Custom Roles & Permissions

Admins on Breezy’s Business and Pro plans can create custom user roles. Find out how to choose just the right permissions for your team.

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.

Each permission can be granted at the view or create/edit level.

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Custom Roles & Permissions are available to customers on Business and Pro plans.

How to create custom roles

Admins can create new roles in their company settings.

  1. Click the gear icon ⚙️ in the left sidebar.
  2. Click Company Settings.
  3. Click Permissions in the left sidebar.
  4. Click + Add Company Role or + Add Position Role.
  5. Enter a name and description for the role.
  6. Click the View or Create/Edit checkbox next to each permission you’d like to add. Use the toggle at the top of each section to enable all permissions for that category.
  7. Click Save Changes.

How to edit or remove roles

Admins can change or remove roles in their company settings.

  1. Click the gear icon ⚙️ in the left sidebar.
  2. Click Company Settings.
  3. Click Permissions in the left sidebar.
  4. To change permissions, click the edit icon (pad and pen) next to the correct role.
  5. To delete an entire role, click the X 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.

Role

Description

Approvals

Enable and configure position approvals and offer approvals

Authentication

Enable and configure SSO and employee auto-join

Company Name

Change company name

Integrations

Enable and configure assessments, background checks and other integrations

Career Portal

Customize your career portal's appearance, messaging, photos, and more

Hello Messenger

Enable and customize Hello Messenger appearance and messaging

Recruiter Portal

Enable and customize your recruiter portal appearance, messaging, and form

Dispositioning

Enable/Disable and configure dispositioning for disqualified candidate

EEOC

Enable/Disable EEOC and OFCCP compliance

GDPR

Enable/Disable and configure GDPR

Social Discovery

Enable/Disable candidate social discovery

Permissions

Configure company and position roles and permissions

Teams

Create and edit teams and assign users

Users

Invite and remove users from your company

Interview Guides

View and manage interview guides

Merge Candidates

Enable/Disable merging candidate data across positions

Message Templates

View and manage message templates

Nurture Campaigns

View and manage nurture campaigns

Offer Templates

View and manage offer templates

Pipelines

View and manage recruitment pipelines

Questionnaires

View and manage questionnaires

Scheduling Links

View and manage scheduling links

Scorecards

View and manage scorecards

Tags

Manage your company tags for positions and candidates

Add Position

Create a new position

All Positions

View and manage all positions

Talent Search

Position role permissions

Position roles define permissions associated with users on hiring teams for candidates and specific positions or pools

Role

Description

Position Detail

View and manage position details, description, application, etc

Candidate Score

View collective candidate score on candidate avatar

Candidate Scorecard

View and fill out a candidate scorecard

Candidate Source

View and manage candidate source

Contact Details

View and manage candidate contact information

Custom Fields

View and manage candidate custom fields

Experience

View and manage candidate work experience and education history

Resume

View and upload candidate resume

Candidate Management Updates

Notes

View and manage public notes and your notes

Request Scorecards

Request scorecard from position members with proper access

Shared Notes

Team Discussions

View and manage internal candidate discussion

Team Scorecards

View team candidate scorecards

Add Candidates

Add new candidates to position

Assign Candidates

Assign candidates to team members

Copy Candidates

Copy candidate to another position

Delete Candidates

Delete candidates from position

Documents

View and manage candidate documents

Export to HRIS

Export candidate into HRIS integration

GDPR Consent

Send candidate GDPR consent request

Meetings

View and manage candidate meetings

Move Candidate

Move candidate to another position

Position Reporting

View and Export position reports

Questionnaires

View and manage candidate questionnaires

References

View and manage candidate references

Reminders

Set candidate reminders

Send Offers

Send candidate offer letter

SMS & Email Conversation

View and send SMS and email message to candidate

Stage Movement

Change candidate stage

Tasks (Others)

Create tasks for team members

Tasks (Personal)

Create tasks for yourself

Updated 2 months ago



Custom Roles & Permissions


Admins on Breezy’s Business and Pro plans can create custom user roles. Find out how to choose just the right permissions for your team.

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