Sourcing Teams
- SmartRecruit
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- SmartCRM
A sourcing team is a collection of individuals who have been invited by community organizers to manage the community and its prospects.
Sourcing Team 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:
| Permission | Sourcer | Participant |
|---|---|---|
| Administrate the community (ie change description, change community status etc.) |  |
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| Add existing candidates from ATS | |
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| Add/import new prospects | |
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| Send a direct message to prospects | |
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| Update prospects' community status | |
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| Create and view notes on prospects | |
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| Add and remove tags from prospects | |
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| Add prospects to a job | |
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| Create new segments or add prospects to existing segments | |
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| Create, launch, view, and edit campaigns | |
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| Create, publish, view, and edit lead capture forms | |
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| Create and re-run connected searches | |
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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.
System Roles & Permissions
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.
Access Groups & Permissions
Users who have a CRM seat and are part of an access group have the same rights with a Participant in communities that share the same Org Field values with their access group.
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.