Manage company users

To add a user:

1. Go to Admin > Company > Users.
2. Click Add user.
3. Enter the name, login, email address, timezone, and role.
4. If the role is Admin, choose only the admin sections that person should manage.
5. Leave Billing unchecked unless the admin should view or manage subscription details.
6. Click Save.

To invite a consultant:

Add consultant

1. Go to Admin > Company > Users.
2. Click Add user.
3. Choose Consultant as the role.
4. Enter the consultant email address in lowercase.
5. Enter the login suffix; CareerATS prefixes it with consultant_ and only allows letters and digits.
6. Set the consultant company user name, timezone, and admin sections for this company.
7. Click Save to send the consultant invite or access email.

To edit a user:

1. Go to Admin > Company > Users.
2. Click the user you want to edit.
3. Change the fields you need.
4. Review admin section access when the user is an Admin.
5. Click Save.

To change a role:

1. Open the user record.
2. Change the Role field.
3. Use the smallest role that still lets the person do their job.
4. Click Save.

Role meanings

1. Manager: full access to shared setup and admin pages.
2. Admin: broader recruiting access without full manager setup access.
3. Consultant: outside access through a consultant dashboard, using the permissions set on the linked company user.
4. User: day-to-day recruiting access with fewer admin permissions.

Consultant access behavior

1. Consultants sign in with their email address and land on the consultant dashboard.
2. The dashboard shows the companies they can access and can open a company in the same window, a new tab, or a new window.
3. When inside a company, the consultant works as the linked consultant_ company user.
4. Use Remove consultant access when the consultant should no longer enter this company.
5. Removed company access appears as Removed on the consultant dashboard for 24 hours and cannot be opened.

Billing access

1. Managers can access Billing from the user dropdown.
2. Admins can access Billing only when the Billing admin section is selected on their user record.
3. Billing is off by default for new Admin users.

If an invite was never completed

1. Open the user record.
2. Resend the confirmation email if needed.
3. Delete the unconfirmed account before creating another one for the same person.