Customize access levels to match your company's unique requirements. Choose from five direct access levels: Owner, Manager, Manager with Analytics, Onboarding Admin, and Limited Manager. Control who sees what and streamline your recruitment process effortlessly.

Roles and functions

Owner: Company Admin with full access to Talkpush features, including configuration. Can manage and add Managers, Managers with Analytics, Onboarding Admins, Managers, and Limited Managers.

Manager: No access to Company settings or Analytics tab. Can't access campaigns they didn't create. Can create campaigns or be given access by the Owner.

Limited Manager: Can't create campaigns, even with access to Campaign Settings. Unable to edit campaigns.

Manager with Analytics access: Similar to Manager but has access to the Analytics tab. Can't access Company settings. Needs permission to access campaigns.

Onboarding Admin: Can't access Company settings or Analytics tab. Full access to Onboarding features. Access to campaigns and leads with permission.

Check this table to see which actions are available for each access.

Action	Owner	Manager	Limited Manager	Manager with Analytics access	Onboarding Admin
Edit Company Settings	✅	❌	❌	❌	Only campaigns where they have permission
Create Campaigns	✅	✅	❌	✅	❌
Duplicate Campaigns	✅	✅	❌	✅	❌
Access Campaigns	✅	Should be the campaign owner; else, permission is required.	Only campaigns where they have permission	Should be the campaign owner; else, permission is required.	Only campaigns where they have permission
Archive Campaigns	✅	✅	❌	✅	❌
View Archived Campaigns	✅	✅	❌	✅	✅
Edit Campaign Settings	✅	✅	❌	✅	✅
Move Candidates	✅	✅	✅	✅	✅
Assign Recruiters	✅	✅	❌	✅	✅
Create/Edit Labels & Quick Replies	✅	✅	❌	✅	✅
Add Labels & Quick Replies	✅	✅	✅	✅	✅
Access Analytics Dashboard	✅	❌	❌	✅	❌
Create, Edit, and Delete Custom Folders & Candidate Attribute	✅	❌	❌	❌	✅
Add Candidate	✅	✅	❌	✅	✅
Add Label	✅	✅	✅	✅	✅
Add, Edit, and Delete Other Information	✅	✅	✅	✅	✅
Export	✅	Candidates inside created campaigns or campaigns to which they have access	Only campaigns where they have permission	Candidates inside created campaigns or campaigns to which they have access	✅
Add / Delete Comments	✅	✅	✅	✅	✅
Manually Schedule Candidates	✅	✅	✅	✅	✅
Share Profile	✅	Candidates inside created campaigns or campaigns to which they have access	Only campaigns where they have permission	Candidates inside created campaigns or campaigns to which they have access	Only campaigns where they have permission
Edit Candidate Information	✅	Candidates inside created campaigns or campaigns to which they have access	Only campaigns where they have permission	Candidates inside created campaigns or campaigns to which they have access	Only campaigns where they have permission
Send Messages (Email, SMS, WhatsApp, Messenger)	✅	Candidates inside created campaigns or campaigns to which they have access	Candidates inside created campaigns or campaigns to which they have access	Candidates inside created campaigns or campaigns to which they have access	Only campaigns where they have permission
Upload Files	✅	✅	✅	✅	✅
Set Up Recruitment Calendar	✅	✅	✅	✅	✅
View Notifications	✅	Candidates inside created campaigns or campaigns to which they have access.	Only campaigns where they have permission.	Candidates inside created campaigns or campaigns to which they have access.	Only campaigns where they have permission

Permissions for the Onboarding Solution Feature.

This chart outlines options for clients using our onboarding solution. It helps companies streamline the onboarding process, automating tasks such as reminding new hires to complete prerequisites, collecting necessary documents, and keeping them engaged until their first day.

Action	Owner	Manager	Limited Manager	Manager with Analytics access	Onboarding Admin
Question Templates	✅	✅	❌	❌	✅
Document Templates	✅	✅	❌	❌	✅
Onboarding Questions	✅	❌	❌	❌	✅
Candidate Documents	❌	❌	❌	❌	✅
Extract Documents	❌	❌	❌	❌	✅
Upload Documents	✅	✅	✅	✅	✅

How to change team roles and access

Watch Perry in this quick video guide.

1. Go to Company Settings > Teams.

2. From the list of users, find the user you want to update access.

3. Click the dropdown button to access the list of user’s access.

4. Select the desired role.

5. Click on Change Role to confirm the action.

Please note that the user access cannot be deleted, only disabled. This is to keep the associated data on the user account as messages sent, bulk actions, assigned applicants, etc.

We can also edit the campaign accesses for users to allow for Multi-Campaign Access.

Here, you can edit the campaign access loaded with options to:

Campaign Name
Can Access
Round Robin

🤔 Do you have any questions? We want to help! 💚

You can chat with our Support team by clicking on the intercom button on the lower section of your Talkpush screen. We're one click away.

Need more help? 📖

Check out our Help Center

The Campaign Main Settings

Duplicate Candidate Management Configuration Options

Company Settings

Custom Folder Settings

Multi-Campaign Access for Users

Roles and functions

Check this table to see which actions are available for each access.

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