Manage Team Roles

Understand the role system and how to manage permissions in your organization.

GoJobee uses a role-based permission system to control what each team member can access and do. You can use the predefined roles or create custom roles tailored to your organization's needs.

1

Go to Settings

Click on 'Settings' in the left sidebar at the bottom of the navigation menu.

2

Open the Role tab

In the Settings page, click on the 'Role' tab to see all available roles in your organization.

3

Understand predefined roles

GoJobee comes with four predefined system roles: Admin (28 permissions - full access to all features), Recruiter (6 permissions - working with candidates and job offers), Manager (6 permissions - review and approval), and User (2 permissions - basic access).

The Admin role is a system role and cannot be modified or deleted. It always has full access to all features.

4

View role details

Each role displays its name, description, and the number of permissions it includes. Click on a role to see the full list of permissions assigned to it.

5

Create a custom role

Click the yellow 'Add role' button in the top right corner to create a new custom role. Give it a name, description, and select the specific permissions you want to include.

6

Edit an existing role

Click the edit (pencil) icon next to any custom role to modify its name, description, or permissions. System roles like Admin cannot be edited.

Changing a role's permissions will affect all users currently assigned to that role.

7

Delete a custom role

Click the delete (trash) icon next to a custom role to remove it. You'll need to reassign users who had that role to a different role.

You cannot delete a role while users are still assigned to it. Reassign them first.

8

Assign roles to users

To change a user's role, go to the 'Your team' tab, find the user, and update their User type. New users can be assigned a role when you invite them.

With proper role management, you can ensure each team member has exactly the access they need - no more, no less. This improves security and helps organize your team's workflow.

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