In this article, you will learn how to manage various user roles and their associated permissions on CodeSignal using our Custom Roles feature.
Overview
If you are a CodeSignal Admin user for your company, you can restrict the views and actions of other users by creating custom Roles with various permissions. Please note that you can only manage permissions for the product(s) that you personally have access to.
Custom Roles
There are four default user account types on CodeSignal: Organization Admin, Assessments Manager, Assessments and Interviews Manager, and Interviewer. If needed, you can create variations of these roles by adding and removing specific permissions.
Creating Custom Roles
To create a custom role, follow these steps:
1. Click on your profile in the top right-hand corner and select “Users & Teams”
2. On the Users & Teams page, click on Roles.
3. While you can create a brand new role from scratch, the best practice is to duplicate an existing role and make edits to the permissions enabled.
4. Update the title of your duplicated role by clicking on the pencil icon. For example, you can create an Assessments Manager role with the ability to create question labels.
5. Scroll down to the Internal notes and question labels section and select these permissions:
- Can view and use the organization’s question labels
- Can create, edit, and delete question labels belonging to: The organization
Common Custom Roles
While you can neither edit nor delete system roles (Organization Admin, Assessments Manager, Assessments and Interviews Manager, and Interviewer), you can edit or delete the custom roles you create.
1. Enable users to view and/or edit Executive Analytics or Assessment Analytics.
Under Assessments, scroll down to the Executive analytics section and select the permissions below.
Under Assessments, scroll down to the Assessments Analytics section and select the permissions below.
Note: To enable these permission, ensure that you have enabled “Can view my organization's teams” permission under General tab.
Note: For these permissions, you will need to:
- Have access to the Assessments product.
- Have View permissions to have Edit permissions.
- View includes exploratory interactions, such as selecting the time period.
- Edit includes modification interactions, such as changing the Pass-through rate and (in the future) generating links to the Report.
2. Enable users to view completed results only for test-takers that they personally invited to complete an assessment.
Your organization may not want users to view the completed assessment results for test-takers that they did not personally invite. In order to restrict users’ visibility into assessment results, click on the desired existing custom role under “Roles.”
To limit users to only view results from personally sent assessment invitations, select these permissions under the Assessment Sessions:
-
Can view full assessment sessions (including invitations, in-progress assessments, and results) belonging to: Themselves
- Can create and delete full assessment sessions (including invitations, in-progress assessments, and results) belonging to: Themselves
In addition, users with these permissions can modify an invitation’s assessment duration and expiration.
3. Enable users to view and modify only interview sessions that they personally created/conducted.
You can create a new custom role or just duplicate an Interviewer role and modify it.
Click on the custom role under “Roles.”
To limit users to only view results and modify interview session that they personally created/conducted, select these permissions under the “Live Interview”:
Ensure to click on “Save Changes." All users with this role will automatically have these permissions updated.
Deleting Roles
If you are going to delete a role, first ensure that no one is assigned to that role first. Otherwise, the assigned user(s) will not be able to access the platform.