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Permissions level/roles and how to set them
Permissions level/roles and how to set them
Rania Haddad avatar
Written by Rania Haddad
Updated over 3 weeks ago

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.

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