Admin
Maintains users, organizations and access to the search firm's operating records.
Can
- Manage Users, Organizations, Consultants
- View Clients, client mandates, operation receipts, review decisions
- Recruitment Search PSA
- Roles and access
Who can do what in Recruitment Search PSA
Give each search owner the records and decisions needed for their part of delivery.
How permissions work
Commercial ownership
Client Partner maintains client relationships and mandate terms; Engagement Manager coordinates delivery against the mandate.
Independent review
Delivery Reviewer checks submitted billable work and Finance Manager decides milestone billing and tracks placement fees.
Practice oversight
Practice Lead reads mandate economics and capacity to discuss scope or staffing with the owner.
Source access
Check direct record access as well as list screens when assigning users to roles. Keep consultant cost and margin information within the agreed practice scope.
Who can do what
| Role | Clients and mandates | Consultant delivery | Search milestones | Placement fees | Time and expenses | Margin and capacity | Review evidence |
|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | Edit | Edit | View |
| Client Partner | Edit | View | View | View | — | Edit | — |
| Engagement Manager | — | View | Edit | — | View | Edit | View |
| Consultant | — | Edit | View | — | Edit | Edit | — |
| Delivery Reviewer | — | Approve | View | View | — | View | Edit |
| Finance Manager | — | View | Approve | Edit | — | View | View |
| Practice Lead | View | View | View | View | View | View | — |
Each role in detail
Client Partner
Owns the client relationship and reviews proposed and active search mandates.
Can
- Manage Clients, client mandates
- View search milestones, placement fee payments, consultant deliveries
Starts on: Placement Fees Overdue Or Disputed
Engagement Manager
Coordinates mandate delivery, consultant work and milestone readiness.
Can
- Manage client mandates, search milestones
- View consultant deliveries, time entries, Expenses, review decisions
Starts on: Expenses Awaiting Approval
Consultant
Records their own mandate work and costs for review.
Can
- Manage consultant deliveries, time entries, Expenses
- View client mandates, search milestones
Delivery Reviewer
Decides submitted consultant delivery and records the decision against the source line.
Can
- Manage review decisions
- View client mandates, operation receipts
Reviews and approves
- Approve consultant deliveries
Starts on: Delivery Approval Inbox
Finance Manager
Reviews approved milestones, invoices and collected placement fees.
Can
- Manage placement fee payments
- View client mandates, consultant deliveries, operation receipts
Reviews and approves
- Approve search milestones
Starts on: Milestone Billing Exceptions
Practice Lead
Reviews mandate economics and capacity across the search group.
Can
- View client mandates, Consultants, consultant deliveries, search milestones, placement fee payments, Expenses
Starts on: Mandate Schedule
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.