Users with the Permission Level ‘Owner’ have access to the team's configurations, including Adding, deleting, activating, and deactivating team members.
Users with Owner Access can:
Add new users
Assign and change their roles
Activate users
Deactivate users
Delete a user
Here's a guide to the responsibilities and tasks for each role:
Add New users
Go to Company Settings > Team. Scroll down and click Add User.
Enter the new user's details, including First Name, Last Name, and Email Address.
Select the new user’s Role on the drop-down list. Fill out optional details, then click Add User.
The user will get an email invitation to activate their account.
Note: When using the CSV tool to add users to the account, any active user not included in the new CSV will be deactivated and lose access. Additionally, if your company is SSO-enabled, new users will not receive an activation email. Once added to the team, they can log in directly using their work email credentials.
Once the new user is added, the Owner should provide the user access to the necessary campaigns on the Campaign Settings. Otherwise, the new user will not view any existing campaigns.
Heres a quick video guide on adding new users.
How To Assign/Change Roles
To assign a user:
Go to Company Settings
Select Team
Scroll down to users > Select the three-dot menu ⋮ for a specific user
Set Campaign Access
Once you have found the Campaigns you want the user to access, you can select or deselect the desired campaigns by clicking on the box. A ticked box means the selected drive will be accessible to the user.
learn more on how owners can set Multi-Campaign Access at once for each user in the Team Section of the Company Settings here.
To change roles of a user:
Go to Company Settings > Teams.
From the list of users, find the user you want to update access.
Click the dropdown button to access the list of user’s access.
Select the desired role.
Click on Change Role to confirm the action.
Adjust access levels to suit your company's needs. Pick from five options: Owner, Manager, Manager with Analytics, Onboarding Admin, and Limited Manager. Easily manage who sees what and improve your hiring process effortlessly.
Activate Users
Go to Company Settings > Teams > desired user > Activate > Confirm action
Deactivate Users
Go to Company settings > Team, scroll down to users
Select deactivate next to the user you would like to perform this action on
You will get a prompt to confirm
You can also activate the user with the same process
This manager will no longer be able to log in but you will still be able to identify their ratings and comments on the system.
How to delete a user
Go to Company settings > Team, scroll down to users
Click on the three dot menu ⋮
select Delete users
You will get a prompt to confirm the deletion
Note: You will no longer be able to see ratings, comments or actions done by a deleting user.
Example - after the user was deleted, we can no longer see who edited/actioned a profile.
Q: What is the difference between “deleting” and “deactivating” a user?
Q: Can users from my company use different domains?
Q: Why is my phone number not accepted during sign-up? A: If your phone number isn’t accepted, ensure it includes the Country code (e.g., +1 for the USA) and doesn’t have extra spaces or special characters. |
