Understanding User Roles: Sourcing Standard

This article is part of a series detailing the abilities of each Beamery user role. The table below lists which features of the platform Sourcing Standard users can view and the activities they can perform.

Click here to return to the main user roles article, which includes links to the detailed articles for each user role.

Who should be a Sourcing Standard user?

Sourcing Standard allows users to access all the CRM features needed to complete typical sourcing workflows, including creating and sending email campaigns. This role is best for users whose day-to-day work is focused on sourcing activities, but who are not involved in talent marketing.

Sourcing Standard users often have titles like Sourcer, Recruiter, or Talent Acquisition Specialist.

Module	Action/Ability	Accessible?
CRM	Create contacts	TRUE
CRM	View private contacts	TRUE
CRM	Delete contacts	TRUE
CRM	View contacts	TRUE
CRM	Submit profiles for review	TRUE
CRM	Import contacts using spreadsheet import	TRUE
CRM	Export multiple contacts via CSV using bulk actions	TRUE
CRM	Edit information in the contact profile	TRUE
CRM	Create activities on the profile timeline	TRUE
CRM	Edit own activities on the profile timeline	TRUE
CRM	View private activities on the profile timeline	TRUE
CRM	Delete activities on the profile timeline	TRUE
CRM	View activities on the profile timeline	TRUE
CRM	View Related Profiles tab on the profile	TRUE
CRM	Disable profile photo from the contact profile	TRUE
CRM	View the Pools tab in the profile	TRUE
CRM	View the Vacancies tab in the profile	TRUE
CRM	Create direct message	TRUE
CRM	View direct message	TRUE
CRM	Provision users with SMS Virtual Phone Number	FALSE
CRM	Send direct SMS message	TRUE
CRM	View company feed	TRUE
CRM	Filter by historical vacancy stages	TRUE
CRM	Create a saved filter	TRUE
CRM	Edit existing saved filters	FALSE
CRM	Delete own saved filters	TRUE
CRM	Make filters public/private	FALSE
CRM	View public and own private saved filters	TRUE
CRM	View all public and private saved filters	FALSE
CRM	Create pools	TRUE
CRM	Edit pools	TRUE
CRM	View private pools	FALSE
CRM	Edit public pools	FALSE
CRM	View public pools	TRUE
CRM	Delete pools	TRUE
CRM	Share pools	TRUE
CRM	View pools on the pools dashboard	TRUE
CRM	View vacancies on the vacancies dashboard	TRUE
CRM	Create a vacancy	TRUE
CRM	Edit a vacancy	TRUE
CRM	Calibrate vacancy	TRUE
CRM	Suggested Contacts	TRUE
CRM	View private vacancies	FALSE
CRM	Edit public vacancies	TRUE
CRM	View public vacancies	TRUE
CRM	Publish vacancies	FALSE
CRM	Remove vacancies	TRUE
CRM	Share vacancies	TRUE
CRM	Create job levels	FALSE
CRM	Edit job levels	FALSE
CRM	Remove job levels	FALSE
CRM	View job levels	TRUE
CRM	Anonymize contact profile	FALSE
CRM	Un-anonymize contact profile	FALSE
Extension	Use the Beamery Extension	TRUE
Marketing	Create campaigns	TRUE
Marketing	Edit campaigns	TRUE
Marketing	Schedule Meetings	TRUE
Marketing	Delete campaigns	TRUE
Marketing	View campaigns in Campaigns dashboard	TRUE
Marketing	Edit Campaign Settings	FALSE
Marketing	Add a form to a campaign	TRUE
Marketing	Edit page settings	FALSE
Marketing	View form settings	FALSE
Marketing	Edit form settings	FALSE
Marketing	View and use custom fonts in settings	FALSE
Marketing	See the compliance section in Settings	FALSE
Marketing	Create a page	FALSE
Marketing	Edit a page	FALSE
Marketing	Customize page blocks	FALSE
Marketing	Clone a page	FALSE
Marketing	View list of pages on Pages tab	FALSE
Marketing	View a page	FALSE
Marketing	Publish a page	FALSE
Marketing	Delete a page	FALSE
Marketing	Create forms	FALSE
Marketing	Edit forms	FALSE
Marketing	Clone forms	FALSE
Marketing	See the list of forms on Forms tab	FALSE
Marketing	View forms	FALSE
Marketing	Publish forms	FALSE
Marketing	Delete forms	FALSE
Marketing	Generate consent form	TRUE
Reporting	View reporting module	TRUE
Reporting	View campaigns report	TRUE
Reporting	View pipeline report	TRUE
Reporting	View pivot reports	TRUE
Reporting	View activity report	TRUE
Reporting	View vacancy pipeline report	TRUE
Reporting	View Team Leaderboard report	TRUE
Reporting	Create Reports using Data Explorer	TRUE
Reporting	Share Data Explorer Reports	FALSE
Settings	Create users	FALSE
Settings	Edit user permission level	FALSE
Settings	View user details	FALSE
Settings	Edit user details	FALSE
Settings	Send invitations to new users	FALSE
Settings	Remove pending invitations to new users	FALSE
Settings	View invitations to new users	FALSE
Settings	Delete users	FALSE
Settings	View users in settings	TRUE
Settings	Create SSO users	TRUE
Settings	Create super admin users	FALSE
Settings	Edit super admin user permission level	FALSE
Settings	Invite super admin users	FALSE
Settings	Remove invitations sent to super admins	FALSE
Settings	View pending super admin invitations	FALSE
Settings	Delete super admin users	FALSE
Settings	Create teams in settings	FALSE
Settings	Edit teams in settings	FALSE
Settings	Delete teams in settings	FALSE
Settings	View teams in settings	TRUE
Settings	Create email templates	TRUE
Settings	Edit templates	TRUE
Settings	Delete templates	TRUE
Settings	View and use templates	TRUE
Settings	Create global tags in settings	FALSE
Settings	Edit global tags in settings	FALSE
Settings	Delete global tags in settings	FALSE
Settings	View global tags in settings	TRUE
Settings	Create statuses in settings	FALSE
Settings	Edit statuses in settings	FALSE
Settings	Delete statuses in settings	FALSE
Settings	Create sources in settings	FALSE
Settings	Edit sources in settings	FALSE
Settings	Delete sources in settings	FALSE
Settings	Create Custom Fields in settings	FALSE
Settings	Edit Custom Fields in settings	FALSE
Settings	Delete Custom Fields in settings	FALSE
Settings	Create vacancy stages in settings	FALSE
Settings	Edit vacancy stages in settings	FALSE
Settings	Delete vacancy stages in settings	FALSE
Settings	Create vacancy groups in settings	FALSE
Settings	Edit vacancy groups in settings	FALSE
Settings	Delete vacancy groups in settings	FALSE
Settings	View vacancy groups in settings	TRUE
Settings	Create pool pipelines in settings	FALSE
Settings	Edit pool pipelines in settings	FALSE
Settings	View pool pipelines in settings	TRUE
Settings	View email digest options in settings	TRUE
Automation	Create new recipes	FALSE
Automation	Edit new recipes	FALSE
Automation	Remove new recipes	FALSE
Automation	View new recipes	FALSE
Automation	Make a recipe into a 'repeat recipe'	FALSE
Automation	See GDPR recipe triggers and actions	FALSE
Automation	View and use the schedule trigger	FALSE
Exec*	Create related profile relationship	TRUE
Exec	Edit related profile relationship	TRUE
Exec	Delete related profile relationship	TRUE
Exec	View related profile relationships	TRUE
Exec	Mark profiles as Confidential	FALSE
Exec	Mark confidential profiles as public	FALSE
Events*	View events list	FALSE
Events	View event pool	TRUE
Events	View events module	FALSE
Events	Create events	FALSE
Events	Delete an event	FALSE
Events	Edit an event	FALSE
Events	Publish events	FALSE
Events	Unpublish events	FALSE
Events	View Registration and Check-in flows in Flow builder	FALSE
Events	Edit Registration and Check-in flows in Flow builder	FALSE
Homepage	Beamery Assistant	TRUE
Homepage	Tasks	TRUE
Homepage	Assigned to you	TRUE
Homepage	Recently worked on	TRUE

_{*The Exec Search and Events capabilities are only available to customers who have those modules as part of their Beamery package.}