Managing Role Based Access Control (RBAC) in CoRecruit

Not an admin? If you're trying to understand what your own role means for you, see What Role-Based Access Means for You

How Role Based Access Control (RBAC) works

Every team member in CoRecruit is assigned exactly one role. That role determines which features they can access, which settings they can change, and whether they can see other people's meetings or only their own.

There are two types of roles:

• Standard roles — built in by CoRecruit, cannot be edited or deleted. Every team starts with these.
• Custom roles — created by your team's admins or owners. You define the name, description, and exact set of permissions.

Standard roles

CoRecruit comes with three standard roles that cover the most common team structures.

Permissions matrix: Here's exactly what each standard role can do and in the meantime, you can see the permissions for any role by navigating to Settings → Roles and clicking into that role.

Note: Every team member — regardless of role — can always view the team member list. This is a base permission built into CoRecruit.

Standard roles are created and maintained by CoRecruit. They appear in your Roles list with Type: Standard and Made by: CoRecruit.

Creating a custom role

Custom roles are useful when standard roles don't fit — for example, if you want a role that can view team meetings but can't edit them, or a sales associate who can create meetings but has no access to billing.

To create a custom role:

1. Go to Settings (the gear icon in the top nav)
2. Select Roles from the left sidebar
3. Click + Create A Role in the top right
4. Give your role a name — you can edit this at any time using the pencil icon next to the name
5. Use the toggles to turn each permission on or off
6. Click Next
7. On the Add Members screen, optionally invite new members by email or select existing team members to assign to this role
8. Click Invite & Save

Note: You don't have to assign members when you create the role, you can always add them later.

Understanding permissions

When building a custom role, permissions are grouped into sections. Each section covers a different area of CoRecruit.

Within most sections, permissions follow an own → team pattern. For example, a member might be able to view and edit their own meetings but only view (not edit) team meetings. You can set these independently.

Editing a custom role

1. Go to Settings → Roles
2. Click the ⋯ menu on the right side of the role row
3. Select Edit Role
4. Adjust any permissions using the toggles
5. Click Save (or Next to also manage members)

Note: Standard roles (Viewer, Contributor, Admin) cannot be edited. If you need a modified version of a standard role, create a new custom role and configure it to match what you need.

Assigning roles to team members

You can assign a role to a member in two places:

From the Roles page:

1. Go to Settings → Roles
2. Click the ⋯ menu on the role you want to assign
3. Select Edit Role → Next to reach the Members screen
4. Find the member in the list and check the box next to their name
5. Click Invite & Save

From Team Members:

1. Go to Settings → Team Members
2. Find the member in the table
3. Click the ⋯ actions menu on their row
4. Select Edit Role and choose the new role

Each member can only hold one role at a time. Changing their role takes effect immediately.

Adding members when creating a role

When you reach the Add Members step after creating or editing a role, you have two options:

• Invite new people — enter their name and email address at the top of the screen. They'll receive an email invitation and be added to the role automatically when they join.
• Assign existing members — scroll through the team member list and check the boxes next to the people you want in this role. You can filter by current role using the Roles filter in the top right.

Deleting a custom role

1. Go to Settings → Roles
2. Click the ⋯ menu on the role row
3. Select Delete

Important: You cannot delete a role that has members assigned to it. Reassign or remove all members from the role first, then delete it. Standard roles cannot be deleted.

Frequently asked questions

Can a member have more than one role?

No. Each team member has exactly one role at a time.

Can I duplicate a standard role to use as a starting point for a custom role?

Not directly — but you can create a new custom role and manually configure it to match the standard role's permissions as a starting point.

What happens when I change someone's role?

The change takes effect immediately. They don't need to log out or refresh — their permissions update on their next action.

Can I see who has each role?

Yes. On the Roles page, each role shows member avatars in the Members column. Click into the role to see the full member list.

What if someone tries to do something their role doesn't allow?

They'll see a message: "Your role doesn't have permission to change this. Reach out to a team admin to request access."

For more on how roles affect the day-to-day CoRecruit experience, see What Role-Based Access Means for You.