Team roles and permissions
Five role presets keep screening, results and spend in the right hands. Every organisation on RefChecks gets the same roles, with per-person fine-tuning when you need it.
Roles
The five roles
Admin
Everything, including billing, wallet, team and settings.
Recruiter
Full screening operations, including references, checks, medicals, candidates and surveys. No billing or settings.
Hiring manager
Runs screening for their own hires only. Sees just the requests, candidates and results they created.
Finance
Wallet and spend management plus insights. No candidate or screening access.
Viewer
Read-only access to reports, candidates and insights.
Compare
What each role can do
| Capability | Admin | Recruiter | Hiring manager | Finance | Viewer |
|---|---|---|---|---|---|
| References | |||||
| Start reference requests | |||||
| View reference reports | |||||
| Manage references (nudge, cancel, release) | |||||
| Checks & medicals | |||||
| Order employment checks | |||||
| View check status | |||||
| Order medicals | |||||
| View medical results (health data) | |||||
| Candidates | |||||
| View candidates | |||||
| Create and edit candidates | |||||
| Offboard candidates | |||||
| Surveys | |||||
| Create and send surveys | |||||
| View survey results | |||||
| Wallet & billing | |||||
| See wallet balance and coverage | |||||
| Manage wallet (deposits, card, policy, top-up) | |||||
| Manage subscription billing | |||||
| Insights & reporting | |||||
| View Insights and board packs | |||||
| Share board packs externally | |||||
| View activity log | |||||
| Admin | |||||
| Edit templates | |||||
| Manage team and roles | |||||
| Manage organisation settings | |||||
* Hiring manager access applies to their own candidates only: they see just the requests, candidates and results they created.
Controls
Fine-tune beyond the presets
Role presets cover most teams. When they do not quite fit, admins have three levers on top.
Per-person permissions
Grant or remove individual permissions for any non-admin member, so one person can differ from their role preset without a new role.
Ordering controls
Choose which check types non-admin roles may order. Anything you untick stays admin-only across the whole organisation.
Monthly spend caps
Set a monthly cap on what each member can spend on checks and medicals. Admins are never capped.
Team roles are part of every RefChecks plan. Compare plans on our pricing page, or create your account and invite your team in minutes.
FAQ
Roles and permissions FAQ
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