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You can now view permissions levels for each access role, customize existing access roles and create your own custom roles within Ashby. Access roles are primarily used to provide job, location or department-specific access to users with elevated access, or to limit access for organization admins.

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Access roles can be viewed on all plans.

You can create new custom access roles and amend existing access roles on the Legacy Plus, Plus and Enterprise plans. Customers on the Foundations plan will only be able to edit the External Recruiter access role:

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Legacy Plus and Plus customers can modify existing roles and create up to 3 custom access roles. Enterprise customers can modify and create as many custom access roles as needed.

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Overview

https://www.loom.com/share/7e3addef270d4d63bc8c63a9911ac753

Access Roles

To view your active access roles and create new ones, navigate to Admin > Organization Setup > Access Roles.

All existing access roles and their permissions will be listed in a grid. You can also use this as a reference when assigning access roles to users with elevated access.

Creating a new access role

To create a new access role, click + Add Access Role. Give your role a title, then use the checkboxes to determine the access that the role should have. You can pick from the following options:

Can See Notes: Can view notes added to a candidate profile (with the exception of private notes)

Can See Candidate Profiles: Can view candidate profiles

Can See Email Communication: Can view emails exchanged with the candidate that have synced back to Ashby

Can See Feedback Forms: Can view feedback forms that have been added or completed on the candidate profile

Can Email/Schedule Candidate: Can email or schedule interviews for candidates (please note, to enable this option, the Can See Candidate Profiles option must be enabled)

Can Add/Edit Jobs: Can create or edit jobs

Can Submit Feedback on Behalf of Others: Can complete feedback forms on the behalf of other users (please note, to enable this option the Can See Feedback Forms option must be enabled)

Can See Hired Candidates: Can view candidates in the Hired stage of the job’s pipeline

Can Add/Edit Hired Candidates: Can add or amend candidates in the Hired stage of the job’s pipeline (please note, to enable this option the Can See Hired Candidates option must be enabled)

Can See Private Fields: Can see fields set to Private (please note, to enable this option, the Can See Candidate Profiles option must be enabled)

Can Make One-Off Edits to Approval Process: Can adjust an approval process on a one-off basis (more on this in Offer Approvals)

Editing and archiving an access role

To amend an existing access role, click on it within the Active Access Roles table.