“User Roles” on ZenATS allow you to streamline and simplify user management. It’s a role-based system for company users, replacing individually assigned permissions. Now, users are assigned to roles, making it easier to manage access. 

This includes three roles for company users: Super Admin, Standard Member, and Officer. You can also create custom roles and tailor access according to your specific needs.

Company Users - Roles 

System Preferences → Manage Users → Manage User Roles 

On this page, you’ll find a table that includes the three fixed roles and all other available roles in your company.

There are three predefined roles for simplified user assignment. These roles include:

• Super Admin: this fixed role holds unrestricted access to the system and can access all the company branches and jobs.
• Standard Member: this fixed role holds all permissions in the system except access to settings user management and can only access branches and jobs the user is assigned to.
• Officer: this fixed role has permission on all actions but is restricted from accessing settings, managing users, and reports, and can only access branches and jobs the user is assigned to.

Custom Roles for Tailored Control

You have the flexibility to create custom roles that align with your specific needs. You can define roles in both English and Arabic and select the permissions you’d like the role to have. 

To customize a new role, click “Create New Role”.

This will open a new page for you to add all the information about the role you would like to create in English and Arabic. Enter the Role name, Description, and choose if you would like to activate this role now, and select the permissions you want this role to have.

Once you’re done creating the role, click “Save”, and it will be added to the table with all the other roles.

To View or Edit a role, click on the Role Name or the Edit icon beside it. The Role information will then be displayed for you to view or edit. To delete the role, click on the Delete icon.  

Managing Company Users 

System Preferences → Manage Users → Company Users

On this page, you’ll find a table with all the Company Users. The table includes the role name and user status (pending, active, or inactive) of each role. Here, you can easily manage all company users, add new users, edit users, or activate/deactivate any roles directly from the table.

To add a user, click the "Add User" button. This action will open a slider where you can input the necessary information to create a new user and choose their role.

Once a new user is added, they will be added to the table.

To modify a user's details, click the Edit icon. A slider will then open containing the user's information, where you can make edits by changing the user's Role, Switching to an Invited User, and/or Activating or Deactivating the user. 

Invited Users’ Permissions

Limited Permissions for Invited Users

Invited Users have specific permissions as follows:

• Manage candidates
• Access candidate timelines
• Access candidate profiles
• Access candidate documents
• View others’ comments
• Edit their own comments
• Delete their own comments
• Send emails
• Create events & video interviews
• Generate feedback forms
• View feedback forms generated by others
• View results of tests given by others

If you find that an Invited User requires additional permissions or access beyond what has been outlined, consider switching them to a Company User. Company Users have a broader range of permissions and can perform a wider set of actions within ZenATS. This will allow you to customize the user's access based on their specific role and responsibilities in the recruitment process.

How to Invite a User

Users can be invited to vacancies in two ways: from a specific vacancy or via system preferences.

To invite a user from a vacancy, go to the vacancy you want, click on the actions icon (⋮) beside it, and select "Invite Users".

Another way to invite a user is by going to System Preferences → Manage Users → Invited Users 

Then, on the Invited Users page, click the "Add User" button. A form will then open where you can create a new user to invite and add them to the branches of vacancies you desire.

Managing Invited Users

To manage an invited user, go to System Preferences → Manage Users → Invited Users 

On this page, you can view all the invited users in your company, as well as the user's status (pending/active/inactive). You can edit a user’s status and modify other details by clicking the Edit icon. A slider with the user’s information and access details will appear, where you can edit the information you desire, and you can also switch an Invited User to a Company User.