuration (only used if you have a website that has additional content driven from Eploy)

     

   

Newsletter

Whether the user is able to access the ‘Newsletter’ section within the Website configuration (only used if you have a website that has additional content driven from Eploy)

     

   

Calendar

Whether the user is able to access the ‘Calendar’ section within the Website configuration (only used if you have a website that has additional content driven from Eploy)

     

   

Company Summary

Whether the user can access the Company Summary page (read only)

             

Company Details

Whether the user can access the ‘Details’ section of the Company record, where they are able to edit details. Also allows user to create new Company records.

   

 

 

Company Sales

Whether the user can access the ‘Sales’ section of the Company record, where they are able to edit sales-related information.

             

Companies – Other

If your system has any custom fields for Companies, there will be one of more additional permissions (depending on how many sections the custom fields are separated into). The permissions allow you to specify whether the user can access each custom section.

 

         

Contact Summary

Whether the user can access the Contact Summary page (read only)

             

Contacts

Whether the user can access the ‘Details’ section of the Contact record, where they are able to edit details. Also allows user to create new Contact records.

     

 

 

Call Log

Whether the user can insert/edit Call Log records.

     

     

Correspondence

Whether the user can insert/edit Correspondence records.

     

     

Actions

Whether the user can insert/edit Action records.

   

     

Invoices

Whether the user can generate Invoices from Placements/Timesheets, and edit them.

     

     

File Admin

Whether the user can access the Files section on Company, Candidate, Contact or Vacancy records, and upload files against these records.

     

     

Mail Merge

Whether the user can send emails from Eploy using the Mail Merge functionality.

   

       

SMS Merge

Whether the user can send SMS messages from Eploy using the Mail Merge functionality.

             

Vacancy Summary

Whether the user can access the Vacancy Summary page (read only)

             

Vacancy Details

Whether the user can access the ‘Details’ section of the Vacancy record, where they are able to edit details. Also allows user to create new Vacancy records.

   

     

Vacancies – Other

If your system has any custom fields for Vacancies, there will be one of more additional permissions (depending on how many sections the custom fields are separated into). The permissions allow you to specify whether the user can access each custom section.

 

         

Vacancy Applications

Whether the user can create Application records to apply Candidates to Vacancies, and edit them.

     

     

Placements

Whether the user can create Placement records to place Candidates on Vacancies, and edit them.

     

   

Placement Timesheets

Whether the user can generate Timesheets on a Placement, and edit them.

     

   

Pay / Charge Rates

Whether the user can set up Global or Company Rates on the system, and edit them.

     

     

Featured Employers

Whether the user can add Companies as Featured Employers on the system, and modify the.

     

     

Featured Vacancies

     

     

Candidate Personal Details

Whether the user can access the ‘Details’ section of the Candidate record, where they are able to edit details. Also allows user to create new Candidate records.

   

 

 

Candidate Summary

Whether the user can access the Candidate Summary page (read only)

             

Candidate History

Whether the user can access the ‘History’ section of the Candidate record, where they are able to edit information regarding the Candidate’s job preferences, Schools they have attended, Employment History etc.

             

Candidate Bank Details

If your system has the Candidate Bank fields enabled, this will set whether the user can access the ‘Bank’ section of the Candidate record, where they are able to edit information regarding the Candidate’s bank account/VAT number etc.

             

Candidates – Other

If your system has any custom fields for Candidates, there will be one of more additional permissions (depending on how many sections the custom fields are separated into). The permissions allow you to specify whether the user can access each custom section.

 

         

CV Admin

Whether the user can access the CV section Candidate records, and upload files.

     

     

Cover Letters

Whether the user can access the Cover Letters section Candidate records, and modify entries.

     

     

CV Extraction

Whether the user can import Candidate CVs and use the cv parsing feature to extract data to create/update Candidate records.

             

Notes

Whether the user can insert/edit Note records.

     

     

Activity Reports

Whether the user can access the Activity Reports within the system.

             

Edit Templates

Whether the user can edit mail merge templates for use within the system for emailing or sending SMS correspondence through Eploy.

     

     

Import Files

If your system has a batch CV import account, this determines whether the user can import batches of CV’s and other files using the Import CV’s function.

             

Saved Groups / Queries

Whether the user can access section on Company, Candidate, Contact or Vacancy records, and upload files against these records.

     

     

Skills

Whether the user can access the ‘Skills’ section of the Company, Candidate, Contact or Vacancy records, where they can associate Skills to these records. Also allows the user to create new Skills in the database, although these will be marked ‘New’ if they do not have Skill Admin permission (see below), and require a user with this permission to authorise any New skills added.

     

     

Skill Admin

Whether the user can authorise newly added skills that were created by users without this permission. Any new Skills created by a user with this permission will automatically be authorised.

     

   

System Admin (Drop Down Lists)

Whether the user can modify the content of Drop Down Lists on the system via the Admin> Drop Down Lists option.

     

     

User Admin

Gives access to areas of the system reserved for the system owner, including the ability to add/modify other Users (including modifying user permissions). This permission should be used only for a few users, as it allows them to edit permissions and so effectively gives them full edit/delete rights to ALL records.

             

 

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