Assignments govern what a User can see when they login to the hiring system, along with Notifications they receive to their permitted positions and applicants. Assignments are tied into the Organization structure you have set up within your system.
To set the Assignments of a User, you must go to the Admin>Users tab:
- Find the User you want to update and hover over their profile information; the background will change to yellow and click the small Edit pencil icon to the right to begin
- After clicking Edit, you’ll be within the specific user’s User Profile, seeing several tabs on the left side of the screen. Click on "Assignments"
- You will now see the Organization chart with open boxes to the left of the location/department names. Click once in any box; you’ll grant the User access to that location/department/position. If you want to grant access to everything in your Organization, click once in the root location (the very first folder/location/department). You’ll then see everything with a green check mark
The only User Role which does NOT need to set Assignments is the System Administrator role. System Administrators by default see all Locations and Position Templates. The only time System Administrators need to update their Assignments is if they wish to receive Notifications regarding positions/applicants or when specific actives occur (adjusted under the Notifications tab).
All other User Roles will need to have Assignments set. If inviting new, non-System Administrator Users to the system, it's recommended to update Assignments while they are still in the "Pending" status. By doing so, you assure those Users will have positions and applicants visible when they log in for the first time and begin taking on their in-system responsibilities.
Assignments must be set on a per User basis. It is not possible to bulk set assignments.
Note: If a member of your team has a lower level User Role, logs in, and does not see any position or applicant information, odds are their Assignments have not yet been set. After setting, have the User logout/login once more to have their new Assignments take effect.