Introduction
This document provides a detailed overview of the contact roles available in Zenople, their associated permissions, and how they interact with various entities. It is intended to help clients understand and choose contact roles for efficient workflow and compliance.
Overview of Contact Roles
Contact roles define the responsibilities and permissions of individuals within your organization or client accounts. Each role can be linked to one or more business entities (such as Customers, Jobs, or Candidates) and is governed by a set of attributes that control access and workflow automation.
Role Definitions & Associated Entities
Below is a summary of the main roles, the entities they relate to, and their default permissions:
Role Name | Associated Entities | Description |
|---|---|---|
Branch Manager | Contact, Lead, Target, New Customer, Customer, Temp Job, Direct Hire Job, Job Candidate | Oversees branch operations; can be assigned to multiple entities for management and oversight. |
HR Manager | Contact, Lead, Target, New Customer, Customer, Temp Job, Direct Hire Job, Job Candidate | Manages HR-related tasks; typically handles onboarding, compliance, and candidate management. |
Time Approver | Contact, Customer, Job, Lead, New Customer, None, Office, Target, Temp Job, Tenant Organization | Approves time entries; ensures accurate payroll and billing. |
Invoice Attn To | Contact, Lead, Target, New Customer, Customer, Temp Job, Direct Hire Job, Job Candidate, Scheduled Job | Receives invoices and billing communications. |
Main Contact | Contact, Lead, Target, New Customer, Customer, Temp Job, Direct Hire Job, Job Candidate, Scheduled Job | Primary point of contact for all communications and notifications. |
Supervisor | Contact, Lead, Target, New Customer, Customer, Temp Job, Direct Hire Job, Portal, Job Candidate, Scheduled Job | Oversees day-to-day operations and staff; may have portal and web clock access. |
Attribute Glossary
AllowMultiple: Determines if multiple contacts can be assigned this role for a single entity.
AutoAssign: If enabled, this role is automatically assigned when a new entity is created.
canViewInvoice: Grants permission to view invoices related to the associated entity.
copyToJob / copyToJobCandidate: Automatically copies the contact to new jobs or job candidates.
isVisible: If enabled, the contact is visible in the system.
portalEmailRecipient: Receives email notifications from the portal.
relatesTo: Lists the types of entities this role can be associated with (e.g., Customer, Job, Candidate).
WebClockFullAccess: Grants full access to the web clock feature for time tracking.
Appendix
Contact Role | AllowMultiple | AutoAssign | canViewInvoice | copyToJob | copyToJobCandidate | isVisible | portalEmailRecipient | relatesTo | WebClockFullAccess |
|---|---|---|---|---|---|---|---|---|---|
Branch Manager | None | FALSE | FALSE | TRUE | TRUE | TRUE | FALSE | Contact,Lead,Target,NewCustomer,Customer,TempJob,DirectHireJob,JobCandidate | FALSE |
HR Manager | None | FALSE | FALSE | TRUE | TRUE | TRUE | FALSE | Contact,Lead,Target,NewCustomer,Customer,TempJob,DirectHireJob,JobCandidate | FALSE |
Time Approver | Contact,Customer,Job,Lead,NewCustomer,Office,Target | FALSE | FALSE | TRUE | TRUE | TRUE | TRUE | Contact,Lead,Target,NewCustomer,Customer,TempJob,PortalJobCandidate,ScheduledJob | TRUE |
Invoice Attn To | None,Contact,Lead,Target,NewCustomer,Customer,TempJob,DirectHireJob | FALSE | TRUE | TRUE | TRUE | TRUE | FALSE | None,Contact,Lead,Target,NewCustomer,Customer,TempJob,DirectHireJob,JobCandidate,ScheduledJob | FALSE |
Main Contact | None,Contact,Lead,Target,NewCustomer,Customer,TempJob,DirectHireJob | FALSE | TRUE | TRUE | TRUE | TRUE | FALSE | None,Contact,Lead,Target,NewCustomer,Customer,TempJob,DirectHireJob,JobCandidate,ScheduledJob | FALSE |
Supervisor | None | FALSE | FALSE | TRUE | TRUE | TRUE | TRUE | Contact,Lead,Target,NewCustomer,Customer,TempJob,DirectHireJob,PortalJobCandidate,ScheduledJob | TRUE |