Company
Manage company users
To add a user:
- Go to Admin > Company > Users.
- Click Add user.
- Enter the name, login, email address, timezone, and role.
- Click Save.
To edit a user:
- Go to Admin > Company > Users.
- Click the user you want to edit.
- Change the fields you need.
- Click Save.
To change a role:
- Open the user record.
- Change the Role field.
- Use the smallest role that still lets the person do their job.
- Click Save.
Role meanings
- Manager: full access to shared setup and admin pages.
- Admin: broader recruiting access without full manager setup access.
- User: day-to-day recruiting access with fewer admin permissions.
Billing access
Use Billing access only for people who should view or manage subscription details.
- Managers can access Billing from the user dropdown.
- Admins can access Billing only when the Billing admin section is selected on their user record.
- Billing is off by default for new Admin users.
If an invite was never completed
- Open the user record.
- Resend the confirmation email if needed.
- Delete the unconfirmed account before creating another one for the same person.