Releases tagged: permissions

Our Engineering teams have been busy last month! On top of releasing over 20 improvements, we have released new features both in our CRM and Talent Marketing products


  • Export Candidate Profile as PDF: export the candidate's profile as a PDF file for easy sharing with external colleagues
  • New compliance-related automation: two new actions in Recipes: 'Anonymize' and 'Delete'

Talent Marketing

  • Page Block Customization: tailor the layout of pages by moving, removing and cloning blocks
  • Contact Limits for Campaigns and Bulk Actions: limit the number of contacts that can be added to a campaign, or included as part of a bulk action
  • Access to Pages and Forms: Standard users can now create and edit pages, but only admins can publish


  • Greenhouse 2-way anonymization: anonymize contacts in both Beamery and Greenhouse automatically
  • Jobvite improvements

Export Candidate Profile as PDF

We have introduced a new functionality that allows users to create a PDF file from a candidate profile, download it onto their computer, and share it thereafter with external colleagues such as hiring managers.

The functionality is available through the standard action menu on the profile.

New compliance-related automation

We have introduced two new actions in Recipes: 'Anonymize' and 'Delete'. With these actions, Admins and Super Admins can easily automate the maintenance of a clean and compliant database. For example, in conjunction with the new scheduled trigger that checks the database at regular time intervals, enterprise customers can set up a recipe to routinely bulk delete disengaged contacts that they have not heard from for a predefined period of time. Alternatively, to ensure the disengaged contact isn't accidentally added back into the database after being removed (particularly if they have also opted out), customers can choose to automatically Anonymize the contact.

Page Block Customization

Enterprise customers can tailor the layout of pages by moving, removing and cloning blocks. The new options replace the 'Edit' button on the top right of each block.

Now you can:

  • Change the position of the block by selecting the up or down arrows
  • Have multiple versions of the same block by selecting the clone icon (signified by the two squares)
  • Delete additional blocks you don't need by selecting the cross icon, until you have one of each block left
  • Hide and un-hide blocks by selecting the eye icon (which is now grouped here with other block options instead of within the block editor, so it's easier to find. If you're not an Enterprise customer, the Edit button will be replaced by the hide/un-hide button.)

Contact Limits for Campaigns and Bulk Actions

With a great number of contacts in your database comes great responsibility. To prevent accidental messages or updates to contacts en masse, customers can request a limit on the number of contacts that can be added to a campaign, or included as part of a bulk action, at any one time. These limits can be set by your Customer Success Manager. 

If users exceed the number of contacts allowed, we will notify them in app (as shown below) and prevent them from sending the campaign or carrying out the bulk action, until they reduce the number of contacts selected.

Within the filters panel in the campaign editor:

When attempting to carry out a bulk action from the People grid:

Standard User Access to Page and Forms

Standard users are now able to create and edit pages and forms. This means Admins can focus on more strategic initiatives as they share the task of setting up pages and forms with other team members. Only Admins and Super Admins will continue to have the ability to publish, ensuring they have the opportunity to review and sign off on content before the page or form goes live. 

Greenhouse 2-way Anonymization

Ability to anonymize contacts in both Beamery and Greenhouse automatically. 

When contacts are anonymized in Beamery, the same contacts are anonymized in Greenhouse. When contacts are anonymized in Greenhouse, contacts are anonymized in Beamery. 


  • Permission to anonymize contacts in Greenhouse
  • Set up Greenhouse Webhook for 'Candidates anonymized' 

 Additional Notes: Beamery blocks anonymized contacts from being re-added, while Greenhouse does not, allowing candidates to re-apply.

Jobvite Improvements

    • Two-way synchromization for Primary Title and Company for Contacts and Candidates
    • Source now being synced for candidates from Jobvite to Beamery
    • Mapping of the Vacancy Owner between Beamery and Jobvite
    • Fixed and issue where contacts were not syncing to Greenhouse when name has special characters

New Features

  • New permissions

  • Campaign bulk action limits

  • Bulk action limits

  • PDF Export

  • Compliance Automation Actions

  • Greenhouse 2-way anonymization


  • Ability to invite super admins on companies enabled via SSO

  • Ordering Social Links now possible

  • New 'No Owner' filter option for vacancies


  • ability to remove a Pipeline from a Pool

  • Assigning a Task to a User is now reflected in the task Card produced

  • If you change the csv import file, the upload button is no longer greyed out

  • Restricted Users can no longer create tasks for other users

  • Users are now warned when trying to Add an Attachment larger than 10MB

  • Location no longer incorrectly appears editable for Restricted Users when it should not be

  • Experience Dates Partial Set now Working

Romuald Restout January 15th, 2018

Update: Release Notes - January 12th, 2018

With this first release of 2018, we are happy to introduce two new features.

The first one helps Beamery customers to better manage their data, the Recruiter experience, and, crucially, compliance requirements. This feature is available for customers on the Enterprise Plan.

The second feature, requested by many customers, will make life easier for our recruiters, talent marketers, and sourcers by providing visibility of all active campaigns for a candidate for the first time. This feature is available to all customers of the Talent Marketing module.

Private Fields

Beamery’s Private Fields enables customers to use custom fields in a compliant, secure and scalable way.

In addition to the functionality of custom fields, Private fields allows customers to:

  1. Collect sensitive information from candidates in order to adhere to compliance regulations
  2. Protect this information from being exposed to users who should not have permission
  3. Reduce clutter by hiding custom fields that are not relevant to certain users

Beamery Admins can manage access to each custom fields based on their permission level.

For more information on how to use and configure your custom Fields, please refer to our help docs.

Active Campaigns in Profile

Customers using Campaigns can already add candidates to campaigns from the Full profile, Mini profile and the web extension. Previously, to check which active campaign(s) a candidate is in, they would need to check each campaign individually.

With the Active Campaigns in Profile feature, users can now view a list of active campaigns the candidate is in, remove them from the campaign and click through to edit the campaign, directly from the candidate's profile.

New Features

  • Private Fields

  • Active Campaigns in Profile


  • Filters: Autocomplete for Organisations should be only returning results based on name searching, not on any other basis