Understanding User Roles: Sourcing Admin

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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 Sourcing Admin 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 Admin user?

Sourcing Admins have access to the vast majority of CRM functionality, but are limited in their access to the Marketing module and certain actions in Settings. They can view reporting and add new users to the system, but cannot publish Pages and Forms or access Events.

Sourcing Admins often have titles such as Sourcing Manager, Talent Acquisition Manager or Recruiting Manager.

Module Action/Ability Accessible?
CRM Create contacts TRUE
CRM View private contacts TRUE
CRM Delete contacts TRUE
CRM View contacts 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 TRUE
CRM Edit public pools TRUE
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 View private vacancies TRUE
CRM Edit public vacancies TRUE
CRM View public vacancies TRUE
CRM Publish vacancies TRUE
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 TRUE
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 TRUE
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 the 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
Settings Create users TRUE
Settings Edit user permission level TRUE
Settings View user details TRUE
Settings Edit user details TRUE
Settings Send invitations to new users TRUE
Settings Remove pending invitations to new users TRUE
Settings View invitations to new users TRUE
Settings Delete users TRUE
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 TRUE
Settings Delete super admin users FALSE
Settings Create teams in settings TRUE
Settings Edit teams in settings TRUE
Settings Delete teams in settings TRUE
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 TRUE
Settings Edit statuses in settings TRUE
Settings Delete statuses in settings TRUE
Settings Create sources in settings TRUE
Settings Edit sources in settings TRUE
Settings Delete sources in settings TRUE
Settings Create Custom Fields in settings TRUE
Settings Edit Custom Fields in settings TRUE
Settings Delete Custom Fields in settings TRUE
Settings Create vacancy stages in settings TRUE
Settings Edit vacancy stages in settings TRUE
Settings Delete vacancy stages in settings TRUE
Settings Create vacancy groups in settings TRUE
Settings Edit vacancy groups in settings TRUE
Settings Delete vacancy groups in settings TRUE
Settings View vacancy groups in settings TRUE
Settings Create pool pipelines in settings TRUE
Settings Edit pool pipelines in settings TRUE
Settings View pool pipelines in settings TRUE
Settings View email digest options in settings TRUE
Automation Create new recipes TRUE
Automation Edit new recipes TRUE
Automation Remove new recipes TRUE
Automation View new recipes TRUE
Automation Make a recipe into a 'repeat recipe' TRUE
Automation See GDPR recipe triggers and actions TRUE
Automation View and use the schedule trigger TRUE
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

*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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