A sourcing team is a collection of individuals who have been invited by community organizers to manage the community and its prospects.
Roles & Permissions
There are two roles in a community's sourcing team, Sourcers, and Participants. Users who have a CRM seat (you can read more about CRM seats below) can be added either as Sourcers or Participants to communities while users without a CRM seat can only be added as Participants.
When users are added as participants to a community, they have limited permissions:
|Administrate the community (ie change description, change community status etc.)|
|Add existing candidates from ATS|
|Add/import new prospects|
|Send a direct message to prospects|
|Update prospects' community status|
|Create and view notes on prospects|
|Add and remove tags from prospects|
|Add prospects to a job|
|Create new segments or add prospects to existing segments|
|Create, launch, view, and edit campaigns|
|Create, publish, view, and edit lead capture forms|
|Create and re-run connected searches|
Like hiring team roles for jobs, sourcing team roles set a user's permissions at the level of each community. A given user may have a different sourcing team role in different communities.
Users who have an Admin or Extended system role and a CRM seat can access all communities with the same rights of a Sourcer even if they aren't part of the community's sourcing team.
Assigning CRM seats
Seats are assigned via User Management:
A user's system role (e.g., Admin, Extended) also affects their ability to create and see other communities for which they are not on the sourcing team:
- Admins and Extended user who have a CRM seat can create and see all communities.
- Standard users with a CRM seat can create communities, but can view only their own communities.
Any user without a CRM seat, regardless of their system role, may be added to a community as a participant.