Skip to main content

Who Can See and Use the Pipeline Tab

Who can see the Pipeline tab, what each role can do in it, and what Admins can change in Layout Settings.

Written by Amogh Balikai

Whether you can see the Pipeline tab, and what you can do in it, depends on your access to candidates on the job.

The core rule

If you can see candidates on a job, you see its Pipeline tab. If you can't, the tab doesn't appear in your tab bar at all for that job.

What each role can do

Capability

Admin

User with candidate visibility

User without candidate visibility

See the Pipeline tab

Yes

Yes

No

Move candidates (drag, dropdown)

Yes

Yes

No

Bulk Move Stage / Disqualify

Yes

Yes

No

Bulk Add to Sequence

Yes

Yes

No

Customize Kanban cards and table columns

Yes

Yes

No

Reposition the tab in Layout Settings

Yes

With Layout Edit permission

No

For Admins: positioning the tab

You can move the Pipeline tab to a different spot in the tab bar from Layout Settings. Changes auto-save and go live for everyone when you click Publish.

Repositioning is the only change available for this tab. It can't be hidden or disabled, and you can't add or remove cards on it.

Where it doesn't appear

The Pipeline tab isn't shown on the Client Portal or the External Recruiter Portal.

Things to know

  • A job with no candidates still shows the tab, with both counts at 0 and an empty state.

  • Personal choices like view, card fields, and columns aren't permissions. Everyone with access can set their own.

Did this answer your question?