Who it's for: Owners and Admins deciding who gets which role. Roles are set in Settings > Users.
What Owners, Admins and Members can do with job submission lists. Owners and Admins set up the company defaults; everyone works on the lists they have access to.
Task | Owner | Admin | Member |
See, edit and share lists | All company lists | All company lists | Lists they own or are assigned to, and lists owned by someone in their team |
Create lists | Yes | Yes | Yes |
Change one list's settings (List configuration) | Yes | Yes | On lists they can open |
Archive and restore a list | Yes | Yes | On lists they can open |
Permanently delete an archived list | Yes | Yes | On lists they can open |
Company defaults for new lists (Settings > General settings) | Yes | Yes | No |
Bullhorn integration (Settings > Integrations > Bullhorn) | Yes | No | No |
Client portal, Submission stages, Client notifications, Branding, Candidate appearance, Field management in Settings | Yes | Yes | No |
Email templates in Settings | Create, edit and set the default for everyone | Same as Owner | Own templates (Myself only). Can use and duplicate company templates |
Invite users and change roles | Yes | Yes, but not for Owners | No |
Getting access to a list
Owners and Admins can open every list in the company.
A Member sees a list once they're its List owner, are added under Assignees, or the list owner is in their team.
For any other list, a Member can ask for access. See Request access to a colleague's list.
Client portal seats
Depending on your plan, each user who works on job submission lists needs a Client portal seat. Owners and Admins assign seats in Settings > Users. A user without a seat sees a Client portal (Job submissions) page marked "No seat assigned", asking them to contact their administrator.
Taking a seat away removes that user from all job submission lists. Reassign their lists first.
Good to know
Your clients are not users of your account. They only see the lists you share with them.
The Client Portal has to be part of your plan. Without it, Job submission lists shows an overview page with Book a demo. Ask us in the chat if you'd like to add it.