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.
Custom Roles
There are three default user account types on CodeSignal: Admin, 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 All 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. For example, you can create a Manager role with the ability to create Labels.
5. Scroll down to the Labels section and select these permissions:
- Can view my company's assessment session result labels
- Can create, assign, edit, and delete my own assessment session result labels
- Can view and use my company's question labels
- Can create, edit, and delete my company's question labels
- Can view my company's test labels
- Can create, edit, and delete my own test labels
Common Custom Roles
While you can neither edit nor delete system roles (Admin, Manager, and Interviewer), you can edit or delete the custom roles you create.
1. Enable users to view and/or edit Executive Analytics or Pre-Screen Analytics.
Under Pre-Screen, scroll down to the Executive Analytics section and select the permissions below.
Under Pre-Screen, scroll down to the Pre-Screen Analytics section and select the permissions below.
Note: For these permissions, you will need to:
- Have access to the Pre-Screen 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 candidates that they personally invited to complete an assessment.
Your organization may not want users to view the completed assessment results for candidates 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 Pre-Screen invitations, select these permissions under the “Pre-Screen Session”:
- “Can view my own pre-screen sessions” (this is the new permission we added)
- “Can create and delete my own pre-screen sessions…”
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”:
- "Can view my own live interviews"
- "Can create and delete my own interviews and modify their information, such as candidate name, labels, and team ownership"
- "Can conduct my own interviews by starting the interview, selecting questions…”
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.
Questions? Email support@codesignal.com