This article is for Project Owners, Researchers, Editors & Collaborators who wish to add their recruiting partner to their Researcher Hub.
Recruiters have access to the Respondent Hub, allowing them to add/edit their recruit information. Interviews Invites, Async Research & more can be sent out from the Respondent Hub.
Invite My Recruiter to My Research
You can invite your recruiters to your Research Hub by adding them as Recruiters to your project. There is a single Recruiter role. Access to respondent PII and scheduling capabilities is controlled through project-level permissions. Recruiters have access to your Respondent Hub and do not have access to other parts of your Researcher Hub.
Recruiters may be granted Omni Access. When Omni Access is enabled, they can view and manage PII for all respondents in the project. When Omni Access is disabled, they can view and manage only the respondents they personally added.
To invite a Recruiter:
- Log in to your Researcher Hub by going to your Discuss account
- Add your recruiter email in the Manager Member section of your Overview Page.
What Will My Recruiter See?
Once added, Recruiters automatically receive an email from no-reply@discuss.io with access to your project’s Respondent Hub. If they do not already have a Discuss account, they will be prompted to create one.
Recruiters do not have access to insights, reporting, discussion guides, research analysis tools, or other Researcher Hub features unless assigned a different role. The Recruiter role does not provide full Researcher access.
Recruiter without Enhanced access
Recruiters can access the Respondent-related tabs, including Self Captures, Respondent Hub, and Completed Interviews.
Recruiter with Enhanced access
They can see a specific version of the overview page, the respondent hub, the completed interviews tab, the self-paced activity tab, and a limited view of the project settings.
The Overview
Upcoming & Past Interviews: A chronological list of scheduled sessions.
Self-Paced Activities: Visibility into planned asynchronous tasks.
The Respondent Hub
This is the recruiter's primary workspace. They have access to:
Respondent List: Manage and track all participants.
Completed Interviews & Dispositions
To ensure recruitment quality and payment accuracy, recruiters can access the Completed Interviews tab.
Respondent Disposition: Recruiters can see exactly who joined, who was a "no-show," and the status of each session.
Project Settings
Recruiters only see the Respondent Settings tab to manage recruitment parameters.
Recruiter Permissions: Omni Access & Enhanced Permissions
The Recruiter role includes two configurable permission settings that are controlled at the project level by Project Owners, Editors, and Collaborators.
Omni Access
Omni Access determines PII visibility and respondent management scope.
When Omni Access is disabled, Recruiters can view and manage only the respondents they personally added.
When Omni Access is enabled, Recruiters can view and manage all respondents in the project, including full PII visibility.
PII remains restricted unless Omni Access is explicitly enabled.
Enhanced Permissions for recruiters who are seat holders:
Enhanced Permissions are available only to Recruiters who hold a seat within the organization (Researcher or Org Admin). Viewer seats are not eligible.
When Enhanced Permissions are enabled, Recruiters can:
Scheduling
Create sessions
Edit session date and time
Assign respondents
Update session titles and details
Delete sessions
Trigger standard session notifications
Screeners
Launch screeners, if available to the organization
Complete and submit the screener setup
Enhanced Permissions expand operational capabilities only. They do not provide access to insights, reporting, discussion guides, research analysis tools, or privacy control settings.
Assign a Recruiter to a Session
Assign Recruiters to a session by clicking on Select Recruiter in the Respondents tab of the Respondent Hub.
Removing a Recruiter From a Session
A recruiter can always be removed after being assigned to the interview. By clicking the cross button beside their email address.