This article explains the three roles you can give the people on your Refari account: Company Admin, Company Manager and Company Member. It walks through what each role can see and do across every part of Refari, broken down by area, so you can give everyone the right level of access.
The three roles build on each other:
- Company Member is the standard role. Members work day to day with their own jobs, the shared candidate database, feedback and social sharing.
- Company Manager can do everything a Company Member can, plus see across the whole company and manage shared settings such as branding, job feeds, question sets, referrers and the team list.
- Company Admin has full control, including billing, adding and removing people, account-wide settings and your website widgets.
Note: "Company User" is the umbrella term for everyone on your account who holds one of these three roles (your Company Admins, Company Managers and Company Members together). It is not a role on its own. When you see "Company Users" in your dashboard or on your bill, it means that whole group. Billing follows the role you assign, not who the person is, so anyone you give a company role to is a Company User.
Idea: Some features depend on your plan as well as your role. Anything to do with the Talent Board, AI, automation or website widgets only appears if it is switched on for your company. If a whole section is missing for everyone, that is an account setting rather than your role.
In the tables below: ✓ means yes, ✗ means no, View means you can see it but not change it, and Own means you only see your own records.
Jobs and job ads
Jobs are the roles you are hiring for; job ads are the adverts you post from them.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| See jobs and job ads | Own | ✓ | ✓ |
| Create, edit, repost and expire jobs and ads | ✓ | ✓ | ✓ |
| Run bulk actions (socialise, repost, expire) | ✓ | ✓ | ✓ |
| Generate AI job summaries | ✓ | ✓ | ✓ |
| Set the referral reward fee and "Featured" status on an ad | ✗ | ✓ | ✓ |
| Create and manage job boards | ✗ | ✗ | ✓ |
Company Members see only the jobs assigned to them, while Company Managers and Company Admins see every job across the company. Creating and editing jobs directly in Refari depends on that being switched on for your company; on accounts that import jobs from an ATS, those options may not appear for anyone.
Candidates and the Talent Board
Your candidate database and the Candidate Adverts you publish to your Talent Board.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| View all candidates, applications and events | ✓ | ✓ | ✓ |
| Add and edit candidate records | ✓ | ✓ | ✓ |
| Create and manage Candidate Adverts (Talent Board) | ✓ | ✓ | ✓ |
| Add notes to a candidate | ✓ | ✓ | ✓ |
| Manage note-status labels | ✗ | ✓ | ✓ |
| Manage shared AI advert presets and skill or location lists | ✗ | ✓ | ✓ |
| Filter the Talent Board to only your own adverts | ✗ | ✗ | ✓ |
Candidate records, applications and events are shared with everyone on your account, whatever their role. Notes can be edited only by the person who wrote them; Company Admins can delete any note, while everyone else can delete only their own. Candidate Adverts require the Talent Board to be switched on, and adding or editing candidate records requires in-Refari editing to be enabled for your company.
TopRec (ratings and testimonials)
TopRec is your feedback product: candidate and client ratings, testimonials and reviews.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| View ratings, TrueScore, trends and AI insights | ✓ | ✓ | ✓ |
| View the feedback and testimonials list | ✓ | ✓ | ✓ |
| Publish, respond to or share feedback | Own | ✓ | ✓ |
| Request a testimonial with your personal link | ✓ | ✓ | ✓ |
| Import previous placements to request testimonials in bulk | ✗ | ✓ | ✓ |
| Change TopRec settings and connect Google Reviews | ✗ | ✗ | ✓ |
The ratings dashboard shows your whole company's figures to every role, and anyone can drill into an individual person's ratings. The difference is in acting on feedback: a Company Member can publish, respond to or share only the feedback that belongs to them, while Company Managers and Company Admins can act on any feedback. AI insights appear when AI is enabled for your company.
Smartlinks and Socialise
Smartlinks turn a job, a candidate advert or any link into a branded, trackable social post. Socialise is the tool that builds the image or template behind it.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| Create and publish Smartlinks to your own social accounts | ✓ | ✓ | ✓ |
| See your posts and their click and conversion stats | Own | Own | ✓ |
| Publish to your company's social accounts | ✗ | ✓ | ✓ |
| Use existing Socialise templates and styles | ✓ | ✓ | ✓ |
| Create, edit, clone or delete shared Socialise templates | ✗ | ✓ | ✓ |
| Set company brand assets (Socialise font, brand hashtags, company testimonials) | ✗ | ✗ | ✓ |
Everyone can build a post and style it for their own use. Saving those choices as a reusable company template is a Company Manager or Company Admin task, and the company-wide brand assets (the default Socialise font, brand hashtags and the toggle that lets the rest of the team upload their own backgrounds) are set by Company Admins. The Smartlinks list shows each person only their own posts; only Company Admins see everyone's.
Tools: alerts, SmartPitch and automation
The Tools menu holds the self-service outreach builders and the automation features.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| Build and send Job Alerts and Talent Alerts | ✓ | ✓ | ✓ |
| Use SmartPitch and save your own pitch templates | ✓ | ✓ | ✓ |
| Save your own personal alert email templates | ✓ | ✓ | ✓ |
| Create shared, company-wide alert email templates | ✗ | ✓ | ✓ |
| Review and action AutoSuggest AI suggestions | Own | ✓ | ✓ |
| Build and manage AutoSuggest AI automation rules | ✗ | ✗ | ✓ |
| Set up AI-Enabled Job and Talent Alerts | ✗ | ✗ | ✓ |
| Create and manage XML job feeds | ✗ | ✓ | ✓ |
| Build screener and registration question sets | ✗ | ✓ | ✓ |
Job Alerts, Talent Alerts and SmartPitch are open to everyone, and each person manages their own templates. With AutoSuggest AI, reviewing and actioning the AI's draft suggestions is open to everyone (a Company Member sees the suggestions assigned to them, while Company Managers and Company Admins see the whole queue), but building the automation rules that generate those suggestions is a Company Admin task.
Your team and contacts
Managing the people connected to your account: your team, your referrers, and your offices or clients.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| View the list of people on your account (Company Users) | ✗ | ✓ | ✓ |
| Add or remove people, and change their roles | ✗ | ✗ | ✓ |
| Reset a team member's password | ✗ | ✗ | ✓ |
| Sign in as another user | ✗ | ✗ | ✓ |
| View your referrers | ✗ | ✓ | ✓ |
| Set referrer trust and reward multipliers | ✗ | ✓ | ✓ |
| Manage your offices or clients | ✗ | ✗ | ✓ |
Company Managers can view the team list, but only Company Admins can add or remove people, change roles, reset passwords or sign in as someone else.
Company settings and branding
Your account-wide configuration.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| Connect your own personal social accounts | ✓ | ✓ | ✓ |
| Edit Company Branding (logos, colours, fonts) | ✗ | ✓ | ✓ |
| Manage your company social accounts | ✗ | ✓ | ✓ |
| Edit Job Tags | View | ✓ | ✓ |
| View or edit application and note statuses | View | View | ✓ |
| Change account-wide Company Settings (company details, reward and referral terms, notification emails, AI tagging) | ✗ | View | ✓ |
| Set up the Floating Link, job filters and application stats | ✗ | ✗ | ✓ |
Both Company Managers and Company Admins can edit your branding and company social accounts. Company Managers can open and read the rest of your Company Settings and your status lists, but only a Company Admin can change them.
Widgets
The Widgets section is where you build the embed codes for your own website: your job board, Talent Board, search bar, testimonial widgets, referral forms and more, each one pre-filled with your company's details. This section is available to Company Admins only. Company Managers and Company Members do not see it.
Billing
Billing, including your payment card, billing details, invoices and your AI Budget, is available to Company Admins only. Company Managers and Company Members do not see the Billing menu. To understand what appears on your invoice, see "Understanding your Refari bill" below.
Your account, achievements and updates
The personal parts of the dashboard that everyone on your account can use.
| What you can do | Company Member | Company Manager | Company Admin |
|---|---|---|---|
| Edit your own profile, photo, video and profile testimonials | ✓ | ✓ | ✓ |
| Change your password and set up two-factor authentication | ✓ | ✓ | ✓ |
| See your progress, badges and the leaderboard | ✓ | ✓ | ✓ |
| See What's New and suggest features | ✓ | ✓ | ✓ |
| See the Activity log | Own | Own | ✓ |
| Open the Communications log (account-wide email history) | ✗ | ✓ | ✓ |
Everyone manages their own profile, password and achievements. The Activity log shows Company Members and Company Managers their own activity, while Company Admins see the whole company's. Two-factor authentication appears when your company has enabled it.
Final Notes
If you are not sure which role someone needs, start them as a Company Member and move them up if they need more access. Only a Company Admin can change roles, so make sure your account always has at least one. To update someone's role, a Company Admin opens "Company Users" in the dashboard, selects the person, and changes their role there.
Other articles you might be interested in: How to add new users to the Refari platform | Understanding your Refari bill
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