Assign talent agent access

Talent agents help your recruiting and HR teams work faster and stay on track. They can support tasks across hiring and performance workflows while still following your company’s security rules.

To assign access to talent agents in the ClearCo app, IT Admin or User Admin permissions are required. The agent add-on must be turned on before you can set up access.

Match talent agents to employee roles

Ensure your security groups are assigned to the talent agent you’re enabling. This helps employees see the right assistants for their roles. For example:

• Requisition Agent, Sourcing Agent, and Interview Agent to recruiters, talent acquisition leads, and hiring managers.
• Performance Admin Agent and Review Agent to human resources administrators.
• Review Agent to people managers and individual employees.

WARNING

The Sourcing Agent requires the AI Sourcing Max add-on.

Assign talent agent access to security groups

Set up access to talent agents so each team only sees the assistants meant for them.

1. Select Tools > Setup > Agent Studio.

    

2. Open the three-dot menu next to the agent you want to change and select Manage Access.

    

3. Search for your security group and select all groups that should have access. Save Access when you’re done.

    

NOTE

Users must log out of the platform and log back in to see updated agents in the dropdown menu.

Next steps

• Learn how to edit, pause, or delete agents.
• Plan your custom agent rollout strategy.