Throughout our continuous development, we have received a lot of requests for different sets of roles and permissions, especially managers that would like control over their own CVs and case studies. As most companies are organised differently, we saw quickly that we had to find a highly customisable solution to be able to fulfill the needs from our customers without complicating the role permissions.
Therefore we are now releasing the new customisable role: Department manager
The department manager is a highly customisable role where the permissions are decided based on the departments or custom tags added to the role. The department manager can change all CVs and references with one of the selected departments or custom tags.
This knits together with our previous release, where we added departments to the case studies and the case study search filter. https://www.cvpartner.com/updates/you-can-now-search-for-your-case-studies-based-on-department-ownership
Examples of use cases for the department manager role
How do I add the department manager access role?
Only administrators and country managers can give department manager rights. Go to: Account > Users > Edit user > Change role
How do I create custom tags?
Only administrators can create custom tags and custom tag categories.
Go to: Account > Customize CV Partner > Custom tags
You can select if a user with editing rights should be able to add this custom tag to CVs/References or Customers
How do I add custom tags?
After the creation of custom tags, each CV/Reference/Customer with an applicable custom tag will have an option on the top "Add custom tag"
Where do I select a users department?
Only administrators can change a users department,
Go to: Account > Users > Edit user > Select a department
Where do I select a department for my case study?
Case studies automatically inherits the creators department. Additional departments can be added or removed by the reference owner on the top, or by the user with editing rights.