Roles
Create, manage, and track role status and ownership.
RecruiterHiring ManagerCompany AdminLast updated February 3, 2026
Purpose
Roles define the hiring objectives, compensation structure, and submission rules that power the rest of the workflow. Keeping role data accurate keeps the pipeline healthy.
This guide details how to navigate the roles list, review role details, and manage status changes. It also explains how role ownership affects who can edit or publish updates.
Use this page when you need to manage role data, troubleshoot visibility issues, or review performance trends.
Who This Is For
RecruitersHiring ManagersCompany Admins
Prerequisites
Access to Roles in the portal.
Role details and compensation information.
Key Areas
- Role list with status filters.
- Role detail panel and editing.
- Role trends and performance charts.
Screenshot Placeholders
Roles list
Roles grid or table view with status chips.
Suggested filename: docs-roles-list-desktop.png
Role detail
Role detail panel showing compensation and requirements.
Suggested filename: docs-roles-detail-desktop.png
Tips
Use view toggles to switch between grid and table.
Keep role status updated to avoid stale submissions.
Troubleshooting
Symptom: I cannot edit a role.
Likely cause: You are not the role owner or admin.
Fix: Ask a company admin to update permissions.
Likely cause: You are not the role owner or admin.
Fix: Ask a company admin to update permissions.
Symptom: Role status options are missing.
Likely cause: The role is locked by another workflow.
Fix: Contact support or check with the role owner.
Likely cause: The role is locked by another workflow.
Fix: Contact support or check with the role owner.
Related Pages
Reference
Role status: Active, Paused, Filled, or Closed.