Why We Built It
Every recruiting team has different jobs. Some people chase new leads, some screen applications, some run interviews and some make the final hire. Until now, Talkpush only knew each person's access level, like Owner or Manager. It didn't know what they actually do.
The Recruiter role fills that gap. It's a simple job label you give each user, like Lead Chaser, Sourcer or Hiring Manager. With it you can:
See who does what, right on the Users page
Filter your team by job in one click
Export your users with their job, ready for your own reports
Note: The recruiter role does not change what anyone can see or do in Talkpush. Access still comes from the CRM role, for example Owner, Manager or Limited Manager.
An Example
Maria leads a recruiting team of 20 people: 8 chase new leads, 6 process applications and 6 run interviews.
Maria ticks the 8 lead chasers and sets Lead Chaser for all of them at once.
She does the same for Applicant Processor and Interviewer.
Now she filters the Users page by Lead Chaser and sees that team at a glance.
At the end of the month, she exports the list with everyone's job and shares it with her manager.
Watch the Tutorial
This 5-minute video shows every step, from setting a job to exporting your list.
Watch it: click the picture below, or open the video here. It plays in your browser.
Who Can Use It
Only Owners can set or change a recruiter role. Other roles don't have Company Settings in their menu. If they open the Users page from a link, they see each job as plain text and can't change it.
What an Owner sees: each job has a small arrow. Click it to set or change the job.
What everyone else sees: the job as plain text, with no arrow.
See this guide for what Owner access includes.
Set a Job
There are four ways to set a job. Pick the one that fits:
Where | Best for |
In the Users list | One person. The quickest way. |
In Edit details | When you are already editing that person. |
Bulk Actions | Several people at once. |
Invite users | New people, one by one or with a CSV file. |
In the List
Go to Company Settings → Users.
In the Recruiter role column, click Not set or the person's current job.
Pick a job from the list.
It saves straight away.
Start typing to find a job faster. The list shows each job with the number of people who have it. Press Enter to pick the first match.
For a brand-new job, type it and click the Create row. That way, nobody adds a new job by accident.
In Edit Details
Go to Company Settings → Users.
Click the three-dot menu (⋮) on the person's row and select Edit details.
Pick a job in the Recruiter role field, just under Role.
Click Apply.
For Several People at Once
Go to Company Settings → Users.
Tick the box next to each person.
Open Bulk Actions and select Set recruiter role.
Pick a job. The pop-up tells you how many people will change.
Click Apply.
When You Invite Someone
One person:
Go to Company Settings → Users and click Invite users.
Fill in the person's details.
Pick a job in Recruiter role (optional).
Click Add User.
Many people with a CSV file:
Click Invite users, then Bulk Import.
Click Download sample template. It already has a recruiter_role column.
Type each person's job in the recruiter_role column. Leave a cell empty to skip that person.
Upload the file and click Add User.
The same upload also updates people who are already in Talkpush.
Job Rules
A few simple rules keep your job list clean and easy to filter.
Rule | What it means |
Up to 40 characters | The box stops at 40, so keep job names short. |
A letter or a number | Signs alone, like "---", are not accepted. |
Extra spaces | Removed for you. |
One spelling per job | "team lead" and "Team Lead" are the same job. |
Up to 40 Characters
The job box stops at 40 characters. Anything longer simply doesn't fit, so keep job names short and clear.
At Least One Letter or Number
A job made only of signs, like "---", is refused with the message "A job needs at least one letter or number."
One Spelling per Job
Each job has one spelling for your whole company, so your lists and exports stay tidy. If Team Lead exists and you type team lead, it is refused, and the message offers the existing spelling. One click on Use Team Lead fixes it.
Talkpush only catches the same word written with different capital letters or spaces. It does not catch words that just look alike, like Sourcer and Sourcing. Those become two separate jobs.
Job that exists | You type | What happens |
Team Lead | team lead | Refused. Click Use Team Lead. |
Team Lead | TeamLead | Refused the same way. Spaces don't count. |
Sourcer | sourc | Sourcer shows in the list, so you can pick it. |
Sourcer | sourcing | No match. Clicking Create "sourcing" makes a second job. |
Tip: Before you create a job, type its first few letters and check the list. If a similar job is already there, pick it.
Clear, Rename or Combine Jobs
Clear a Job
Click the job on the person's row.
Pick Clear (Not set) at the bottom of the box.
When nobody has a job any more, it leaves the list, and a green message at the top tells you.
Rename a Job or Combine Two Jobs
Use this when a job needs a new name, or when two names mean the same job, like Sourcing and Sourcer.
Filter the list by the old job.
Tick everyone.
Open Bulk Actions and select Set recruiter role.
Pick or create the new job and click Apply.
The old job leaves the list. Only the job name changes. The people and their access stay the same.
Find People by Job
Filter by Job
The All recruiter roles filter sits next to the other filters. Each job shows how many people have it. Pick Not set to see who still needs a job.
Export Your Users
Click Export on the Users page.
Check your email for the download link.
Open the file. The Recruiter role column sits right after Role.
Good to Know
You can set your own job. As an Owner, you can set it on your own row.
Deactivated people keep their job. Their job still counts for the one spelling rule.
Guests don't have a recruiter role. The Guests tab has no Recruiter role column.
Set a Job from Your AI Assistant
Owners who connect an AI assistant to Talkpush, like Claude, ChatGPT or Microsoft 365 Copilot, can set or clear a job just by asking, for example "Set Ana's recruiter role to Sourcer". The same rules apply, and every change is recorded under your name.
This works through the Talkpush MCP server. MCP (Model Context Protocol) is the standard that lets an AI assistant work inside Talkpush for you, with your own account.
New to the Talkpush MCP? Head to Getting Started with Talkpush MCP first to see what it does.
Set It Up Once
Step 1: Turn on the MCP server. Go to Company Settings → MCP Server, turn the switch on and click Save. Nothing changes until you save. Only Owners see this page.
Step 2: Connect your assistant. Open MCP Connections, from the link on the MCP Server page or from your profile menu at the top right. Under Connect an assistant, pick yours and follow the steps. Sign in with your own Talkpush account. Each person sees only what their role allows.
More detail for each assistant:
Ask Your Assistant
Step 3: Ask in plain words. For example: "Set ana.rivera@example.com's recruiter role to Sourcer."
Step 4: Check the Users page. The new job shows on the person's row.
Other things you can ask:
You say | What happens |
"Set ana.rivera@example.com's recruiter role to Sourcer." | Ana's job becomes Sourcer. |
"Clear Ben Okafor's recruiter role." | Ben goes back to Not set. |
"Which recruiter role does Chloe Tan have?" | The assistant tells you her current job. |
Good to Know About the Assistant
Only Owners can set or clear a job this way. Anyone else's assistant is simply not given this tool.
The assistant changes one person at a time. For many people, use Bulk Actions on the Users page.
The spelling rules are the same. If a job already exists with another spelling, the assistant is told the existing spelling.
Guests have no recruiter role, so the assistant cannot set one for them.
The filter is on the Users page only.
To stop an assistant, open MCP Connections and click Revoke. An Owner can also turn the MCP server off for the whole company on the MCP Server page.
Troubleshooting
What you see | What to do |
You cannot click the job, or you have no Company Settings in your menu | Only Owners can set a recruiter role. Ask an Owner of your company. |
Your new job is refused, and the message names another spelling | That job already exists. Click Use … to take the existing spelling. A deactivated person's job counts too. |
"A job needs at least one letter or number." | Add a letter or a number. Signs alone are not accepted. |
Two jobs mean the same thing, like Sourcer and Sourcing | Combine them. See Rename a Job or Combine Two Jobs above. |
A job is gone from the list | Its last person was cleared or got another job. Set it on someone again and it comes back. |
The filter went back to All recruiter roles | The job you filtered by left the list. |
Your assistant says it cannot set a recruiter role | Only an Owner's assistant can. Check that the MCP server is on in Company Settings → MCP Server, and that you signed in with your Owner account. |
Frequently Asked Questions
Q: Is it just a tag? Q: Does it change what someone can do? Q: Who sees it? Q: We have a list of our people and their jobs. Can you load it for us? Q: Do guests have a recruiter role? Q: What happens when I deactivate someone? Q: Can a Manager's assistant change a recruiter role? Q: Does the assistant skip the rules? |
For more on managing your users, see Managing your Team in Talkpush and User Access Levels. For more on the AI assistant, see Getting Started with Talkpush MCP.