Learn more about permissions relating to agency proposals and shortlisting
The agency proposal and shortlisting workflow enables appropriate individuals to review each candidate before they are presented to the wider team or organisation, giving extra control and sight over cost & quality of bookings. An organisation can ensure they get the best candidate for agency bookings by screening & reviewing proposals, before then creating a shortlist of the preferred options for further review.
There are four permissions that relate to agency proposals, these are managed in the Admin and Manager account settings.
A summary of the permissions is as follows:
- Can view Agency Proposals ON: Can view proposals.
- Can Shortlist Proposal ON: Can mark proposals as shortlisted.
- View Shortlist ON: Can view shortlisted proposals.
- Accept/Reject Proposal ON: Can approve or reject proposals (whether shortlisted or not)
Users are not granted these permissions by default and must be explicitly given access to view or perform actions.