Understanding User Roles: Hiring Manager

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

Hiring Manager users have some of the most basic access to the CRM module only (People, Pools and Vacancies). This permission level is best for Hiring Managers who will be participating in the reviewing of profiles, assigning and completing tasks, and calibrating Vacancies in collaborative efforts with Sourcers and Recruiters.

A Hiring Manager user is able to search in People Grid for contacts which:

have been assigned to them
are in a private pool which has been shared with the user
are in a private pool which has been shared with a team which the user is in
are in a private vacancy which has been shared with the user
are in a private vacancy which has been shared with a team which the user is in

As a result, it is to be expected that different Hiring Manager users will each see different results in People Grid.

Module	Action/Ability	Accessible?
CRM	Create contacts	TRUE
CRM	View contacts	TRUE*
CRM	View private contacts	FALSE
CRM	Delete contacts	FALSE
CRM	Archive 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	Add contacts to pools	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	FALSE
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	FALSE
CRM	View direct message	TRUE
CRM	Provision users with SMS Virtual Phone Number	FALSE
CRM	Send direct SMS message	TRUE
CRM	View company feed	FALSE
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 (Only if the Owner/Creator of the pool)
CRM	View private pools	FALSE
CRM	View public pools	TRUE
CRM	Delete pools	TRUE (Only if the Owner/Creator of the pool)
CRM	Share pools	FALSE
CRM	View pools on the pools dashboard	FALSE
CRM	View vacancies on the vacancies dashboard	TRUE
CRM	Create a vacancy	FALSE
CRM	Edit a vacancy	FALSE
CRM	View private vacancies	FALSE
CRM	Edit public vacancies	FALSE
CRM	View public vacancies	TRUE
CRM	Publish vacancies	FALSE
CRM	Remove vacancies	FALSE
CRM	Share vacancies	FALSE
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
Marketing	Create campaigns	FALSE
Marketing	Edit campaigns	FALSE
Marketing	Delete campaigns	FALSE
Marketing	View campaigns in Campaigns dashboard	FALSE
Marketing	Add a form to a campaign	FALSE
Marketing	View and use custom fonts in settings	FALSE
Marketing	See the compliance section in Settings	FALSE
Marketing	Enable contact filter ‘consent’	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	FALSE
Reporting	View reporting module	FALSE
Reporting	View campaigns report	FALSE
Reporting	View pipeline report	FALSE
Reporting	View pivot reports	FALSE
Reporting	View activity report	FALSE
Reporting	View vacancy pipeline report	FALSE
Reporting	View Campaign insights report	FALSE
Reporting	View Contact insights report	FALSE
Reporting	View User insights report	FALSE
Reporting	Create Reports using Data Explorer	FALSE
Reporting	Share Data Explorer Reports	FALSE
Settings	Create users	FALSE
Settings	Edit user permission level	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	FALSE
Settings	Disable users / change users’ status	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	TRUE
Settings	Create email templates	FALSE
Settings	Edit templates	FALSE
Settings	Delete templates	FALSE
Settings	View and use templates	FALSE
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 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	Create pool pipelines in settings	FALSE
Settings	Edit pool pipelines in settings	FALSE
Settings	View pool pipelines in settings	TRUE
Settings	Company settings	FALSE
Settings	Custom email domains settings	FALSE
Settings	Branded tracking links settings	FALSE
Settings	Edit Open API settings	FALSE
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**	Mark profiles as confidential	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**	Convert / Conversion flows	FALSE
Events**	View Registration and Check-in flows in Flow builder	FALSE
Events**	Edit Registration and Check-in flows in Flow builder	FALSE

* Contacts that are assigned to the user or are in a pool shared with the user.

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