Organization-Level User Roles and Permissions
Organization-Level User Roles and Permissions¶
Hire2Retire allows organizations to manage who can view, configure, or control different parts of the Hire2Retire platform. Each user role offers a specific level of access to ensure efficient collaboration while maintaining limited access.
Understanding the Roles¶
Each user can have one or more of the following roles:
Admin The Admin role grants full access to all features and capabilities within the Hire2Retire platform when impersonating other users within the same organization. Users with this role can assign roles to others, manage all lifecycle workflows. Admins can access all configuration pages, including Overview, Identity, ServiceDesk, Access, Observe, Review, Reconcile, and Settings. They are also authorized to Upload HR data.
Editor The Editor role enables users to design, edit, and deploy workflows while impersonating users within their own organization. Editors have access to key pages such as Overview, Identity, ServiceDesk, Access, Observe, Review, and Reconcile. However, they cannot assign roles or approve/reject review events. Editors are permitted to Upload HR data.
Reviewer The Reviewer role allows users to review and act on supervised workflows—such as approving or rejecting events while impersonating users within the same organization. Reviewers can access the Overview, Observe, Review, and Reconcile pages. They do not have permissions to modify workflows or assign roles. They are also allowed to Upload HR data.
Viewer The Viewer role offers read-only access to the user when impersonating other users within the same organization. Users with this role can access the Overview, Observe, Review, and Reconcile pages, but they are limited to viewing data and reports without the ability to make any changes. Viewers cannot edit workflows, approve or reject events, assign roles, or upload HR data.
Each role represents specific permissions, and multiple roles can be combined. For example, a user with both Editor and Reviewer roles can design workflows and also approve events.
User Roles Page¶
A user with the Admin role in the organization is responsible for assigning roles to other team members. If your organization does not have any Admin user, you can request support (support@robomq.io) to make one or more internal users as admins.
These admins can then assign roles, including Admin role to other users. When a new user signs-up. They will not have the impersonate permission. The Admin will have to assign them an appropriate role.
Admins cannot change their own role, though an Admin can change the role of other admins.
Each user is displayed with their assigned roles, and an edit icon enables Admin users to modify these roles.
The User Roles Page allows admins to manage user access within the organization. This page allows you to assign or update roles for any user in your organization.
User Profile Page¶
The user profile will show the role of each user. When an Admin impersonates a user, they are able to see the user profile of impersonated user and can change their settings.
