Who it's for: Owners and Admins deciding who gets which role.
What each role can do with marketing lists. Owners and Admins set up the company defaults; everyone else works on the lists.
Task | Owner | Admin | Member |
See, edit and share lists | All lists | All lists | Lists they're assigned to, and lists owned by someone in their team |
Create lists | Yes | Yes | Yes |
Change a list's settings (List configuration) | Yes | Yes | On lists they can see |
Company defaults for new lists (Settings > General settings) | Yes | Yes | No |
Branding, Candidate appearance, Field management, Client portal, Client notifications in Settings | Yes | Yes | No |
Email templates in Settings | Yes | Yes | Their own templates |
Good to know
Candidately has three roles: Owner, Admin and Member.
To give a Member access to a list, open the list and click Assignees, or add them under Assign colleagues when you create it.
Talent Marketplace has to be part of your plan. Without it, the Marketing lists menu shows an overview page with Book a demo. Ask us in the chat if you'd like to add it.