Allow or Restricting a User from Deleting Hotlists

Hotlists are like online filing cabinets where you can store and categorize records. The Hotlist function gives recruiters quick and easy access to custom lists of People, Company, or Job Order records.

By default, all new users have permission to delete any and all Hotlists that they have access to.

Deleting a Hotlist is a permanent action and cannot be undone.

Please note that the ability to set new Hotlist edit permissions is restricted to only those users that have permission to manage users.

To allow or restrict a user from Deleting Hotlists:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the My Agency section and then select Manage Users
  • All users on the account will populate on the left side of the Manage Users page
  • Click on the edit icon  to the right of the person you wish to set Hotlist delete permissions for

  • Under the user’s Permissions on the right side of the User Profile, click to expand the Hotlists section
  • To the right of Delete Hotlists, set the appropriate permission
    • My = this user can only delete Hotlists where they are listed as the Record Owner
    • All = this user can delete all Hotlists that they have access to, regardless of Record Owner
    • None = this user cannot delete Hotlists
  • Make sure to click the Save button in the bottom left corner once your changes have been made