Introduction
The role configurator in softgarden allows administrators to manage user groups (roles) individually and adjust permissions specifically. This ensures that each user role receives exactly the functions and access required for their area of responsibility.
Features of the Role Configurator
With the role configurator, you can:
create new roles and assign permissions specifically.
adjust existing roles to reflect changes in the recruiting process.
precisely control access rights so that users can only use relevant functions.
use a user-friendly interface to make changes easily and efficiently.
💡 Recommendation
Use existing roles as templates: We recommend using the existing roles and creating new roles based on them. This way, you can maintain a consistent permission structure and make targeted adjustments.
Regular review of roles: Roles and permissions should be reviewed regularly to ensure they meet the current requirements of your company.
Documentation and internal coordination: Before creating new roles, it is advisable to coordinate the requirements with relevant team members and maintain clear documentation of the permissions.
📖 Create a New Role - Step-by-Step Guide
1️⃣ Navigate to the settings area "User Management" → "Roles" and click on the blue button "Open Role Management."
2️⃣ In the newly opened browser tab, click on the blue button "+ New Role."
3️⃣ Enter a meaningful name for the role as well as a detailed description.
💡 Tip: If needed, enter both details in additional languages (EN, PL, ES, FR).
4️⃣ Set permissions by enabling the appropriate access options with checkmarks.
5️⃣ Save the newly added role by clicking the "Create" button.
📖 Use Existing Role as a Template - Step-by-Step Guide
1️⃣ Navigate to the settings area "User Management" → "Roles" and click on the blue button "Open Role Management."
2️⃣ In the newly opened browser tab, select the role that best matches the profile of the new role. Click on the three dots and select "Copy" from the options menu.
3️⃣ Enter a meaningful name for the role as well as a detailed description.
💡 Tip: If needed, enter both details in additional languages (EN, PL, ES, FR).
4️⃣ Set permissions by enabling or disabling the appropriate access options with checkmarks.
5️⃣ Save the newly added role by clicking the "Save" button.
Assign Roles
Determine which user groups can be invited for the newly created role and which roles can be assigned to them.
Administrator
Recruiter
Recruiter (Specialist Department)
Reviewer
Works Council
Application Process (Main Groups)
Configure which groups are visible in the application process for a role.
By changing the workflow groups, the workflow steps are overwritten
New
Preselection
Interview
Offer
On-board
Hired
Canceled
Custom Application Processes
If you have configured custom application processes, you can set here which steps are visible to the user group.
You can find the permissions assigned to a role by default in the User and Role Concept.