Managing BrassRing Lead Manager Users and Accessing BrassRing Lead Manager from BrassRing ATS on Cloud

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Abstract

Product: Workbench

Managing BrassRing Lead Manager Users and Setting User Type Permissions

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Relevant eLearning:

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Process:

Managing BrassRing Lead Manager Users

  1. To grant permission for users to access and use BrassRing Lead Manager, in WorkBench, select Tools → Users → User Types.

  2. Select the Edit Type Permissions Pencil Icon for the user type to be updated.

  3. Select the Set Privileges Pencil Icon for BrassRing Lead Manager.

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  4. Select the required privileges for that User Type, and select Done.

  5. Select Save.

Adding Access to BrassRing Lead Manager from BrassRing ATS on Cloud

To enable the Menu → Candidates → Search BrassRing Lead Manager menu item in BrassRing ATS on Cloud:

  1. Select Tools → Users → User Types.

  2. Select the Edit Type permissions pencil icon for the User Type to edit.

  3. Select the Integrations 2 Set privileges pencil icon.

  4. Select CRM - general search.

  5. Select Done.

  6. Select Save.

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