Auditor
Read authorized evidence and reports.
Can
- View Accounts, hiring mandates, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Won opportunities
- Recruitment CRM
- Roles and permissions
Who can do what in Recruitment CRM
Give client work, independent review and evidence access to the right people.
How permissions work
Relationship Owner
Prepares assigned opportunities, mandates, activity and attachments for the client request.
Sales Manager
Reviews submitted terms and eligible outcomes independently, then checks operational evidence.
App Administrator
Maintains the organizations, client accounts and team membership that place work in context.
Auditor
Reads authorized records and reports to understand the original decision and its result.
Who can do what
| Role | Client accounts | Hiring opportunities | Hiring mandates | Relationship activity | Review evidence | Team access |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | — | — | Edit |
| Sales Manager | View | View | View | View | View | View |
| Relationship Owner | View | Edit | Edit | Edit | Edit | View |
| Admin | View | Edit | View | — | View | Edit |
Each role in detail
App Administrator
Maintain organization configuration and membership.
Can
- Manage Accounts, Organizations, team members
Starts on: Active client accounts
Sales Manager
Review eligible revisions independently and reconcile operational evidence.
Can
- View Accounts, hiring mandates, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Mandates awaiting review
Relationship Owner
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Manage hiring mandates, Opportunities, record attachments, relationship activities
- View Accounts, operation receipts, review decisions
Starts on: Draft hiring mandates
Admin
Administers user access and operating setup for the recruitment team.
Can
- Manage Users, Organizations, team members
- View Accounts, hiring mandates, Opportunities, operation receipts, review decisions
Set up Recruitment CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.