User Management

Scott Lindsay
June 9, 2023

User Management Overview

Owner has access to:

  1. Manage all Users
  2. Manage Brands and Listings
  3. View all Reports & Analytics
  4. Manage Account Settings and Billing
  5. Manage Notifications

Manager has access to:

  1. Manage Recruitment Pipeline
  2. View Reports & Analytics
  3. View Account Settings
  4. Manage their own Notifications

How to Invite a new User

  1. Click your avatar in the top-right and select Account Settings.
  2. Navigate to the Users tab.
  3. Click Invite User.
  4. Enter their email address and select their role (Owner or Manager).
  5. Click Send Invitation.
  6. Once ready, click Save on the bottom right hand side.

The invited user will receive an email with a link to accept the invitation and set up their password.

How to Edit an Existing User

  1. Click your avatar in the top-right and select Account Settings.
  2. Navigate to the Users tab.
  3. Locate the user and click Edit.
  4. Update their role or other settings as needed.
  5. Once ready, click Save on the bottom right hand side.