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RBAC Permission Descriptions

One-to-two line description for each permission toggle, for use in the help article. Written for team admins reading the Roles settings page.

Meetings

Manage access to meetings, including viewing, creating, editing, and managing recordings and notes.

View their own Meeting: The member can see meetings they personally recorded or created. Without this, they have no access to any meetings in CoRecruit. We recommend that this permission is always enabled for all Roles in CoRecruit.

Edit their own Meeting: The member can make edits to their own meeting including rename, update notes, change meeting types, add or remove ATS records and modify all details on meetings they own. This requires them to also be able to view their own Meeting.

Delete their own Meeting: The member can permanently delete meetings they own, including their recordings and transcripts. This cannot be undone.

View Team Meetings: The member can see meetings recorded or created by other people on the team. Without this, they only see their own meetings. This includes search and filters on their CoRecruit dashboard.

Edit Team Meetings: The member can edit meeting details, notes, and settings on any meeting across the team, except meetings marked "Private". This is not just their own meetings but meetings owned by other team members. Requires View Team Meetings permission for it to work.

Delete Team Meetings: The member can permanently delete any meeting across the team. Use this setting with caution, this cannot be undone.

Make Meetings Private: The member can mark a meeting they own as Private, so other team members cannot see those meeting details, regardless of their role. Only the meeting owner can see private meetings.

Members

Manage who can view, invite, edit, or remove team members and adjust roles.

View Team Members: The member can see the full list of people on the team, including their names, email addresses, and assigned roles. The Team Members tab in Settings will be visible to them. This also let's them see team members in the meeting filters on their dashboard.

Edit Other Team Member Accounts: The member can change another team member's name, role, or account details. This includes assigning or changing roles. Grant this only to people who should be managing the team.

Remove Other Team Member Accounts: The member can remove people from the team entirely. Removed members lose access to CoRecruit immediately.

Meeting Types

Control access to meeting type templates and configurations.

View their own Meeting Types: The member can see meeting type templates they personally created. Meeting types control how CoRecruit structures and analyses a meeting, and the template that CoRecruit follows to generate notes, follow-up materials and other output.

Edit their own Meeting Types: The member can modify the name, structure, and settings of meeting types they own.

Delete their own Meeting Types: The member can delete meeting types they own. Meetings already recorded with that type are not affected.

View Team Meeting Types: The member can see meeting type templates shared across the team regardless of who created them. These are meeting types visible under the "Team Wide" tab.

Edit Team Meeting Types: The member can modify any team-wide meeting type template.

Delete Team Meeting Types: The member can delete any team-wide meeting type. Meetings already recorded with that type are not affected.

Convert Personal to Team-Wide Meeting Types: The member can promote one of their own personal meeting types into a shared team-wide template that everyone on the team can use.

Document Branding

Manage document branding and appearance settings.

View Team Branding: The member can see the team's document branding settings — logos, colours, and templates used for CoRecruit-generated documents.

Edit Team Branding: The member can update the team's branding settings. Changes apply to all documents generated by the team going forward.

Analytics

Access analytics and reporting data.

View their own Analytics: The member can see analytics and performance data for their own meetings only — call volume, meeting activity, and personal stats.

View all Analytics: The member can see analytics across the entire team, including data for all other members. Use this for managers or team leads who need visibility across the team.

Submittals

Manage submittal creation and access.

View their own Submittals: The member can see submittals that are created for meetings they own.

Edit their own Submittals: The member can modify submittals created for meetings they own.

Delete their own Submittals: The member can delete submittals on meetings they own.

View Team Submittals The member can see submittals created on meetings owned by anyone on the team.

Edit Team Submittals The member can edit any submittal on meetings owned by anyone across the team, including ones created by others.

Delete Team Submittals The member can delete any submittal across the team.

Integrations

Manage third-party integrations and connections.

View Integrations The member can see the integrations connected to their accounts on CoRecruit.

Edit Integrations The member can connect, disconnect, or change settings on their own integrations.

View Team Integrations The member can see integrations connected at the team level, including those set up by other admins.

Edit Team Integrations The member can connect, disconnect, or modify team-wide integrations. This includes ATS and CRM connections that affect the whole team. Grant this only to admins or senior team members.

Member Settings

Control access to settings that can be configured individually per member.

View Member Settings: The member can see their own individual settings on the Settings -> General tab.

Edit Member Settings: The member can change their own individual settings. Without this, they can view their settings but cannot update them. 

Note: Team members can ONLY modify settings that have been marked by an admin as member level settings. Learn how to control team level vs member level settings here.

Team Settings

Control access to settings that apply across the entire team.

View Team Settings: The member can see team-wide configuration settings. These settings apply to everyone on the team and are controlled from the Settings -> General -> Team Defaults section.

Edit Team Settings: The member can change team-wide settings. This is a broad permission, only assign it to people who should have administrative control over how the team is configured.

Billing

Manage billing, subscriptions, and payment information.

View Billing: The member can see the team's current plan, usage, and billing history. They cannot make any changes.

Edit Billing: The member can make changes to the team's billing details. Only assign this to owners or finance contacts who are authorised to make purchasing decisions.