Getting started

Welcome to Workrize

What Workrize is, the five roles, and what each role sees.

Last updated: 13 June 2026

Workrize is a recruitment platform that connects candidates, recruiters, line managers, client organizations, and administrators in one place. Clients define the positions they hire for, recruiters and line managers move applications through interview stages, and candidates apply and track their progress.

The five roles

Your role determines which workspace you sign in to and which items appear in your sidebar.

Role	What you can do
Candidate	Maintain your profile and CV, apply to openings, and track your applications from a personal dashboard.
Recruiter	Work from a recruitment dashboard with Vacancies, Applications, and Candidates views to source candidates and move applications forward.
Line manager	Everything a recruiter sees, plus a Team view for tracking the recruiters you supervise.
Client	Create and manage organizations, including Members, Branches, Positions, Vacancies, and Organization Settings.
Administrator	Oversee the whole platform: Roles, Questions, Applications, Referrals, Candidates, Vacancies, Positions, Users, Line managers, and Activity.

Workrize also has internal staff accounts with a subset of administrator access, such as applications, referrals, and candidates.

Note: If a colleague sees a menu item that you don't, the difference is almost always role-based visibility, not a bug. Sidebar items are filtered by your role.

How this documentation is organized

The documentation is grouped by role so you can read only the sections that apply to you:

Getting started — signing in, accounts, and finding your way around the app.
Candidates — building your profile, applying to openings, and tracking applications.
Recruiters — the recruiter dashboard, sourcing and filtering candidates, and managing the candidate process.
Line managers — the team dashboard and tracking your recruiters.
Clients — setting up your organization, creating positions and vacancies, and reviewing applications.
Admins — managing users and roles, and question pools.
Account — notifications, profile, and account settings for every role.
Help — frequently asked questions and a glossary of Workrize terms.

You can open the documentation at any time from Help → Documentation in the top bar (candidates: the Documentation link at the bottom of the sidebar).

Related topics

The five roles

Your role determines which workspace you sign in to and which items appear in your sidebar.

Role	What you can do
Candidate	Maintain your profile and CV, apply to openings, and track your applications from a personal dashboard.
Recruiter	Work from a recruitment dashboard with Vacancies, Applications, and Candidates views to source candidates and move applications forward.
Line manager	Everything a recruiter sees, plus a Team view for tracking the recruiters you supervise.
Client	Create and manage organizations, including Members, Branches, Positions, Vacancies, and Organization Settings.
Administrator	Oversee the whole platform: Roles, Questions, Applications, Referrals, Candidates, Vacancies, Positions, Users, Line managers, and Activity.

Workrize also has internal staff accounts with a subset of administrator access, such as applications, referrals, and candidates.

Note: If a colleague sees a menu item that you don't, the difference is almost always role-based visibility, not a bug. Sidebar items are filtered by your role.

How this documentation is organized

The documentation is grouped by role so you can read only the sections that apply to you:

Getting started — signing in, accounts, and finding your way around the app.

Candidates — building your profile, applying to openings, and tracking applications.

Recruiters — the recruiter dashboard, sourcing and filtering candidates, and managing the candidate process.

Line managers — the team dashboard and tracking your recruiters.

Clients — setting up your organization, creating positions and vacancies, and reviewing applications.

Admins — managing users and roles, and question pools.

Account — notifications, profile, and account settings for every role.

Help — frequently asked questions and a glossary of Workrize terms.

You can open the documentation at any time from Help → Documentation in the top bar (candidates: the Documentation link at the bottom of the sidebar).