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Company

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. Click Save.

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. 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. 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.

  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.