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Managing Permission Levels/Roles

An overview of user roles, permission levels, and how to set them up.

Rania Haddad avatar
Written by Rania Haddad
Updated yesterday

Cinode’s permission levels are designed to ensure that users have the right level of access. This approach helps maintain security, prevent unauthorized access to sensitive data, and align user roles with their specific responsibilities.

Regularly review and adjust permission levels to reflect changes in roles or responsibilities, ensuring your team has the access they need to perform effectively without compromising company data or processes.


How to Set Permissions

To assign permission levels to employees, you must have the Admin role. Follow the steps below to configure employee permissions.

  1. Access the Employee list
    Go to Administration > Users and navigate to the Employees tab.

  2. Edit Permissions for an Individual Employee
    - Click the pen icon located at the far-right of the employee’s row to modify their permissions, OR
    - Bulk Edit: Select multiple employees by checking their boxes, then click Edit.

  3. Assign or Modify Permissions
    Choose the desired permission(s) for the employee by clicking the pen icon and updating their roles.


Understanding Permission Roles

Permission levels define the level of access employees have to Cinode’s modules and features. Each user must be assigned at least one permission level to log in.

⚠️ Note: Adjusting roles may impact your company’s billing, depending on your Cinode agreement.

Available Roles and Their Access Levels

Admin

  • Access: Full access to the Administration interface, including managing employees, creating teams, and overseeing pipelines.

  • Scope: Grants visibility into sensitive data such as salaries (if applicable).

  • Recommendation: Limit this role to a small number of trusted users.

Manager

  • Access: All "User" permissions, plus:

    • Manage Customers, Projects, and Planner.

    • View and edit profiles and resumes for all employees.

    • Access related reports, such as the Project Report.

  • Additional Features:

    • Enables Cinode Business for users (if purchased).

    • Required for Partner Managers who announce roles to external networks.

User

  • Access: Manage personal profiles and resumes. View:

    • Employees/Teams.

    • Specific Reports.

    • Organisation, Search, and Reports functions.

  • Additional Features:

    • Enables Cinode Skills for users (if purchased).

    • Required for visibility in the Forecast view.

Restricted User

  • Access: Limited to personal Profile and Resume.

  • Additional Features:

    • Enables Cinode Skills for users (if purchased).

Recruiter

  • Access: Manage recruitment activities, including incoming candidates and the Funnel Report.

  • Additional Features:

    • Enables Cinode Recruiter for users (if purchased).

Partner Manager

  • Access: Manage the Partner module, including:

    • Connecting to partners.

    • Viewing and handling incoming/outgoing requests.

    • Managing subcontractor profiles/resumes.

  • Additional Features:

    • Enables Cinode Partner for users (if purchased).


Additional Notes

  • Billing Impact: Changing roles may affect your Cinode plan's billing. Ensure you review the impact based on your agreement.

  • Combining Roles: Employees can have one or multiple roles assigned based on their responsibilities.


Access & Features by Role and Subscription

Below is an overview of the different views in Cinode, based on your permission level and subscription plan. We’ll walk through the functionalities in four modules: Skills, Business, Partner, and Recruit.

📚 Skills Module

🔑 Permission level = Administrator

Administrators have access to the Home section, which includes their dashboard, an overview of their roles (showing the assignments they are booked for), their personal profile, portfolio, growth plan, dream assignment, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs.

Within the Organisation section, administrators can view colleagues and teams, making it easier to manage and support collaboration.

Additionally, they have access to Reports, company-related insights, and skill overviews to support decision-making and development.

Administrators can also use the Search function to quickly find relevant information across the platform.

In addition, they have access to the Administration tab, where they can set up and manage the company structure and configure settings for Cinode.

🔑 Permission level = Manager

Managers have access to the Home section, which includes their dashboard, their personal profile, portfolio, growth plan, dream assignment, and other relevant details. The dashboard also includes a sales view showing event statistics.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs. Additionally, they have the ability to edit every consultant’s CV and profile. A consultant can grant a manager access to view and edit their growth plan.

Within the Organisation section, managers can view colleagues and teams, making it easier to support collaboration and team management.

In the Reports section, they can access insights on the organisation’s skills reports, forecasts, historical skills data, and certification reports, helping them make informed decisions.

Managers can also use the Search function to quickly find relevant information across the platform.

🔑 Permission level = Partner Manager - Skills

Partner Managers have access to the Home section, which includes their dashboard, an overview of their roles (showing the assignments they are booked for), their personal profile, portfolio, growth plan, dream assignment, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs. However, they cannot edit consultants' CVs and profiles unless they also have a Manager role.

Within the Organisation section, Partner Managers can view colleagues and teams, making it easier to support collaboration and team management.

In the Reports section, they can access insights on the organisation’s skills reports, forecasts, historical skills data, and certification reports, helping them make informed decisions.

They also have access to the Network tab, where they can manage subcontractors, partners, and the Cinode Partner Network, making it easier to expand and oversee external collaborations.

Partner Managers can also use the Search function to quickly find relevant information across the platform.


💼 Business Module

🔑 Admin - Business

Administrators have access to the Home section, which includes their dashboard, an overview of their roles (showing the assignments they are booked for), their personal profile, portfolio, growth plan, dream assignment, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs.

Within the Organisation section, administrators can view colleagues and teams, making it easier to manage and support collaboration.

Additionally, they have access to Reports, company-related insights, and skill overviews to support decision-making and development.

Administrators can also use the Search function to quickly find relevant information across the platform.

In addition, they have access to the Administration tab, where they can set up and manage the company structure and configure settings for Cinode.

🔑 Manager - Business

Managers have access to the Home section, which includes their dashboard, an overview of their roles, their personal profile, portfolio, growth plan, and other relevant details.

They can also access the CV section, where they can view and edit their own CVs as well as manage CVs and profiles for other consultants in the organisation.

Within the Organisation section, managers can view colleagues and teams, supporting team visibility and collaboration.

They have access to the Planner, where they can view and work with assignments and availability across the organisation.

Managers can also access the Customer section, allowing them to view and manage the customer list.

Additionally, they have access to Reports, providing company-related insights and skill overviews to support planning and decision-making.

Managers can use the Search function to quickly find relevant information across the platform.

🔑 Partner Manager - Business

Partner Managers have access to the Home section, which includes their dashboard, an overview of their roles, their personal profile, portfolio, growth plan, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs.

Within the Organisation section, Partner Managers can view colleagues and teams, supporting visibility and collaboration.

They can use the Search function to quickly find relevant information across the platform.

In addition, Partner Managers have access to the Network tab, where they can view the Cinode Partner Network and manage partner-related activities.


🤝 Partner Module

🔑 Admin Partner

Administrators have access to the Home section, which includes their dashboard, an overview of their roles (showing the assignments they are booked for), their personal profile, portfolio, growth plan, dream assignment, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs.

Within the Organisation section, administrators can view colleagues and teams, making it easier to manage and support collaboration.

Additionally, they have access to Reports, company-related insights, and skill overviews to support decision-making and development.

Administrators can also use the Search function to quickly find relevant information across the platform

In addition, they have access to the Administration tab, where they can set up and manage the company structure and configure settings for Cinode.

They also have access to the Network tab, where they can manage the visibility and administration of the Cinode Partner Network for the company.

🔑 Manager

Managers have access to the Home section, which includes their dashboard, an overview of their roles, their personal profile, portfolio, growth plan, and other relevant details.

They can also access the CV section, where they can view and edit their own CVs as well as manage CVs and profiles for other consultants in the organisation.

Within the Organisation section, managers can view colleagues and teams, supporting team visibility and collaboration.

They have access to the Planner, where they can view and work with assignments and availability across the organisation.

Managers can also access the Customer section, allowing them to view and manage the customer list.

Additionally, they have access to Reports, providing company-related insights and skill overviews to support planning and decision-making.

Managers can use the Search function to quickly find relevant information across the platform.

🔑 Partner Manager

Partner Managers have access to the Home section, which includes their dashboard, an overview of their roles, their personal profile, portfolio, growth plan, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs.

Within the Organisation section, Partner Managers can view colleagues and teams, supporting visibility and collaboration.

They can use the Search function to quickly find relevant information across the platform.

In addition, Partner Managers have access to the Network tab, where they can work with subcontractors and partners, as well as publish assignments in the Cinode Partner Network.


🎓 Recruit Module

🔑 Companyrecruiter

Company Recruiters have access to the Home section, which includes their dashboard, an overview of their roles, their personal profile, portfolio, growth plan, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as see the organisation’s CVs.

Within the Organisation section, Company Recruiters can view colleagues and teams, supporting visibility and collaboration.

They can use the Search function to quickly find relevant information across the platform.

In addition, Company Recruiters have access to the Candidates tab, where they can manage the candidate list and work with pipelines of candidates throughout the recruitment process.


🕺🏼 User - All modules

Users have access to the Home section, which includes their dashboard, an overview of their roles (showing the assignments they are booked for and previous roles), their profile (master data), portfolio, growth plan, dream assignment, and other relevant details.

They can also access the CV section, where they can view and manage their own CVs as well as view the organisation’s CVs but not edit.

Within the Organisation section, users can view their colleagues and teams, making it easier to collaborate and stay connected.

Additionally, they have access to Reports, company-related insights, and skill overviews to support decision-making and development.

Lastly, they can use the Search function to quickly find relevant information across the platform. For example find some one in the organisation that has been working with a specific skill or at a customer.


🧑‍💻 Subcontractor

Subcontractors have access to the Home section, which includes their dashboard, profile, portfolio, and dream assignment.

They can also access the CV section, where they only can view and manage their own CVs.

Additionally, they have access to the Assignment section, where they can see assignments that have been sent to them or those they are booked for.

Subcontractors can add their availability in Cinode, allowing partner managers to see when they are available or not.

Their access is limited to these sections, ensuring they can manage their profile and assignments while staying connected with the organisation.


🕵️‍♂️ Candidate

Candidates need to be invited to be able to log in.

Candidates have access to the Home section, which includes their dashboard, profile, portfolio and dream assignment.

They can also access the CV section, where they can only view and manage their own CVs.

Their access is limited to these sections, allowing them to manage their profile and CV while staying connected with the organisation.


Free

  • Free users have access to the Home section, which includes their dashboard, personal profile, and other relevant details.

  • They can use the CV section to view and customise one online CV.

  • Within the Organisation section, they can view colleagues and team structure ut to ten users.

  • They have access to the Network tab to explore the Cinode Partner Network and find new assignments.

  • They can apply to assignment but not announce.

  • Reports are available, offering a limited overview of key company metrics.

  • They can use the Search function to find information across the platform.

  • Free users also have access to the Administration section to manage basic settings.

  • Under Plans & Add-Ons, they can view available Cinode plans, add-ons, and features.


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