Overview
Access & Visibility helps Account Owners control admin visibility across the platform. When hierarchy access control is enabled, admins without the “View all users” permission can only see users within their organizational hierarchy.
From this section, you can also manage how existing users are handled when they are added to hiring campaigns as internal candidates.
Key benefits
Limit admin access based on HRIS-synced reporting lines
Review your organizational hierarchy and rebuild it when needed
Manage internal candidates and control whether they are notified when considered for a role
Review active access filters for admins in one place
View as user to confirm what an admin can see in the All users table
How to enforce hierarchy access control
If your organizational structure is synced to the platform via an HRIS integration, you can restrict admin access based on that structure. This means admins will only have access to their organizational hierarchy subordinates.
To do this:
Navigate to Settings - Manage roles and permissions - Access & Visibility
Toggle the “Enforce hierarchy access control” to on.
Note: You can only enforce hierarchy access control if your organizational structure is synced to the platform via an HRIS integration.
Important: Only Account Owners or admins with permission to view organizational hierarchy tree can access this feature.
Rebuild your hierarchy
If your organizational structure changes or you need to refresh the hierarchy after updating your HRIS data, click Rebuild hierarchy.
This rebuilds the hierarchy using the latest organizational data available on the platform.
Manage internal candidates
When Internal candidates is enabled, an existing user who is not a candidate is flagged as an internal candidate when they are added to a hiring campaign.
To enable this:
Navigate to Settings → Manage roles and permissions → Access & Visibility.
Turn on Internal candidates.
Internal candidates are visible within that hiring campaign. Anyone with access to the campaign can also view the internal candidate's existing assessment results and reports from within the campaign.
Notify internal candidates
When Notify internal candidates is enabled, users flagged as internal candidates receive an email informing them that:
They are being considered for the role
Their existing assessment results are visible to the hiring team
To enable notifications:
Make sure Internal candidates is enabled.
Turn on Notify internal candidates.
Note: The Notify internal candidates setting requires Internal candidates to be enabled.
Tree View
After the organizational structure has been synced to our platform via HRIS, a new tab called “Tree View” appears.
Use this tab to:
Monitor total users in hierarchy and users with access control filters
View reporting structure including direct and indirect reports
Rebuild hierarchy if your org structure changes
Note: The Tree View tab is only visible after a successful HRIS sync.
Example:
Once hierarchy access control is enabled, a manager like Cole Reyes will only see their direct reports - Eva Hart and Oscar Merritt.
Review access filters
The Access Filters tab shows which users have additional access rules applied.
Here you can:
View assigned filters for each user
Check filter logic (AND / OR conditions)
Example:
Gunnar Ellison only has access to users in the Account Manager campaign due to applied filters.
Check detailed user access
To inspect a user’s full access:
Click the eye icon next to the user
You’ll be taken to the User Lookup tab
Click View as user
This shows the All users table exactly as that admin sees it—helpful for verifying permissions.
Tip: Use this view to quickly confirm whether access restrictions are working as expected.
How to assign access control filters in bulk
Note: Company attributes will only be available if you have an HRIS integration.
Important: You must be an Account Owner to configure access control.
Follow these steps to assign filters to multiple admins at once using bulk operations:
Navigate to Settings → Manage roles and permissions
Click Edit
3. Open the Access & Visibility tab
4. Under Bulk Operations, click Bulk Assign Filters
5. Select Filter columns to define which HRIS fields to include in your template
If you have an HRIS integration, company attributes will appear here. You can use them to restrict access (for example, limit admins to users within a specific global region).
Note: Campaign filters cannot be assigned in bulk. They must be added individually on each admin’s user profile, as shown here.
6. Download the CSV template
7. Add admin email addresses and corresponding filter values
8. Format your file correctly (example below using Tags as filters)
Note: To assign multiple tags as filters for a single admin, separate each value with a semicolon (;).
9. Save the file
10. Upload the file and click Upload & Process
Example
After processing:
[email protected] will only see users with the project manager tag and users with the High Potentials 2025 tag
[email protected] will only see users with the project manager tag
[email protected] will only see users with the High Potentials 2025 tag
FAQs
When can hierarchy access control be enforced?
Hierarchy access control can only be enforced if your organizational structure is synced to the platform via an HRIS integration or HRIS file upload.
Who can enforce hierarchy access control?
Only Account Owners or admins with permission to view the organizational hierarchy.
What happens when I enable hierarchy access control?
Admins will only be able to access users within their reporting structure.
Can I still use access filters with hierarchy control enabled?
Yes. Access filters can be applied alongside hierarchy controls to further refine visibility.
Can I assign campaign filters in bulk?
No. Campaign filters must be assigned individually on each admin’s profile.
What happens if an admin already has access control filters assigned?
The CSV file acts as the source of truth. Any previously assigned filters will be removed and replaced with the filters defined in the file.