The Recruiting & Onboarding platform provides four distinct user roles, each designed with different levels of access and functionality. These roles ensure that team members can work efficiently while keeping sensitive data secure.
Roles and Permissions
1. Admin
Full access with no restrictions.
Can view, edit, and configure all areas of Sisu, including reports, dashboards, team settings, and user management.
Best suited for team leaders, owners, or anyone who needs oversight of all recruiting and onboarding activity.
2. Recruiting Coordinator
Nearly identical to Admins in terms of permissions.
The only limitation: they cannot access the Income Report.
Ideal for operations managers or coordinators who handle day-to-day recruiting activity but don’t need access to sensitive financial data.
3. ISA (Inside Sales Agent)
Has both a Personal Dashboard and an ISA Dashboard.
Personal Dashboard: Tracks transactions where they are set as the Lead Agent or the ISA.
ISA Dashboard: Tracks results of appointments they scheduled, regardless of who closes the deal.
This role provides clear visibility into both personal performance and contribution to team lead generation.
4. Recruiter
Can access their own data with limited access to team data.
Admins can customize or restrict this access further under Admin > Team Settings > View Restrictions.
Designed for recruiters who need visibility into their pipeline and their team’s progress, but not necessarily the full system.