- DATE:
- AUTHOR:
- The Eightfold team
Permissions to Manage Requisition and Offer Templates
WHAT'S INCLUDED
Two permissions control who manages intake form templates: Manage Requisition Templates and Manage Offer Templates. Assign either one to a role, and people in that role can create, edit, duplicate, and delete templates of that type in the Admin Console. The two are independent, so a role can manage offer templates without touching requisition templates. Recruiters and hiring managers keep the read access they need to templates while they work through a position or an offer.
WHY IT MATTERS
Share template upkeep across several teams, so template changes don't queue behind a single admin.
Grant access to one template type only, and keep the other type restricted.
Keep administrative access narrow, because template management can be granted on its own, apart from unrelated configuration access.
Assign template management to a role you already use, since both permissions appear in the standard role permission picker.
FEATURE DETAILS
Who can access | Admins assign the permissions. Any role can hold them, including a custom role. Tenant admins retain full access to templates whether or not the role holds either permission. |
Feature type | Default On |
Requirements |
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GETTING STARTED
Admins: Go to Admin Console > Users & Permissions > Permission & Roles. Open the role you want to grant access to, then select Manage Requisition Templates, Manage Offer Templates, or both, and save. Roles that already hold TA admin or integration management access receive both permissions automatically, so existing setups need no change. Read Configure permissions to manage requisition and offer templates for more details.
End users: People in a role that holds either permission find the templates they manage under Admin Console > Talent Tracking > Position > Templates or Admin Console > Talent Tracking > Offer > Templates. Recruiters and hiring managers see no change to how they use templates on a position or an offer.
