Manage Access for the Candidate Engagement Hub (CEH)

The Candidate Engagement Hub (CEH) gathers all of your organization's candidates and interactions with them in one place, whether they came from a Brazen event, QuickChat, or a Virtual Engagement Center (VEC).

After entering CEH, users may click on Candidates in the CEH sidebar to search for and view candidates associated with your organization.

Brazen Administrators can control CEH access for individual users, as well as restrict access to specific sets of candidates.

In This Article

• Manage Individual User Permissions
• Manage Event Staff Permissions
• Manage Email Communication History Access
• Additional Resources

Manage Individual User Permissions

To manage an individual Brazen user's status and permissions:

1. From Account Home, click Users in your sidebar menu.
2. Click User List. 
3. Click the three-dot meatball menu next to the user you wish to modify.
4. Select a seat or access level, or remove the user. Changes are automatically applied.

There are two individual user access levels for CEH:

• Enable Candidates Access lets that user see Engagement Hub displayed in their top Brazen Control Center menu and access CEH.
  
• Enable All Candidates Access additionally grants access to the All candidates tab within CEH.

The All candidates tab is currently only available as an option for Brazen Administrators and User Seat holders.

You may also select multiple users and apply permissions in bulk:

1. Click the checkbox next to user names.
2. Select Actions at the top of the table.
3. Select the seat or access level you wish to apply or remove users. Your selection is immediately applied to those users.

Manage Event Staff Permissions

Brazen Administrators can grant access to one or more CEH tabs to users with a particular user role -  Representative, Booth Owner, Live Video Broadcast or Group Video Host, and Live Video Broadcast Presenter.

Candidate Tabs

There are three tabs on the Candidates page in CEH:

• My candidates shows candidates with whom you have shared a one-to-one virtual chat or have connected with in an in-person event.
  
  
• Event candidates shows all candidates that have registered, signed up, or attended any event you are assigned to. This is particularly useful if you host Expo-type events that have Representatives and Booth Owners from multiple organizations.
  
  
• All candidates shows all candidates that have records associated with your organization.

The Candidates page, All candidates, Event candidates, and My candidates only show candidates from one organization at a time. If your user account is linked to multiple organizations in Brazen, you can view candidate information from another organization by using the Select Account dropdown menu in the upper right corner.

The Select Account dropdown only appears if your user account is linked to multiple organizations.

Control Tab Access

To control user role tab access in CEH:

1. From Account Home, click Users in your sidebar menu.
2. Click Manage Access.
3. For each user role, select one of three options: My Candidates, Event Candidates, or None.
4. Click Save.

By default, Representative and Booth Owner are set to 'Event Candidates', and Live Video Broadcast or Group Video Host and Live Video Broadcast Presenter are set to 'None.'

All candidates tab access may not be set up from the Manage Access page. It is only available as an option for individual users via the User List page.

Refer to the table below to see what each user role can see in CEH according to their set permissions, as well as what specific tab access can be granted at the Account or User level for that user role.

Manage Email Communication History Access

To further tailor CEH user views, Brazen Administrators may grant event staff access to see a listing of each candidate's email communication history under the Communication tab within a candidate profile. These are email communications sent through CEH, the Brazen Control Center, or the organization's events, including:

• Send Custom Email
• Forward Candidate
• Schedule Follow-up
• Invite to Booth
• Invite to Schedule a Chat
• Cancel Scheduled Chat
• Reassign Scheduled Chat
• Reschedule Scheduled Chat

The content of each email sent to the candidate, including the Subject, is unavailable and can not be viewed by any user.

Read this article for more information on the Communication tab in a candidate profile.

Additional Resources

Read about connecting and following up with candidates, emailing multiple candidates at once, and chatting in CEH.