To customize your team member's permission, take the steps below.

STEP 1: From your Workstream dashboard, select the settings icon.

STEP 2: Select Company.

STEP 3: Under Company Settings, select Manage Users.

STEP 4: Search the name of your team member that you wish to grant granular permission. You can also Add a user.

STEP 5: Go to Actions column.

STEP 6: Select the edit icon.

STEP 7: Under Roles/permissions, select Custom.

STEP 8: Choose Manage permissions.

STEP 9: Select which permission to grant based on the following three categories:

a. Account management - Create and manage users, Create and edit all HR calendars, Edit company info, Edit evaluation plan, Create and edit integrations, Manage API, Manage locations, Manage departments

b. Position management - Create new positions, Delete positions, Edit existing positions, Edit hiring process, Edit job details, Publish and unpublish jobs, Access sponsored job boards

c. Applicant management - Create and edit applicant feedback, Create and edit applicant notes, Send texts and emails to applicants, Manage onboarding, Onboard new employees, Edit onboarding processes

STEP 10: Choose OK once done.

Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on new conversation, or send an email at

Did this answer your question?