Skip to main content

Understanding User Roles: Compare all Roles

Have more questions? Submit a request

This article is part of a series detailing the abilities of each Beamery user role. The table below lists which features of the platform all 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. 

Click here for this chart as a downloadable graphic.
Module Action/Ability Super Admin Sourcing Admin Sourcing Standard Sourcing Limited Sourcing Confidential Marketing Admin Marketing Standard Marketing Limited Restricted Recruiter Standard Recruiter Confidential
CRM Create contacts T F T T T T T T F T T
CRM View private contacts T T T F T T T F F T T
CRM Delete contacts T T T F T T T F F T T
CRM View contacts T T T T T T T T T T T
CRM View all Confidential Contacts T F F F F F F F F F F
CRM Import contacts using spreadsheet import T T T F T T T T F F F
CRM Export multiple contacts via CSV using bulk actions T T T T T T T T F T T
CRM Edit information in contact profile T T T T T T T T F T T
CRM Create activities on the profile timeline T T T T T T T T F T T
CRM Edit own activities on the profile timeline T T T T T T T T F T T
CRM View private activities on the profile timeline T T T F T T T F F T T
CRM Delete activities on the profile timeline T T T F T T T F F T T
CRM View activities on the profile timeline T T T T T T T T T T T
CRM View Related Profiles tab on profile T T T T T T T T T T T
CRM Disable profile photo from contact profile T T T T T T T T T T T
CRM View the Pools tab in profile T T T T T T T T T T T
CRM View the Vacancies tab in profile T T T T T T T T T T T
CRM Create direct message T T T T T T T T F T T
CRM View direct message T T T T T T T T F T T
CRM Provision users with SMS Virtual Phone Number T F F F F F F F F F F
CRM Send direct SMS message T T T F F T T F F T T
CRM View company feed T T T F T T T F F T T
CRM Filter by historical vacancy stages T T T T T T T T T T T
CRM Create a saved filter T T T T T T T T T T T
CRM Edit existing saved filters T F F F F F F F F F F
CRM Delete own saved filters T T T T T T T T T T T
CRM Make filters public/private T F F F F F F F F F F
CRM View public and own private saved filters T T T T T T T T T T T
CRM View all public and private saved filters T F F F F F F F F T T
CRM Create pools T T T T T T T T T T T
CRM Edit pools T T T T T T T T T T T
CRM View private pools T T F F F T F F F F F
CRM Edit public pools T T F F F T F F F F F
CRM View public pools T T T T T T T T T T T
CRM Delete pools T T T T T T T T T T T
CRM Share pools T T T T F T T T F T T
CRM View pools on the pools dashboard T T T T T T T T T T T
CRM View vacancies on the vacancies dashboard T T T T T T T T F T T
CRM Create a vacancy T T T T T T T T F F F
CRM Edit a vacancy T T T T T T T T F T T
CRM View private vacancies T T F F F T F F F F F
CRM Edit public vacancies T T T F T T T F F T T
CRM View public vacancies T T T T T T T T T T T
CRM Publish vacancies T T F F F T F F F F F
CRM Remove vacancies T T T T T T T T F F F
CRM Share vacancies T T T T T T T T F T T
CRM Create job levels T F F F F F F F F F F
CRM Edit job levels T F F F F F F F F F F
CRM Remove job levels T F F F F F F F F F F
CRM View job levels T T T T T T T T T F F
CRM Anonymize contact profile T T F F F T F F F F F
CRM Un-anonymize contact profile T F F F F F F F F F F
Extension Use the Beamery browser extension T T T T T T T T F T T
Marketing Create campaigns T T T F T T T T F T T
Marketing Edit campaigns T T T F T T T T F T T
Marketing Delete campaigns T T T F T T T T F T T
Marketing View campaigns in Campaigns dashboard T T T F T T T T F T T
Marketing Add a form to a campaign T T T F T T T T F F F
Marketing Edit page settings T F F F F T F F F F F
Marketing View form settings T F F F F T T F F F F
Marketing Edit form settings T F F F F T F F F F F
Marketing View and use custom fonts in settings T T F F F T F F F T T
Marketing See the compliance section in Settings T F F F F F F F F F F
Marketing Create a page T F F F F T T F F F F
Marketing Edit a page T F F F F T T F F F F
Marketing Customize page blocks T F F F F T T F F F F
Marketing Clone a page T F F F F T T F F F F
Marketing View list of pages on Pages tab T F F F F T T F F F F
Marketing View a page T F F F F T T F F F F
Marketing Publish a page T F F F F T F F F F F
Marketing Delete a page T F F F F T F F F F F
Marketing Create forms T F F F F T T F F F F
Marketing Edit forms T F F F F T T F F F F
Marketing Clone forms T F F F F T T F F F F
Marketing See the list of forms on Forms tab T F F F F T T F F F F
Marketing View forms T F F F F T T F F F F
Marketing Publish forms T F F F F T F F F F F
Marketing Delete forms T F F F F T F F F F F
Marketing Generate consent form T T T F T T T F F T T
Reporting View reporting module T T T F T T T F F T T
Reporting View campaigns report T T T F T T T F F T T
Reporting View pipeline report T T T F T T T F F T T
Reporting View pivot reports T T T F T T T F F T T
Reporting View activity report T T T F T T T F F T T
Reporting View vacancy pipeline report T T T F T T T F F T T
Reporting View Team Leaderboard report T T T F T T T F F T T
Reporting Create Reports using Data Explorer T T T F T T T F F T T
Reporting Share Data Explorer Reports T T F F F T F F F T T
Reporting View Time Delta Metrics Report T F F F F F F F F F F
Settings Create users T T F F F T F F F F F
Settings Edit user permission level T T F F F T F F F F F
Settings View user details T T F F F T F F F F F
Settings Edit user details T T F F F T F F F F F
Settings Send invitations to new users T T F F F T F F F F F
Settings Remove pending invitations to new users T T F F F T F F F F F
Settings View invitations to new users T T F F F T F F F F F
Settings Delete users T T F F F T F F F F F
Settings View users in settings T T T T T T T T T F F
Settings Create SSO users T F F F F F F F F F F
Settings Create super admin users T F F F F F F F F F F
Settings Edit super admin user permission level T F F F F F F F F F F
Settings Invite super admin users T F F F F F F F F F F
Settings Remove invitations sent to super admins T F F F F F F F F F F
Settings View pending super admin invitations T T F F F T T F F F F
Settings Delete super admin users T F F F F F F F F F F
Settings Create teams in settings T T F F F T F F F F F
Settings Edit teams in settings T T F F F T F F F F F
Settings Delete teams in settings T T F F F T F F F F F
Settings View teams in settings T T T T T T T T T F F
Settings Create email templates T T F F F T T F F F F
Settings Edit templates T T F F F T T F F F F
Settings Delete templates T T F F F T T F F F F
Settings View and use templates T T T T T T T T F T T
Settings Create global tags in settings T F F F F F F F F F F
Settings Edit global tags in settings T F F F F F F F F F F
Settings Delete global tags in settings T F F F F F F F F F F
Settings View global tags in settings T T T T T T T T T F F
Settings Create statuses in settings T T F F F T F F F F F
Settings Edit statuses in settings T T F F F T F F F F F
Settings Delete statuses in settings T T F F F T F F F F F
Settings Create sources in settings T T F F F T F F F F F
Settings Edit sources in settings T T F F F T F F F F F
Settings Delete sources in settings T T F F F T F F F F F
Settings Create Custom Fields in settings T T F F F T F F F F F
Settings Edit Custom Fields in settings T T F F F T F F F F F
Settings Delete Custom Fields in settings T T F F F T F F F F F
Settings Create vacancy stages in settings T T F F F T F F F F F
Settings Edit vacancy stages in settings T T F F F T F F F F F
Settings Delete vacancy stages in settings T T F F F T F F F F F
Settings Create vacancy groups in settings T T F F F T F F F F F
Settings Edit vacancy groups in settings T T F F F T F F F F F
Settings Delete vacancy groups in settings T T F F F T F F F F F
Settings View vacancy groups in settings T T T T T T T T T F F
Settings Create pool pipelines in settings T T F F F T F F F F F
Settings Edit pool pipelines in settings T T F F F T F F F F F
Settings View pool pipelines in settings T T T T T T T T T T T
Settings View email digest options in settings T T T T T T T T T T T
Automation Create new recipes T T F F F T F F F F F
Automation Edit new recipes T T F F F T F F F F F
Automation Remove new recipes T T F F F T F F F F F
Automation View new recipes T T F F F T F F F F F
Automation Make a recipe into a 'repeat recipe' T T F F F T F F F F F
Automation See GDPR recipe triggers and actions T T F F F T F F F F F
Automation View and use the schedule trigger T T F F F T F F F F F
Exec* Create related profile relationship T T T F T T F F F T T
Exec Edit related profile relationship T T T F T T F F F T T
Exec Delete related profile relationship T T T F T T F F F T T
Exec View related profile relationships T T T T T T T T T T T
Exec Mark profiles as Confidential T F F F T F F F F F T
Exec Mark confidential profiles as public T F F F T F F F F F T
Events* View events list T F F F F T T T F T T
Events View event pool T T T T F T T T T T T
Events View events module T F F F F T T T F T T
Events Create events T F F F F T T F F T T
Events Delete an event T F F F F T F F F F F
Events Edit an event T F F F F T T F F T T
Events Publish events T F F F F T F F F F F
Events Unpublish events T F F F F T F F F F F
Events View Registration and Check-in flows in Flow builder T F F F F T T T F T T
Events Edit Registration and Check-in flows in Flow builder T F F F F T T F F T T

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.