User Roles & Permissions
Guide uses role-based permissions to help you control what each user can see and do. Assigning the right roles ensures that each person has access to the tools they need—nothing more, nothing less.
🎭 Role Types in Guide
Here’s a breakdown of each user role and what it unlocks:
Admin
Full access to all settings, templates, reports, and configuration tools
Can add/remove users, assign roles, and control organization-wide settings
Typically limited to 1–2 platform owners per team
Content Manager
Can edit candidate portal templates, interviewer bios, and email templates
Helpful for employer brand, recruiting ops, or comms partners
Cannot access scheduling tools or task queues
Scheduler
Can manage scheduling tasks, send candidate emails, and edit interview panels
Access to the coordinator dashboard and task queue
Cannot modify organization-wide settings or templates
Interviewer
Can view candidate links they are assigned to
Can update their Guide profile (bio, photo, LinkedIn)
No access to dashboards, templates, or scheduling tasks
🔒 Best Practices for Assigning Roles
Keep Admins Limited – Only give Admin access to team members managing Guide’s rollout or long-term setup.
Use Scheduler for Coordination Teams – Most day-to-day scheduling work happens here.
Loop in Content Managers Early – If your employer branding or comms team wants to shape candidate-facing content.
Encourage Interviewers to Update Profiles – A polished bio and photo makes a big impact on candidate experience.
🧭 Where to Manage Roles
Admins can manage roles at any time by visiting:
⚙️ Settings > Members & Permissions
From there, you can:
Invite new users
Update roles for existing users
Remove users no longer on your team