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Understanding User Roles: Recruiter Confidential

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

Recruiter Confidential users have special access to features and abilities that are included in Beamery's Executive Search module. Whether you can access these features will depend on what is included in your Beamery package.

Recruiter Confidential users have access to all the primary platform functionalities such as adding contacts, creating pools, accessing vacancies and running candidate searches. While they don't have access to most Marketing features like Pages or Forms, they can create Events, and email Campaigns.

Recruiting Confidential users also have the ability to mark profiles as confidential, hiding them from the organization's general user population. Only Super Admin, Recruiting Confidential and Sourcing Confidential users can view confidential profiles and edit profile confidentiality.

Note that the Recruiter Confidential role does not have access to CSV import. 

Recruiting Confidential users often hold titles such as Executive Recruiter, Specialty Recruiter or Executive Search Specialist.

Module

Action/Ability

Recruiter Confidential

CRM

Create contacts

TRUE

CRM

View private contacts

TRUE

CRM

Delete contacts

TRUE

CRM

View contacts

TRUE

CRM

View all Confidential Contacts

FALSE

CRM

Import contacts using spreadsheet import

FALSE

CRM

Export multiple contacts via CSV using bulk actions

TRUE

CRM

Edit information in contact profile

TRUE

CRM

Create activities on the profile timeline

TRUE

CRM

Edit own activities on the profile timeline

TRUE

CRM

View private acitivities 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 profile

TRUE

CRM

Disable profile photo from contact profile

TRUE

CRM

View the Pools tab in profile

TRUE

CRM

View the Vacancies tab in 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

TRUE

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

FALSE

CRM

Edit a vacancy

TRUE

CRM

View private vacancies

FALSE

CRM

Edit public vacancies

TRUE

CRM

View public vacancies

TRUE

CRM

Publish vacancies

FALSE

CRM

Remove vacancies

FALSE

CRM

Share vacancies

TRUE

CRM

Create job levels

FALSE

CRM

Edit job levels

FALSE

CRM

Remove job levels

FALSE

CRM

View job levels

FALSE

CRM

Anonymize contact profile

FALSE

CRM

Un-anonymize contact profile

FALSE

Extension

Use the Beamery browser extension

TRUE

Marketing

Create campaigns

TRUE

Marketing

Edit campaigns

TRUE

Marketing

Delete campaigns

TRUE

Marketing

View campaigns in Campaigns dashboard

TRUE

Marketing

Add a form to a campaign

FALSE

Marketing

Edit page settings

FALSE

Marketing

View form settings

FALSE

Marketing

Edit form settings

FALSE

Marketing

View and use custom fonts in settings

TRUE

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

TRUE

Reporting

View Time Delta Metrics Report

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

FALSE

Settings

Create SSO users

FALSE

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

FALSE

Settings

Create email templates

FALSE

Settings

Edit templates

FALSE

Settings

Delete templates

FALSE

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

FALSE

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

FALSE

Settings

Create pool pipelines in settings

FALSE

Settings

Edit pool pipelines in settings

FALSE

Settings

View pool pipelines in settings

TRUE

Unknown

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

TRUE

Exec

Mark confidential profiles as public

TRUE

Events*

View events list

TRUE

Events

View event pool

TRUE

Events

View events module

TRUE

Events

Create events

TRUE

Events

Delete an event

FALSE

Events

Edit an event

TRUE

Events

Publish events

FALSE

Events

Unpublish events

FALSE

Events

View Registration and Check-in flows in Flow builder

TRUE

Events

Edit Registration and Check-in flows in Flow builder

TRUE

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

 

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