User Groups: Admin and User Permissions

User Groups - Admin and User Permissions

Admin Users: Admin users are individuals who have full access to the RefAssured platform. This includes the items listed below under sub-setting permissions, as well as the ability to review and export analytics.

Sub-setting Permissions:

• Survey Administration: Allows ability to edit, add, or remove survey content
• Export User Stats Report
• Managing Report Separation by Reference/Evaluator
• Hide Candidate Self-Reference in Reports
• Edit Candidate Name
• Edit Candidate Contact Info
• Edit Reference Name
• Edit Employment/Relationship Dates
• Edit Company and Job Titles
• Edit Relationship
• Edit Custom Fields

At go-live all non-admin team members are not given access to the items listed above. If any specific team members or departments need access, a User Group will need to be created with the updated permissions.

Reasons to create user groups:

• Set default surveys for specific departments / team members (i.e.  IT survey for IT recruiters, allied survey for allied recruiters, post-hire evaluations, etc.)
• Set specific user permissions for specific departments / team members (i.e. compliance/managers/leads having the ability to edit report information for accuracy, remove references off a report, etc.)
• (Pre-Hire Only) Set users to CC on Candidate Leads and Sales Leads to ensure the emails are being received by the appropriate parties (i.e. general sales or leads inboxes, business development teams, etc.) 

To create a new user group, an admin user will need to:

1. Access Full RefAssured App View
2. Select the Gear icon to access Settings
3. Locate User Groups
4. Under User Groups, locate your company name
5. Select the 3 dots and Add Group
6. From here, you’ll be required to add a Name for the group (i.e. Allied Team, Compliance, Account Managers, IT Recruitment, Post-Hire, etc.). 
7. Survey Defaults & Restrictions
   1. (Pre-Hire Only) If applicable and your organization has created multiple surveys, select the Pre-Hire Default Survey for that User Group (i.e. allied survey for allied team, IT survey for IT recruiters, performance evaluations, exit surveys, etc.). 
   2. (Post-Hire Only) You also have the ability to Enable Post-Hire Requests. Once enabled, you’ll have the option to assign a Post-Hire Default Survey. 
   3. *All team members will have access to company surveys, unless survey restrictions are in place. To set those, locate the Survey Access Restrictions sections and select the applicable surveys you want to remove from the Users Groups view. 
8. Locate Global Editing Permissions
9. Select edit Sub-setting Permissions to enable and disable specific user permissions
10. Hit Save! 

Assigning Users to a Group

1. Access Users Tab under Settings
2. Locate and select the user you want to update.
3. Under User Permissions, open the User Group dropdown.
4. Select the appropriate group to assign the user.
5. Now the user is all set.