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Roles & Permissions FAQs for Hiring Managers

Commonly asked questions about leveraging Roles & Permissions to help you manage your projects and collaborate with colleagues.

Olga Quiroga avatar
Written by Olga Quiroga
Updated over a week ago

What is this new feature?

To enable efficient collaboration between you and your colleagues while you find and match with talent on the Clora Platform, Clora is introducing an Add Coworker feature available on all your projects. Add colleagues at any time throughout the project matching and management process. Select the appropriate permission level that each colleague needs based on their responsibilities.

How does it work?

  • Add coworkers - Add and assign coworkers to your project to keep them in the loop on project activities or to assign responsibilities.

  • Manage your hiring team - You can add, edit, and remove coworkers at any stage in the process.

  • Assign Responsibilities - You have 4 permission levels to assign to coworkers to help assist you in the matching and management process.

  • Collect Feedback - Coworkers can add feedback on your project post and candidates

  • Keep Teammates Informed - Coworkers will receive notifications about all project activity and proposals in real-time

For more details or to learn more, check out our more detailed how it works page for a step-by-step on how to add coworkers!

For additional resources, questions, or assistance, reach out to Clora via our support chat, via email, or your dedicated Account Manager.

What are the permission levels?

  • Admin - Can edit the project post, hire candidates, approve timesheets and add coworkers. Will receive notifications about project activity and associated proposals.

  • Manager - Can edit the project post, hire candidates, and add coworkers. Will receive notifications about project activity and associated proposals.

  • Collaborator - Can view the project post. Can comment on the project post and candidates. Will receive notifications about project activity and associated proposals. Cannot take actions or view the budget and hourly rates of candidates.

  • Timesheet Approver - Can approve and request edits on timesheets and add coworkers. Will receive notifications about timesheet-related activity.

Is there a fee to use this feature?

You have full access to the Add Coworker feature on any project at no cost.

How can this help me manage my project?

A few common use cases include:

  • Grant a coworker a higher permission level in order to take on more responsibilities

  • Remove a coworker who is no longer part of the hiring team or has left the organization

  • Add a coworker after the project has matched to handle reviewing and approving billed hours via Clora’s Timesheet Portal

  • Let a coworker finish editing a project post you kicked off

  • Let a coworker coordinate candidate interview times for the team

  • And many more!

Do invited coworkers get added to all projects for my organization?

No, invited coworkers are only associated with the 1 project they were added to. If a colleague should be associated with more than 1 project for your company, they would need to be added to each project.

I need to transition ownership to a colleague. Will this help?

If you would like to be kept in the loop, you can add an Admin coworker to take over most/all of the responsibilities. You will still receive notifications about project activities.

If you no longer wish to receive any communication, please reach out to your dedicated Account Manager or Customer Success Manager. Clora can transfer ownership to your identified colleague.

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