In this article:
Updating User Roles for Existing Team Members
User permissions allow customers on professional and enterprise plans to manage Vervoe data and feature usage within their organization.
Account Permissions
To add new users to your account click on your user icon to view your settings dropdown menu. Select Team settings and you will be directed to the Team Members setting tabs. Choose the blue "Invite New Team Members" button to add a user to your account. You will then be prompted to input the team member's name, email address, and select their role.
At the account level you have the option to categorize team members into two different roles - admin or team.
Admins on the account have the same access as the account owner. They are able to view and manage all skills assessments, account settings, users, and data.
Team users have the ability to create, edit and review their skills assessments as well as be added to other team members assessments as an editor or a viewer. They are unable to view account settings or assessments where they are not included on the assessment team.
Assessment Permissions
Once a team member is added to your account, you have the ability to manage their access to your organization's assessments. For assessments there are two levels of access - editor and viewer.
Account admins will automatically have access to manage and edit all assessments.
To update your assessment team click into the individual assessment. At the top right corner you will see a plus sign. Select the "+" and a pop-up will appear that allows you to add team members and choose their assessment role.
Editors can edit everything in an active assessment (including questions and assessment settings). They also have the ability to invite and score candidates.
Viewers can view assessment results, grade responses, and share a link to the candidate's card. Assessment viewers cannot make changes to the assessment, edit the assessment settings, or invite candidates.
For a complete list of which features each assessment team role can access, please refer to the following chart:
Adding or Removing User Roles
Account owners and admins can add, remove, or update team member's account roles at any time by navigating to the settings dropdown menu and selecting "Team".
Admins can update users' assessment team roles, by clicking into the assessment and selecting the "+" in the top right hand corner to manage team.
Updating User Roles for Existing Team Members
If you already had existing team members in your account prior to the release of this feature, these users were automatically given admin account roles by default.
You can choose to update existing users account and individual job access, but please note the following:
- If users had previously subscribed (turned on notifications) to a particular job, then that user is automatically an editor for that job, even if you downgraded their permission level access from admin to team. You can remove this users job access or change their role through the "Manage Team" setting in your job.
- If the team member was the original creator of a job/assessment, you are unable to restrict their access to this job/assessment, even after downgrading their permission level.