Do you want to manage the unique data access for your team? Talkpush acknowledges that each Company has its data access regulatory requirements. Talkpush provides Access levels permission settings to ensure that appropriate levels of data access are allowed based on user responsibilities and allows you to replicate the Company's recruitment process in Talkpush.

🚀Talkpush Access levels are permissions that enable users to perform various tasks inside your Company’s Talkpush account. Owners can regulate what information users see based on their access level and manage particular permitted or restricted actions by assigning access levels. Owner, Manager, Manager with Analytics, Onboarding Admin, Manager, and Limited Manager are the five direct access levels in Talkpush.

🎥 Let’s understand the various roles and functions inside Talkpush.

  • Owner: The Owner is the Company Admin, who has complete configuration access to overall Talkpush features. The Owner can manage and add a Manager, Manager with Analytics, Onboarding Admin, Manager, and Limited Manager.

  • Manager: The Manager will not have access to or visibility on the Company settings or Analytics tab, and they do not have access to campaigns that they did not create; however, the Manager can create a campaign, or the Owner who made the campaign can give access to the managers to campaigns.

  • Limited Manager: Unlike the Manager, the limited Manager cannot create campaigns. Even if they have access to the Campaign Settings, they cannot edit them.

  • Manager with Analytics access: This role is quite similar to the Manager level role. However, they have access to the analytics tab; they can not access the company settings. To access the campaigns, they should be a campaign owner or need permission from the Owner or Manager of the campaign.

  • Onboarding Admin: Onboarding Admins cannot access the company settings or the analytics tab. They can only access campaigns and leads for which they have permission and will have full access to Onboarding features.

📝Let’s take a look at the given tables to see which actions are available for each access.

  • Permissions for the Attract Solution Feature.

The table shows the available features for our clients who use the Attract Solution.

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, 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.

The following chart shows the available options for our clients who acquired our onboarding solution. It allows companies to onboard the new hires and automate manual processes like reminding new recruits to fulfill their prerequisites, collecting required documents, and keeping new hires warm up to 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

📌Where can you see the roles?

Now that you've found the user you were looking for, what's next? If you're interested, let's now discover how to change the user role.

  1. You can navigate to the Company Settings tab.

2. When it opens, select the Team option from the column on the left side of the screen.

3. Now, you can view all the active and inactive user accounts for youCompanyny.

🦾Click👉 here to know how to you can add new users!

👥 How to change roles?

Did you find the user you were looking for? Now let’s learn how to change the user’s role in case you are interested.

  1. The Owner can change the roles of existing users from the Team panel.

  2. Find the user whose role is to be changed.

  3. Click on the Dropdown option of the existing role

  4. Select the desired role.

  5. Don’t forget to click on Change to save to change the role.

And just like that, the role of the user is changed!

💡In scenarios where some managers do not have access to specific campaigns, you would like them to work on their initiatives. In such cases, the Owner or Manager who created the campaign can manage access for each campaign by using the Permissions settings in the Campaign Settings to change access to a specific campaign.

📍Click 👉 here to see how to set up the permission settings for campaigns.

There you have it! Now that you know how to manage the users' permissions, you can configure the settings to match youCompany's's workflow and assign roles appropriately, allowing you to execute the recruitment process exactly how you want it.

😇 Happy Recruiting!


🤔 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? 📖


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