Roles and permissions

ATS User Roles and Permissions: Control Who Sees What

ATS user roles and permissions decide which parts of a hiring system each person can use. Permissions attach to a role, and every member assigned that role inherits its access across the application. The working rule is to give somebody the narrowest role that still lets them do their job, then review it when their job changes.

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What does role-based access control mean in a hiring system?

It means access is granted to a role, and people are granted the role. You do not tick boxes for each individual. You define what a recruiter can reach, what an administrator can reach, and then anyone assigned to that role inherits it everywhere in the application. In Pitch N Hire this lives in Settings under user roles, with three tabs: the users themselves, roles and permissions, and panellists. The middle tab is where roles are created or edited and where you toggle the permissions each role grants. Opening that area is itself gated, since managing people is not something every account should be able to do. The design guidance the product gives is the right one to follow: assign the narrowest role that lets somebody do their job. Recruiters rarely need billing access or the ability to edit company settings. That single sentence prevents most of the sprawl.

Why does everybody end up as an administrator?

Because granting more access is always the fastest way to unblock somebody. A hiring manager cannot see a candidate, it is Friday, and making them an admin takes four seconds while working out the correct role takes twenty minutes. Nobody revisits it. Two years later, eleven people can edit company settings, four of them have changed teams, and one left in March. The consequences are not dramatic until they are. Compensation on offers, salary ranges on requisitions, interview feedback about people who are still employed elsewhere, and the contact details of everybody who ever applied are all sitting behind a role that was expedient once. Nobody did anything wrong at any single step. That is precisely why access needs a scheduled review rather than good intentions, and why the initial role design is worth the twenty minutes. Do it once, properly, on a quiet afternoon.

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Which roles does a hiring team actually need?

Fewer than most teams create, and more than one. An owner exists for the account itself, including billing and company-level settings, and should be one or two people. An administrator manages users, roles and configuration without necessarily needing billing. A recruiter works roles end to end: candidates, pipelines, communication and offers for the jobs they own. A hiring manager needs their own requisitions and their own candidates, and usually nothing else. An approver, often in finance, needs to read a requisition and decide on it rather than edit anything. An interviewer needs one candidate at a time and no browsing rights at all. Build those, resist the urge to create a role per person, and remember that a role which exists for exactly one individual is usually a sign the permission model needs adjusting rather than extending. Map them onto how your applicant tracking system is genuinely used.

Which data deserves the tightest permissions?

Compensation first, always. Salary ranges on requisitions and total figures on offers are the fields most likely to cause internal damage if they circulate, and they are frequently the least protected because they arrived alongside operational data nobody thinks twice about. Interview feedback is second: candid notes about a person who is currently employed somewhere else, and who may reapply, belong to the hiring decision rather than to general readership. Candidate contact details are third, since they are personal data you hold on people who are not your employees. Then billing and company settings, which are simply not a recruiting function. Nobody in talent needs a payment method on file. Applicable data protection duties vary by jurisdiction and change over time, so confirm your obligations with your own legal or compliance advisor. Our handling of the underlying platform is described on security.

How do you give access to people outside the hiring team?

Scope it and time-limit it instead of issuing a full account. There are three patterns worth knowing. An interviewer who is not on your team becomes a panellist: they do not consume a normal team seat, hold no workspace role, and see only the interviews assigned to them, with the invitation link carrying a validity measured in hours. An approver on a requisition workflow is added per step with a name, an email and either read access, meaning view only, or write access, meaning they can edit. And somebody who just needs to supply information can be sent a secure request link, with whatever they change coming back as proposed changes for review rather than as a silent edit. Each pattern keeps a person useful without making them a permanent account nobody remembers to remove. Neither should outlive the reason it was created.

What breaks when access is never reviewed?

Leavers keep their accounts, which is the failure with the shortest path to real harm, because a departing recruiter's login reaches every candidate relationship your company owns. Role sprawl follows, where enough one-off roles accumulate that nobody can say what any of them grants without opening each one. Shared logins appear next, usually invented to avoid a licence, and they destroy the audit trail entirely, because every action is attributed to a role rather than a person. Then there is the quieter one: everyone can read everyone's interview feedback, so the third interviewer sees two positive scores before writing their own and the panel converges instead of assessing independently. The first three are security problems and the fourth is a hiring quality problem, and all four come from the same cause, which is that access was set once and never looked at again.

How do you review access without turning it into a project?

Attach it to things that already happen. Make removing system access a line item on your offboarding checklist so it happens the day somebody leaves, not the month after. Add a permission check to your internal transfer process, because a person moving from recruiting to operations keeps their old access by default. Then run one calendar review a quarter: export the user list, confirm every person still works here, confirm every role still matches the job they do now, and delete any role nobody is assigned to. That is a thirty-minute task if you do it four times a year and a genuine project if you do it once every three. Treat panellist and external reviewer lists the same way, since those accumulate quietly. The same discipline applies across your HR software generally. Access hygiene is boring and it is the cheapest security you own.

A starting role map for a hiring team

Role Typical job Should reach Should not reach
Owner Founder or people leader Everything, including billing and company settings Nothing, which is why there should be very few
Administrator Talent operations Users, roles, configuration, all hiring data Billing, unless the role genuinely requires it
Recruiter Runs roles end to end Their candidates, pipelines, messages and offers Billing and company-level settings
Hiring manager Owns the requirement Their own requisitions and candidates Other departments' pipelines and compensation
Approver Finance or department head Requisitions they must decide on, read only Candidate records and interview feedback
Panellist Interviews occasionally Only the interviews assigned to them The pipeline, other candidates, any settings

Tighten hiring system access this week

  • List every active user and confirm each one still works at the company.
  • Assign the narrowest role that lets each person do their current job.
  • Remove billing and company-settings access from anyone who does not administer the account.
  • Restrict compensation on requisitions and offers to the people who set or pay it.
  • Move occasional interviewers onto scoped panellist access rather than full accounts.
  • Give requisition approvers read access unless they genuinely need to edit.
  • Delete shared logins and replace them with named accounts.
  • Add access removal to your offboarding checklist and your internal transfer process.
  • Put a quarterly access review in the calendar and delete unused roles when you do it.

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FAQ

Roles and permissions — FAQs

What is role-based access control in recruiting software? +
It is a model where permissions are attached to roles rather than to individuals. You define what a role can do, assign people to it, and each member automatically inherits that access across the application. Changing what recruiters can reach becomes one edit rather than fifteen. It also makes access auditable, because you can answer what a recruiter can see by reading one role definition instead of comparing individual accounts. The principle to apply throughout is to grant the narrowest role that still lets someone do their job.
Who should be an admin in an applicant tracking system? +
The people who administer the system, which is usually talent operations plus one backup, and rarely more than a handful. Administrators manage users, roles and configuration, and that is a distinct job from running roles or hiring for a team. Owners are separate again, and should be limited to the one or two people who genuinely need billing and company-level control. If a hiring manager needs admin rights to do something ordinary, the correct fix is to adjust the hiring manager role rather than promote the individual.
Should hiring managers see all candidates? +
Only their own, in most companies. A hiring manager needs the pipeline for their requisitions, the feedback on their candidates and the ability to make decisions on their roles. Access to other departments' pipelines adds nothing to their job and creates avoidable exposure, particularly where compensation and interview notes are visible. There are exceptions, such as a small company where one leader oversees every hire. Make it a deliberate decision recorded in the role rather than something that happens because the default was generous.
Who should be able to see salary and offer details? +
The recruiter running the role, the hiring manager who owns it, the approver who signed off the budget, and whoever runs payroll. That is usually the complete list. Interviewers do not need it, and neither do colleagues in other departments. Compensation appears in more places than people expect, including salary ranges on requisitions, total figures on offers, and any export or report built from them, so check all of those rather than only the offer screen when you set permissions.
How do interviewers get access without a full licence? +
Through a panellist invitation. A panellist is invited by name and email with a validity period on the link, does not consume a normal team seat, holds no workspace role, and sees only the interviews assigned to them. They work from their own portal where they publish availability, read the brief for an assigned interview and submit their rating and notes. That covers subject-matter experts, colleagues from other departments and client-side interviewers in an agency arrangement, without adding accounts you will forget to remove.
What happens to access when someone leaves? +
Nothing, unless somebody removes it, which is exactly the problem. A departing recruiter's account reaches candidate relationships, correspondence and compensation, so it is the highest-risk stale access in the system. Put removal on the offboarding checklist alongside laptop return and door access, and give it a named owner so it is not everybody's responsibility in general and nobody's in particular. Apply the same rule to panellists and external approvers, which accumulate quietly because nobody thinks of them as accounts.
How often should hiring system access be reviewed? +
Quarterly is a reasonable rhythm for most companies, and the review is short if it happens on schedule. Export the user list, confirm each person still works here, confirm each role still matches what they actually do now, and remove roles nobody is assigned to. The reason to keep the cadence is that the work grows non-linearly: a quarterly check is half an hour, and an annual one becomes a project because two internal reorganisations have happened since you last looked.
Can different roles have read-only access? +
Yes, and read-only is the correct setting more often than people assume. Requisition approval workflows make this explicit, where each reviewer is added with either read access, meaning view only, or write access, meaning they can edit. A finance approver deciding on a budget usually needs to read the request and record a decision, not change its contents. Defaulting approvers to read access removes an entire category of confusion about who altered a requisition between submission and approval.
Why should interview feedback be restricted? +
For two reasons. It contains candid assessments of people who are currently employed elsewhere, which is sensitive to them and to you. And visible feedback biases the panel: an interviewer who sees two positive scores before writing their own tends to converge on them, so you get agreement instead of independent evidence. Restrict feedback to the hiring team for that role, and if your process depends on independent assessment, consider whether interviewers should see each other's scores before submitting their own.
Does adding more users cost more? +
It depends on the pricing model, and it is worth checking before you design your roles, because a per-seat cost quietly encourages shared logins, which are the worst possible outcome for auditability. Note that panellists are a separate concept from team members and do not consume a normal team seat, which covers interviewers specifically. Check the current plans on pricing and, if the answer changes how you would structure roles, book a demo and ask directly.
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