Invite Users And Set Their Roles

1. Go to Company settings

companysettings

 

2. Find USERS and ROLES

usersandroles

 

2. To invite a new user click on INVITE NEW USER and send them an email invitation.

A new user could be a recruiter, manager or colleague involved in hiring, an agent from an agency or your employee.

newuser

 

3. Once the user is added, assign him a role. There are 3 different roles:

  • Admin – has access to everything in a company account, can invite new users, can create and see all positions. (Recruiter, HR manager etc.)
  • Member – has access only to candidate and position data where a user is part of the Hiring team. (Team Leader, Manager, Advisor etc.)
  • Agency – has access to specific positions only (the agency is a part of Hiring team) and candidates are added by the agency itself.

usersandroles2

4. You have to add a member and agency to HIRING TEAM for a particular position. Otherwise, they won’t see any data.

usersandroles3

5. If you are an admin or member you can set the note visible or invisible for an agency.

usersandroles4

Go back to User Guide