All accounts allow for unlimited users, and users are easy to add when you’re ready. In order to add or manage users in your account, you must be an Admin level user or an Account Owner, or you must have been granted permission to Manage Account Details if your account is set up for custom Roles & Permissions. Click here for instructions on how to find out what permission level your user account is set to.
NOTE: Accounts that utilize Single Sign On (SSO) may not have the Add a User button. For these accounts, you must add users within your main portal and NOT in the ATS. Please reach out to your account representative for more information about how to add a user for SSO access. Add Users To Your Account
1. From your applicant tracking system (ATS) dashboard, go to the Menu Icon on the upper right of your screen and select Account Details from the Main Menu.
2. Click on the Manage Users button in the Company & Users section.
3. Click the Add a User button.
NOTE: Accounts that utilize Single Sign On (SSO) may not have the Add a User button. For these accounts, you must add users within your main portal and NOT in the ATS. Please reach out to your account representative for more information about how to add a user for SSO access.
4. Fill out the information for your new user, select an Admin Level, enable or disable Send Notifications, and assign Site Access (if your account is on the Multisite Version). Click Submit. For more information on permissions for each account level and what "send notifications" means, see below.
Your new user will get an email with their new login information and instructions on how to log in for the first time. It's as easy as that!
*Job Access/Setting a user as a Hiring Manager must now be done on the Edit Job page.
Edit Users
To make edits to users, your access level must be set to either Admin or Account Owner, or you must have permission to Manage Account Details if your account is enabled for custom Roles & Permissions.
1. From your applicant tracking system (ATS) dashboard, go to the Menu Icon on the upper right of your screen and select Account Details from the Main Menu.
2. Click on the Manage Users button.
3. Click on the Edit Pencil next to the name of the user you wish to make changes to.
4. Make your changes on the Edit screen.
5. Click on Submit.
Note: If the user you have made edits to is currently logged in to your company's account, the user will need to refresh their browser window before the changes take effect.
Change The Account Owner
Account Owners are like snowflakes, there can only be one unique Account Owner per account. If you need to change the Account Owner on your account, only the current Account Owner can follow the instructions above to edit a user and change the permission level to Account Owner. If an Admin permission level user needs to change the Account Owner, i.e., the current Account Owner has left the company, please create a new support ticket for this purpose.
Admin Level User Permissions
When adding a user, choose the role that best suits their needs:
- Account Owners and Admins can see and do everything, including manage payment information and submit paid job listings to partner sites. Only Account Owners can assign new Account Owners (and there can be only one per account).
- Managers can only manage the applicants for job listings they've been assigned to and can also create new job listings. They cannot purchase job postings.
- Reviewers can only manage the applicants for job listings they've been assigned to.
- Read-Only can only view (not edit) the applicants for job listings they've been assigned to.
Note: Some accounts have custom Roles & Permissions enabled. The above indicates the standard roles & permissions settings but may not reflect your company's settings if your Admins have customized user Roles & Permissions. Ask your friendly Admin for more information.
The "Send Notifications" checkbox on a user's account means that a user either will (if the box is checked) or will not (if the box is unchecked) receive system notifications, including Daily Update and Weekly Summary emails with key stats about job postings to which they are assigned as Hiring Managers. This is a major benefit to most users because it means the user gets a nice email notification in their inbox whenever new applicants have applied so the user doesn't have to log in each morning to check.
Add a User to a Job Posting
Managers, Reviewers, and Read-Only level users will need an Admin permission level or above user to add them to each job posting they are permitted to access. Click here for instructions on how to add users to job postings.