Roles and Permissions

When you add a new Standard user account to your Occy platform, you will need to assign them a role (permission group). There are four roles with different permissions for each, and a list of permissions for each role can be found in Settings > Company > Roles & Permissions.

Below is a brief overview of the permissions for each role:

1. Recruiter
   • Can view, edit, manage, share and delete jobs created or assigned to them
   • Can create new jobs and manage the hiring team for them
   • Can view, edit, manage, share and delete candidates
   • Can create interview slots for jobs created by or assigned to them, and share it with candidates
   • Can send, archive, delete, reply to and attach files/templates to emails to communicate with candidates
   • Can view all forms shared to and completed by a candidate for any job they have access to
   • Can view all SMS, email and job templates
2. Interviewer
   • Can view, edit, manage or share jobs assigned to them
   • Can add and edit evaluation forms to jobs they have access to
   • Can view questionnaire answers completed by candidates in the jobs they have access to
   • Can view all forms shared to and completed by a candidate for any job they have access to
3. Admin
   • Can create, view, manage, share and delete all jobs
   • Can view, edit, manage, share and delete all candidates
   • Can create and manage interview slots for all jobs
   • Can send, archive, delete, reply to and attach files/templates to emails using the mailbox and from within a candidate's profile
   • Can create, view, manage and delete all forms
   • Can create, view, manage and delete SMS, email and job templates
4. Billing Admin
   • Can follow jobs that they are not a part of, to get related notifications
   • Has full access to all billing information, to add and edit licenses and manage all billing information
5. Hiring Manager
   • Can view, edit, manage or share jobs assigned to them
   • Can create new jobs and manage the hiring team for them
   • Can view, edit, manage, share and delete candidates
   • Can view questionnaire answers completed by candidates in the jobs they have access to
   • Can view all forms shared to and completed by a candidate for any job they have access to
6. Approver
   • Can review, approve and reject jobs

The attached document contains a full list of permissions for each role.