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Organization · Roles & Permissions

Roles and Permissions

Understand the three predefined roles, create custom roles, and learn how the 61 permission strings control access.

Intervy uses role-based access control. Each organization member holds one role, or no role at all, and a role carries a set of permission strings in the format resource:action. Intervy checks these strings before it allows any sensitive operation. A member with no role has no permissions.

Predefined roles#

Intervy ships three system roles that every organization inherits. System roles cannot be edited or deleted.

RolePermissionsBest for
AdminAll permissions (61)Founders, HR leads, system owners
Staffing48 permissions — everything except organization settings and deletion, removing members, creating, editing or deleting roles, billing, email templates, deleting feedback forms, the audit log, and conducting interviewsRecruiters, hiring coordinators
Interviewer8 permissions — conduct interviews, view competencies, questions, templates, credits, job roles, levels, and feedback formsEngineers and domain experts who conduct interviews

Permission domains#

Permissions are grouped into 19 resource domains. The full set of strings:

DomainPermissions
Organizationorg:manage, org:view, org:delete
Membersmembers:invite, members:remove, members:view
Rolesroles:create, roles:update, roles:delete, roles:view
Questionsquestions:publish, questions:update, questions:delete, questions:view, questions:approve
Templatestemplates:publish, templates:update, templates:delete, templates:view, templates:approve
Job Positionsjob_positions:create, job_positions:update, job_positions:delete, job_positions:view
Job Rolesjob_roles:create, job_roles:update, job_roles:delete, job_roles:view
Candidatescandidates:create, candidates:update, candidates:delete, candidates:view
Interviewsinterviews:assign, interviews:view_all, interviews:edit_all, interviews:conduct
Competenciescompetencies:create, competencies:update, competencies:delete, competencies:view
Levelslevels:create, levels:update, levels:delete, levels:view
Billingbilling:manage, billing:view
Creditscredits:view
Offersoffers:create, offers:update, offers:send, offers:approve
Feedback Formsfeedback_forms:create, feedback_forms:update, feedback_forms:delete, feedback_forms:view, feedback_forms:approve
Scorecardsscorecards:view
Email Templatesemail_templates:view, email_templates:manage
Careerscareers:view
Audit logaudit:view

Creating a custom role#

Walkthrough#

Create a custom role#

  1. Select Members in the sidebar, open the Roles tab, and select New Role.
  2. Enter a Name and, optionally, a Description.
  3. Check the permissions you want to grant.
  4. Select Save. The new role appears in the roles list with 0 members.

Assign a role to a member#

You need roles:update to change a member's role. Admin holds it by default.

  1. Select Members in the sidebar.
  2. Open the action menu (⋯) on the member's row and select Change role.
  3. Choose the new role from the sub-menu. The change takes effect immediately — no re-login required.

Permissions reference#

ActionPermissionDefault roles
List membersmembers:view
AdminStaffing
List rolesroles:view
AdminStaffing
Create roleroles:create
Admin
Update role / reassign member roleroles:update
Admin
Delete roleroles:delete
Admin
Remove membermembers:remove
Admin
Create offersoffers:create
AdminStaffing
Update offersoffers:update
AdminStaffing
Send offersoffers:send
AdminStaffing
Approve offersoffers:approve
AdminStaffing

Troubleshooting#

"This is a system role. Permissions cannot be modified." — You opened Org Admin, Staffing or Interviewer. System roles are read-only. On the Scale plan, create a custom role with the permissions you need instead.

A member's row has no action menu — The organization owner's row never has one, because the owner cannot be removed or have their role changed from this page. Other rows show it only when you hold the permission for at least one of its actions: roles:update or members:remove for members, members:invite for invitations.

"Failed to update role" — The role change didn't go through. The role you picked may have been deleted in the meantime: refresh the page and try again.

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