User Access Roles

Updated 2 months ago by Amy Tranter

Each person who will be accessing your Criteria account needs to be created as a user. There are several default access roles from which to assign the user, depending on what level of access they require and the types of tasks they will be completing.

The default access roles are:

  • Admin: allows full access to all modules including Settings, where they can manage Users, Teams, Access Roles, Company Preferences, and Integrations. Access to all results for all jobs associated with the company.
  • Manager: allows full access to all modules, except Settings. Access to results for jobs that they have created or jobs that have been shared with them.
  • User: allows view access to Tests and Results. Access to results for jobs that have been shared with them.
  • Collaborator: user who has been invited to complete a specific task such as creating WAA Work Factors Profile or evaluating Video Interviews.

Create an Access Role

You can also create a custom access role, to give users access to specific functions in the Criteria platform, based on your own requirements. To do this:

  1. Click on the Settings (avatar) icon in the top right and select Access Roles from the dropdown list.
  2. Click on the Create Access Role button in the top right to create a new access role.
  3. Enter a name and description for the access role.
  4. Toggle on the features that you want to be accessible to users who are assigned this access role.
  5. Save the access role. Now when creating or editing a user, you'll be able to to assign them to this role.

Next steps

Now that your access role have been set up, you can now create users and assign them to teams.


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