Create and manage a role
How to open a new role, start role setup, and complete other common role actions
Create a role
- Select the Roles tab.
- Select Add new role.
- Enter a candidate-friendly job title. Tezi will use this title in sourcing outreach, scheduling emails, etc. if you enable those features.
- (Optional) If available, provide the URL to your job description. Tezi will attempt to scrape your JD’s content from the URL as part of Tezi’s AI Max gathering context on the role.
- Add the role.
- You will land in one of the following pages:
- 🌱 Lite: the Job description page as part of guided sourcing setup. If you want to configure other Tezi capabilities instead, close guided setup to use the Role Setup page.
- 💼 Starter, Pro, Business, and Enterprise only: the Role Setup page, where you can configure all of Max’s capabilities.
- 💼 Starter, Pro, Business, and Enterprise only: Reach out to Tezi Support to add multiple job owners (i.e., users with permissions to configure and manage candidates for the role) if needed.
Users with 3rd-party ATS integration: You cannot self-serve creating a new role due to the depth and complexity of Tezi’s ATS integration. Reach out to Tezi Support to connect a new role from ATS.
Lite users: For your first role, you will land directly in step 3 after you initially sign up for Tezi.
Set up a role
🌱 Lite
To set up sourcing, follow guided sourcing setup and our article on sourcing & outreach:
If you want to configure other Tezi capabilities instead, close guided setup to use the Role Setup page.
💼 Starter, Pro, Business, and Enterprise
Use the Role Setup page. You can enter this page by selecting the role on the Roles tab.
Configure the automations that suit your role by following our articles on sourcing & outreach, chat screening, and more.
Review role configuration
The Roles tab provides an overview of all your roles and the features enabled for each one. Hover over disabled features to understand why they are disabled.
Close a role
Reach out to Tezi Support (support@tezi.ai) to close a role.
Once a role is closed:
- The Pipeline tab is hidden.
- The job description is taken down.
- All outreach campaigns are turned off.
- Candidates who open chat screen links see an error message.
- All role-related tasks are cleared.