Inviting and managing users

Manage users is where you bring your team into the ATS and control who has access. Owners and admins can use it by default. If you don't see it, ask your agency owner.

To open it, click the Settings gear, then Manage users. The top of the list shows how many people have access and how many invitations are waiting.

Invite a teammate

Click Invite teammate.
Enter their Email address.
Optionally add their first and last name, so the list shows a name before they join.
Pick a Role. Each role card says what it covers. Recruiter is picked to start with.
Click Send invitation.

They get an email with a link that expires in seven days. Until they accept, they're listed under Pending invitations.

Note: Only an owner can invite another owner. Admins don't see the Owner option.

Resend or cancel an invitation

Under Pending invitations, each invitation shows when it expires.

Click Resend to send a fresh email. The new link lasts another seven days, and the old link stops working.
Click the X to cancel the invitation. The link stops working straight away.

An invitation that expires drops off the list. To try again, invite the person again with Invite teammate.

Change someone's role

Find the person in the list.
Pick a new role from the menu next to their name.

The change saves straight away and you see Role updated.

Remove someone's access

Click Remove next to the person.
Click Remove access to confirm, or Keep access to back out.

They lose access to your workspace straight away. Their notes, messages and activity stay where they are, so your records still show who did what. You can invite them back later.

Things you can't do

Change your own role or remove yourself. Ask another owner or admin.
Change or remove an owner, or make someone an owner, unless you're an owner.
Remove or re-role your agency's last owner. An agency needs at least one owner.
Invite someone who's already on your team, or who already has an invitation waiting. Use Resend instead.