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Roles

Creating and managing custom roles within a company

Updated over 8 months ago

Companies can set custom roles for employers who join the company on Riipen to control which functionality they will have access to. This can be helpful when inviting different members of your company, such as executive leaders, administrators, or other employees, to assist with its management.

General

Permissions

The permissions available that can be used in any combination on company roles are:

Name

Description

Administrate

The ability to update the company itself

Match Requests

The ability to read, create, and update match requests for any projects within the company

Members

The ability to invite and manage members of the company

Notifications

The ability to receive notifications sent to the company

Portal Passes

The ability to apply for, and manage existing portal passes for the company

Project Templates

The ability to create and update project templates for the company

Projects

The ability to create projects within the company which can then be managed by the same user

Talent

The ability to view the company talent pool

How to

Create a role

To create a role for employers within a company:

  1. Click on "Settings" under the "Company content" group in the main navigation.

  2. Navigate to the "Roles" tab under the "Members" group in the available settings.

  3. Click on the "New" button.

  4. Now simply fill in the form to define your role.

  5. Click "Submit" to finish creating your role.

Riipen also provides default roles for companies which cannot be modified. You will always see this in your roles list.

Edit a role

To edit a role:

  1. Click on "Settings" under the "Company content" group in the main navigation.

  2. Navigate to the "Roles" tab under the "Members" group in the available settings.

  3. Click on the the role you wish to edit.

  4. Click on the "Edit" button

  5. Make any modifications you want to make.

  6. Click "Submit" to finish editing your role.

Editing a role will change the associated permissions for any user which is assigned to that role currently.

Deleting a role

In order to delete a role, you must first migrate all users currently assigned to that role to a different role.

To delete a role for a portal:

  1. Click on "Settings" under the "Company content" group in the main navigation.

  2. Navigate to the "Roles" tab under the "Members" group in the available settings.

  3. Click on the the role you wish to edit.

  4. Click on the "Delete" button.

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