Understanding user roles

What is a User vs. a Person?

In our software, a User is someone who has login access, while a Person is someone who has completed an assessment in the software. Some Users might not be People, and some People might not be Users.

What is a User Role?

A User Role determines what a User can see and which actions they can take. We’ve outlined the differences between User Roles below, so that you can properly assign User Roles to members of your team when you grant them software access.

Summary of user roles

User roleSummary of permissionsUser role recommended for
Read OnlyRead Only can view information for people they have been granted access to. Cannot take actions or modify data.Employees
We encourage companies to share the power of PI insights by providing all employees with Read Only logins. We also encourage employees to have access to the behavioral insights of everyone they work with. This will help your employees work within and across teams.
Power User / UserIn addition to Read Only permissions, Power Users can send behavioral and job assessments.People Managers, Hiring Managers, Recruiters
Power Users/Users can help roll-out PI within an organization by sending assessments to employees and lead hiring efforts by creating job targets.
Account AdminIn addition to Power User permissions, Account Admins can configure the software account through email defaults, privacy requirements, etc. They can also add software users.PI Champion
Typically, Account Admins play an active role in implementing PI throughout their organization.
Account OwnerIn addition to Account Admin permissions, Account Owners can grant software users access to Cognitive Information.PI Champion
Typically, this individual is typically responsible for implementing PI within the organization. They are also trusted to administer and view Cognitive Assessments.
Third Party External UsersThird Party External Users can view and send behavioral and job assessments, but cannot manage user access.Certified Partner, Consultant, Customer Success Manager
By allowing them to access your account, they can provide guidance in learning the software and can be more helpful when questions or technical issues arise.

Note: You may see additional user roles listed labeled Assessment Admin and Assessment Input. These are legacy roles that are no longer used. Please do not select these for a user role.

Behavioral Assessments

Account OwnerAccount AdminPower UserUserRead OnlyThird Party External Users
Send Behavioral Assessmentsxxxxx
Delete Behavioral Assessmentsxxxxx

Cognitive Assessments

No Cognitive Access Granted

Account OwnerAccount AdminPower UserUserRead OnlyThird Party External Users
Send Cognitive Assessmentsx
Enable or disable cognitive requirement
for job assessment
x
View and share cognitive assessment results / Cognitive Reportx
Grant access to Cognitivex

Cognitive Access Granted

Account OwnerAccount AdminPower UserUserRead OnlyThird Party External users
Send Cognitive Assessmentsxxxx
Enable or disable cognitive requirement
for job assessment
x
View cognitive assessment results /
View and share Cognitive Report
xxxxx
Grant access to Cognitivex

Job Assessments

Account OwnerAccount AdminPower UserUserRead OnlyThird Party External Users
Send Job Assessmentsxxxxx
Create a Jobxxxxx
Set a Job Targetxxxxx
View a Job Target and Candidate Match Scoresxxxxxx

Access to Reports and Tools

Account OwnerAccount AdminPower UserUserRead OnlyExternal Third Party Users
Dashboard, Person Summary, Behavioral Report, Personal and Manager Development Charts, Interview Guide, Job Report, Manager Development Chart, Management Strategy Guide, Relationship Guide, Analyticsxxxxxx
Team Discoveryxxxxx

Other Administrative and Organizational Tasks

Account OwnerAccount AdminPower UserUserRead OnlyThird Party External Users
Create, edit and manage Teamsxxxxxx
Share Teams with Other Usersxxx
Manage / Edit Open Invitation Linksxxx
Add / Remove Usersxx
Create foldersxxxx
Grant access to folder contentsxxx
Move people to/from foldersxxxx
Configure account settings
(email defaults, privacy settings, etc.)
xxx
Enable/Disable Third Party External Usersxx
Maintain personal information
(name, email, associated job, type)
xxxx
Delete People and Jobsxxx
Download CSVxxx
Anonymize Dataxx
Note: This table assumes you have access to both the Hire and Inspire products. If you have only purchased one of these products you may see reports and features on this table that you do not have access to.


What People and Jobs can Users view?
Account Owners, Account Admins, and Third Party External Users have access to all People and Jobs in the software. Power Users, Users, and Read Only only have access to People and Jobs in the Folders they have access to.

Account Owners and Account Admins can grant and restrict access to People and Jobs for different Users through Folder Management. For example, an Account Owner/Admin may set up Folders by department in order to grant Read Only employees access to People and Jobs in the same department.

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