Permission Management in a Staffing Agency CRM Software

CRM

Index of contents

1. What is a CRM Software – Customer Relationship Management?
2. How does the permission hierarchy system work in a CRM for staffing agencies?
3. What are the benefits of a permission hierarchy system in a CRM for staffing agencies?
4. How are permissions managed in Arca24 CRM?
5. What is the specific feature of Arca24 CRM permission system?

1. What is a CRM Software – Customer Relationship Management?

Recruitment software programmes for staffing agencies are designed to simplify back-office operations and automate the collection and update of customers information.
Among the main functionalities of software programmes for staffing agencies you can find CRM (Customer Relationship Management) – a strategy for the management of relationship and interaction with both potential and existing clients within a company. A CRM system helps companies to simplify processes, enhance profitability and keep in touch with clients.

2. How does the permission hierarchy system work in a CRM for staffing agencies?

A well-structured CRM software allows you to organize and manage efficiently subsidiaries and recruiters thanks to different access levels. You can create data tabs with company details for each subsidiary company, associate different recruiters to the belonging subsidiary, create positions with different access level, and track all the activities performed for customers in a specific subsidiary.

3. What are the benefits of a permission hierarchy system in a CRM for staffing agencies?

The most important benefit, especially for staffing agencies having different corporate offices in different cities, is being able to decide precisely which documents each recruiter can see when using Ngage by creating a hierarchical structure of permissions within the system.

4. How are permissions managed in Arca24 CRM?

The configuration of access and visibility permissions concerning documents in a CRM system is an extremely important and delicate issue. If not addressed correctly, it can put at risk the information held by staffing agencies.
When the staffing agency administrator creates a new user in Ngage – our staffing agency software – one of the most important features we need to configure is the permission management. This setup feature defines what user experience will be like for recruiters who use our CRM. Documents in the client profile are therefore structured in a hierarchical way.

Company

Arca24 is an HR Tech Factory specialised in the development of cloud software for the human resources sector.

Reference products

Ngage – Staffing Agency Software

Ngage (ATS+CRM) is a solution developed to support staffing and employment agencies throughout the entire production cycle. It optimizes and digitalize the processes of talent acquisition, customer relationship and administrative management.