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User Roles & Permissions
User Roles & Permissions
Grey Allen avatar
Written by Grey Allen
Updated over a week ago

๐ŸŽ‰ As of June 2024, this feature will be slowly rolled out to customers! Please stay tuned! ๐ŸŽ‰

Prelude's update to user roles and permissions allows admins to self-manage and assign different roles across their team. That way, different teammates can access Prelude in a way that best aligns with their role.

In this article


When setting up this feature for use, your team will need to designate a user to be the Integration Administrator role, who will serve as the primary admin.

Once the Integration Administrator logs in to Prelude, theyโ€™ll be able to set and manage user roles for anyone who logs into Prelude.

Brand new customers of Prelude will have a default role of Interviewer. Admins will be able to update their role and permissions within settings if they desire.

  • When a user logs into Prelude for the first time, they will automatically be assigned the Interviewer role.

List of Roles and Access Permissions

The following are user roles and the allowed access permissions available for each role:




Limited access:

  • Interviewer profile only


Interviewer access plus:

  • Requests

  • Interviews

  • Bookings


Recruiter access plus:

  • Loops

  • Superdays

  • Interviewers page

  • Journeys

Team Lead

Coordinator access plus:

  • Reports

  • Settings > Templates

  • Settings > Interviewers

  • Attributes


Coordinator access plus:

  • Settings > User Preferences

  • Settings > Company Settings

  • Settings > Interviewers

Integration Administrator

Coordinator access plus:

  • Settings > Integrations

  • ATS settings

  • Assessment settings

  • Video conferencing settings

  • Chat settings

  • API settings

  • OSS settings

How to Assign Roles

To set role and permissions, follow these steps:

  1. Navigate to Settings > Company Settings > User Access

  2. Find the user for which you wish to manage settings

  3. Click the Roles dropdown associated with that user and select the desired role

  4. Click Update

Have any further questions? Please reach out to our support team

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