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Add and edit roles and permissions

Manage user access as a Super Admin by assigning default or custom roles with specific permissions, ensuring secure and efficient operations

Updated over a month ago

Workstream provides default roles—Super Admin, District Manager, General Manager, and Assistant Manager—each with predefined permissions as well as custom roles with permissions tailored to your specific requirements, giving you full control over user access and responsibilities.


Here are the different roles you can assign to your team, and their default corresponding responsibilities within Workstream.


Pop-up window when adding a new custom role. Located in Admin view > Roles and Permissions.


Learn about default roles

⚠️ Once you update the permissions for a role, it will be applied to all users assigned to that role.

Role

Definition

Super Admin

Manages the company accounts including users, positions, and applicants by default.

District Manager

Creates and manages users, create and edit all HR calendars, edit evaluation plans, sponsor jobs, manage applicants, and onboarding.

General Manager

Permissions are limited to job sponsorships, applicant management, and onboarding.

Assistant Manager

Permission is limited to applicant management. This includes creating and editing applicant feedback and notes, and messaging applicants.

Custom Role

Apart from the standard Workstream roles, you can create custom roles that fit your company’s job titles.


Add custom roles

  1. Switch to admin view, then go to Roles and Permissions.

  2. Select Add role.

  3. Give this role a name.

  4. Check the areas and features this role will have access to within Workstream.

  5. Select Save.


Edit roles and permissions

The default roles in Workstream have permissions that you can update anytime.

  1. Switch to admin view, then go to Roles and Permissions.

  2. Select the three-dot menu ••• next to the role you want to edit.

  3. Select Edit.

    • Details: Here you can edit the role name and see the number of users for the role. You can also see when it was updated and who made the update

      Details tab

    • Permissions: Here you can set up the areas accessible to users with this role. You can also restrict the team member's visibility based on location if needed.

      Permissions tab

  4. Select Save.

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