User Groups
User groups are established within EVA.ai to grant appropriate access and functionality to specific users.
Depending on their user group, individuals will have access to specific features on the platform and will be directed to dedicated homepages.
It's important to note that EVA.ai supports two distinct views: the recruiter/agent view and the talent/candidate view.
Keep in mind that those view has distincted URL. The recruiter side is indicated by choosename.eva.ai/agent, while the talent side is indicated by choosename.eva.ai/candidate.
Within each category, you can create different user types to accommodate specific needs regarding security configuration requirements.
Currently, EVA.ai hosts three categories of user groups:
Agent/Recruiter: This user group has access to the recruiter side of the platform.
Contact/Hiring Manager: This user group also has access to the recruiter side of the platform but with limited access on some only recruiters feature .
Candidates/Talent: This user group has access to the talent side of the platform.
By default, we have the following user groups with related security permissions:
Agent/Recruiter:
Admins (Type 4): They have full access to various features, including System Settings, Email Templates, Dashboards, Job Management, Candidate Files, Analytics, and more.
Agents (Type 3): They have access to essential features like Job Management, Candidate Management, Analytics, Smart Match, and more.
Contact/Hiring Manager:
Requestor (Type 1): They have access to features like Job Requests, Candidate Management, Analytics, and more.
Candidates/Talent:
All Candidates: They have access to all candidate-related features in the talent portal.
Assigning users to User Groups
If you need to assign an already created agent to a specific user group, simply navigate to the "Users" tab and click on the small green plus icon at the top.
To add a user, simply enter their name and check the box next to their name, then click on 'add'.
Please note that if you need to assign user groups in bulk, it is recommended to do so through migration.
If you wish to add additional categories of users with different permissions than those mentioned above, it is possible. Please send a message to your Customer Success Representative.
Now, let's review the other configurable sections within the user group menu.
Under the 'General Information' tab, you will find two sections: 'basic data' and 'default entity list'.
In the 'basic data' section, you can update the name of the user group by clicking on the pencil icon next to the section name. This allows customization according to the client's preferences.
Under the 'default entity list' section, you can configure the default list that this user group will see when they click on 'candidates,' 'companies,' 'contacts,' 'jobs,' or 'job requests' after logging in. This configuration is beneficial because it displays relevant lists based on the user group's specific needs.
For example, you can configure the smart list called 'recently active jobs' to be added to 'jobs' default entity list section. By doing so, if a user belongs to the 'agent (type 3)' group and clicks on the 'jobs' menu after logging in, they will be automatically directed to the 'recently active jobs' smart list.
The same principle applies to the other entities in the default entity list section: 'companies,' 'contacts,' 'jobs,' and 'job requests,' where the default view can be set based on configured smart lists. We recommend asking the client to provide their preferred lists needed for each user group or guiding them on self-onboarding to configure it themselves.
Please note that only smart lists can be entered, and it is important to ensure that the smart list is shared with the user group for correct viewing.
The second tab is labeled 'permissions,' where you can view a summary of the specific features that the user group can access based on their security permissions. If you need to modify these settings, we recommend you contact your Customer Success Representative.
The final tab is labeled 'users,' where you can access the list of all users belonging to the specific user group. You can also add new users by clicking on the small green plus icon.