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Control User Permissions

How to control what permissions your users have in Firefish

If you are a Super User, you can control what each user role is allowed to see and do within Firefish using User Permissions.

Permissions help you:

  • Protect sensitive data such as CVs and contact details
  • Control who can delete, merge, export or edit records
  • Restrict visibility across teams
  • Reduce the risk of accidental data loss

Permissions are applied by user role, not by individual user. Any changes you make will affect all users assigned to that role.

To access User Permissions:

Go to Settings > User Management > User Permissions

Screenshot User Permissions location in the settings menu

Video Overview

 

 


How permissions work

Each permission appears as a tick box within a grid.

  • User roles are listed across the top
  • Permissions are listed down the left
  • Tick to enable
  • Untick to disable

Changes take effect immediately.

User Permissions Grid Layout

Some permissions are linked, meaning one cannot be enabled without another. These relationships are explained below.

Linked Permissions

 


CV Preview Download

Controls whether a role can download CVs from candidate records.

If disabled, users can preview CVs within Firefish but cannot download them.

Screenshot: CV download button on a candidate record

 


Print

Controls whether a role can print from within Firefish.

If disabled, pages will appear blank when printing is attempted.

 


CSV / Word Exports

Controls whether a role can export data using CSV or Word reports.

This includes exports from searches and report dashboards.

 


Edit Formatted CVs

Controls whether a role can edit formatted CVs.

If disabled, users can still generate formatted CVs but cannot amend the content.

 


To Do List – Compliance

Controls whether a role can view the Compliance section of the To Do list.

Screenshot: Compliance section within the To Do List

 


View Other Users’ Dashboards

Controls whether a role can view other recruiters:

  • To Do Lists
  • Quick Links

If disabled, the User dropdown selector will not appear on the Dashboard.

 


To Do List Completion

Controls whether a role can complete other users’ To Do items.

This permission is linked to View Other Users’ Dashboards.

Users must also be in the same Team.

A Team is a configured group of users that allows shared visibility and collaboration.

 


Edit/Delete Own Actions

Controls whether a role can edit or delete actions they have created on records.

 


Edit/Delete User Actions

Controls whether a role can edit or delete actions created by other users.

This permission is linked to Edit/Delete Own Actions.

 


Candidate Deletion – Single

Controls whether a role can delete individual candidates from:

  • Candidate records
  • Candidate Search
  • Compliance To Do List

 


Candidate Deletion – Bulk

Controls whether a role can bulk delete candidates from:

  • Candidate Search
  • Compliance To Do List

This permission is linked to Candidate Deletion – Single.

Bulk deletion cannot be enabled unless single deletion is also enabled.

 


Candidate Merge

Controls whether a role can merge duplicate candidate records into a single record.

Merging combines information from two candidate records and removes duplication.

Screenshot: Candidate merge option within a candidate record

 


Contact Merge

Controls whether a role can merge duplicate contact records into a single contact record.

Merging ensures communication history and ownership remain accurate.

Screenshot: Contact merge option within a contact record

 


Company Merge

Controls whether a role can merge duplicate company records into a single company record.

This helps maintain clean data and accurate reporting.

Screenshot: Company merge option within a company record

 


View Other Users’ Reports

Controls whether a role can view other team members on the Reports Dashboard.

 


Archive a Company

Controls whether a role can archive Company records.

Archiving removes the Company from active searches but does not permanently delete it.

 


Archive a Contact

Controls whether a role can archive Contact records.

 


Contact Details in Search

Controls whether a role can view Email and Phone Number columns in Contact Search results.

Screenshot: Contact Search results showing Email and Phone columns

 


Contact Owner

Controls whether a role can edit the Contact Owner on a Contact record.

The Contact Owner is the user responsible for managing that contact relationship.

 


View Companies

Controls whether a role can view Company records where they are not the Company Owner.

The Company Owner is the user assigned responsibility for that Company record.

 


Company Owner(s)

Controls whether a role can edit:

  • Company Owner
  • Permanent Recruiter
  • Contract Recruiter

on a Company record.