With custom roles, Company admins can create roles based on how different members of their team need to interact with Breezy, for both Company Roles and Position Roles.
Company Roles are sets of permissions for access to general settings in Breezy. The default roles are Administrator and Member.
Position Roles are sets of permissions for working with positions and candidates as part of a Hiring Team. The default roles are Hiring Manager and Hiring Member.
Custom roles and permissions are available to customers on Business and Pro plans.
In this article:
How to create custom roles
Admins can create new roles in their company settings.
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Security in the left sidebar.
Click Permissions near the top of the screen.
Click + Company Role or + Position Role.
Enter a title and description for the role.
Click to toggle Enabled, View Only, or Can Edit next to each permission you’d like to add.
Click Save Changes.
How to edit or remove roles
Admins can change or remove roles in their company settings.
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Security in the left sidebar.
Click Permissions near the top of the screen.
To change permissions, click the edit icon (pencil) next to the correct role.
To delete an entire role, click the delete icon (trash can) next to the correct role.
Important notes:
Deleting a role isn't reversible. You’ll need to assign a new role to any users whose role is deleted.
The default roles, Administrator and Hiring Manager are not editable.
Company role permissions
Company roles define general permissions associated with users outside of a position or pool.
Company Preferences
Configure authentication for SSO and auto-join
Configure company general settings
Enable and configure integrations
Portal Preferences
Customize hello messenger
Customize your career portal settings
Customize your employee portal appearance
Compliance Preferences
Configure EEOC/OFCCP compliance
Configure GDPR/CCPA compliance
Configure candidate social discovery
Enable and configure dispositioning
User Preferences
Configure company and position permissions
Configure teams and assign users
Invite and remove users
Recruitment Preferences
Configure approvals for positions and offers
Merge candidate data across positions
View and manage interview guides
View and manage questionnaires
View and manage recruitment pipelines
View and manage scheduling links
View and manage scorecards
View and manage tags
Templates
View and manage message templates
View and manage nurture campaigns
View and manage eDocuments
General
Create new positions
View and manage all positions
Position role permissions
Position roles define permissions associated with users on hiring teams for candidates and specific positions or pools.
General
Create and edit position details
View hidden stages
Candidate Details
Manage candidate contact details
Manage candidate work experience
Manage custom candidate fields
View and complete candidate scorecards
View and manage candidate source & tags
View and upload resumes
View team scores for candidates
Candidate Feedback
Request scorecards from team members
View and manage internal team discussion
View and manage public notes
View and modify public notes from others
View candidate activity
View team scorecards
Candidate Management
Add new candidates to a position / AI features
Assign candidates to team members
Copy candidates to another position
Create tasks for team members
Create tasks for yourself
Delete candidates from a position
Export candidate details to an integrated HRIS
Manage candidate questionnaires
Manage candidate references
Manage meetings with candidates
Mark candidates private
Move candidate to another stage
Move candidates to another position
Send GDPR consent requests to candidates
Send offer letters to candidates
Set reminders about candidates
View and export position reporting
View and manage candidate documents
View and send SMS & email messages
Default user permissions
By default, company admins have create/edit access for all company and position role permissions.
By default, company members (non-admins) have the following position role permissions:
Permission | View | Create/edit |
Candidate Score | x |
|
Candidate Scorecard | x | x |
Experience | x |
|
Resume | x |
|
Notes | x | x |
Team Discussion | x | x |
Reminders | x | x |
Tasks (Others) |
| x |
Tasks (Personal) |
| x |