Manage User Roles & Permissions

Overview

The User Roles & Permissions feature lets administrators define what each team member can see and do in Discovered. By setting roles, you can limit access to sensitive company settings, delegate candidate communications, or provide view-only access for stakeholders.

Discovered supports three permission levels:

• Viewer – Can view job postings, candidates, and departments but cannot edit or communicate with candidates.
• Editor – Can view and edit jobs, candidates, and statuses, and communicate with candidates. Cannot manage company-wide settings or templates.
• Admin – Full access across the platform, including company settings, templates, jobs, and candidates.

Both Viewers and Editors can be restricted to specific jobs or departments instead of having access to all. Admins always have unrestricted access.

How to Manage User Roles & Permissions:

1. Access User Management

• Log in to your Discovered account.
• Click your name in the top-right corner.

• From the dropdown menu, select Users.

2. Select a User

• On the User Management page, you’ll see a list of all existing users, along with their contact info and current permissions.

• Click on a user’s info bar to open their details in a right-hand panel.

3. Change Role & Permissions

• In the panel, select one of the three available roles:
  • Viewer – Read-only access to assigned jobs/departments.
  • Editor – Edit privileges on assigned jobs/departments.
  • Admin – Full access to everything in the account.

• If assigning Viewer or Editor, you’ll see additional options to:
  • Restrict access to specific jobs or all jobs.
  • Restrict access to specific departments or all departments.

4. Save Changes

• Once you’ve adjusted the permissions, click Save Changes.

• Changes apply immediately.

Why This Matters

Assigning roles properly ensures:

• Security – Only authorized users can access company settings or candidate data.
• Efficiency – Editors can manage candidate communications while Viewers stay informed without risk of accidental changes.
• Accountability – Admins retain control over global settings and compliance-sensitive features.

Use Cases

• Giving hiring managers Viewer access so they can review candidates without editing data.
• Assigning recruiters as Editors so they can manage candidate communications and progress.
• Ensuring only a few trusted admins can adjust company-wide integrations, templates, and account settings.

Best Practices

• Assign Admin access sparingly to protect sensitive settings.
• Regularly review user roles, especially if team members change positions.
• Use department-level restrictions when multiple teams manage hiring independently.
• Document who holds Admin rights for accountability.

What Happens Next

• Once updated, users immediately gain (or lose) access based on their new role.
• No email notifications are automatically sent when permissions change—consider notifying your team directly.

You can return to the Users page at any time to add, remove, or update permissions as your team evolves.