Role Based Access Control - RBAC

A New Way to Manage Your Team

In order to give you centralized control over all your accounts and users, we are launching ‘RBAC’. This powerful feature gives you precise control over what each member of your team can see and do within the platform.

Following the "Principle of Least Privilege," you can now ensure that users only have access to the features and data they absolutely need to perform their jobs, enhancing your organization's security and efficiency.

For Our Existing Customers: What to Expect

To ensure a smooth transition, we have taken care of your existing account setup:

• No Immediate Change: All your current, active users have been automatically assigned a "Company Super Admin" role. This means their access and permissions will remain exactly as they are today.
• Take Control: While there's no immediate disruption, we strongly encourage you to use this new system to define more specific roles for your team.
• Inactive Users: All users who were previously inactive in your account will remain inactive.

Key Concepts: Roles & Privileges

This new system is built on two simple concepts to give you granular control:

Privilege: A single, specific permission to perform an action, like Create Test, View Reports, or Edit Questions.

Role: A collection of privileges that you can define and name (e.g., "Recruiter," "Hiring Manager," "Interviewer"). You assign a Role to a User to grant them all the privileges associated with that Role.

How to Manage Roles and Permissions

You can find all Role management features by navigating to Team Settings in your account dashboard.

1. How to Create a New Role :  Create custom roles tailored to your company's structure.

• Navigate to the Roles tab within Team Settings.
• Click the Create New Role button.
• Enter a descriptive name for the role (e.g., "Technical Recruiter," "Campus Hiring Lead"). This field is mandatory.
• You will see a list of privilege categories based on the DoSelect products your company has purchased (e.g., Assessment, Interview, Contest).
• Select the specific privileges you want to grant to this role by checking the boxes.
• Click Save. The new role will now be available to assign to users.

2. How to Invite a New User and Assign a Role: Onboard new team members with the correct permissions from day one.

• Navigate to the Roles tab within Team Settings.
• Click on Invite Member.
• Enter the user's email address.
• Click Send Invite.

The user will appear in the "Pending" section until they accept the invitation. You can Resend or Delete an invitation for any user in a pending state.

3. How to Manage Existing Users

Change a User's Role:

• Find the user in the Members list.
• Click the transfer icon next to their name and select Change Role.
• Choose a new role from the list and confirm.

To Deactivate a User:

• Find the user in the Members list.
• Click the menu icon and select Deactivate User. The user's account will become inactive, but all the data they created (tests, candidate reports, etc.) will remain in your company account.
• To Reactivate a User:
• Go to the "Inactive" filter in the Members tab.
• Find the user and click the Activate User icon next to their name.

4. How to Edit or Delete a Role

• Editing a Role: You can add or remove privileges from an existing role at any time from the Roles tab.
• Important: Any changes made to a role will immediately apply to all users assigned to that role.
• Deleting a Role: You can only delete a role if no users are currently assigned to it. If a role has members, you must first move them to a different role before you can delete it.