Project-level permissions in Talent Hub

Last updated: 1 year ago

Project Creators can add collaborators with varying access to their projects.

Here's a tip

You can only add users with a Hiring Project Creator or Hiring Project Collaborator license as project members. Users with a Basic User license can’t be added as a project member.

You need to assign the user one of three permission levels (full project access, pipeline only access, or view only access). These permissions plus the users' contract-level assigned licenses and permissions dictates the actions the user can take in a project. Review the chart below to learn more about the access that comes with each permission level. Access to features that are also determined by the contract-level license and permissions are noted.

  Project-level permission
Access Owner Full project access Pipeline only access View Only Access
View project Yes Yes Yes Yes
View candidate profiles in the Pipeline  Yes  Yes  Yes  Yes
View notes with project-level visiblitity Yes - only if user has Public Notes Viewer permission assigned Yes - only if user has Public Notes Viewer permission assigned Yes - only if user has Public Notes Viewer permission assigned Yes - only if user has Public Notes Viewer permission assigned
Adds notes to candidate profiles  Yes  Yes  Yes  Yes
View message threads with project-level visibility  Yes  Yes  Yes  Yes
Move candidates through the pipeline  Yes  Yes  Yes  No
Message and send InMail messages to candidates from search  Yes*  Yes*  Yes*  No
Message applicants and non-search candidates  Yes  Yes  Yes  No
Share candidate profiles for feedback  Yes  Yes  Yes  No
Save candidate profiles to PDF  Yes  Yes  Yes  No
View scheduled interviews associated with project  Yes  Yes  Yes  No
Reject applicants from the applicant pool  Yes  Yes  Yes  No
Review applicants  Yes  Yes  Yes  No
Add candidates to the pipeline from search  Yes*  Yes*  No  No
Review Recommended Matches  Yes*  Yes*  No  No
View applicants and save them to the pipeline  Yes  Yes  No  No
Import candidates to the project  Yes  Yes  Yes  No
Schedule and edit interviews for candidates  Yes  Yes  No  No
Request background check  Yes  Yes  No  No
Export to HRIS  Yes  Yes  Yes  No
Change candidate source  Yes  Yes  No  No
Add additional members to project  Yes  Yes  No  No
Set up shared applicants  Yes  Yes  No  No
Upload documents for signature  Yes  Yes  No  No
Delete uploaded documents  Yes  Yes  Yes  No
Send documents via e-signature integrations  Yes  Yes  No  No
Cancel a signature request via e-signature integrations  Yes  Yes  No  No
View signed documents  Yes  Yes  No  No
Change ownership of the project to another user  Yes  Yes  No  No

* Only if the user has a Recruiter searcher permission assigned to them

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