Why Invite Team Members?
Inviting team members allows others in your organization to help manage your job board. You can give them different levels of access based on what they need to do.
Step 1: Go to User Management
In your dashboard, navigate to "Users", "Team Members", or "User Management" in the settings menu.
Step 2: Click "Invite User"
Look for a button that says "Invite User", "Add Team Member", or similar. Click on it.
Step 3: Enter User Information
Fill in the form with:
- Email Address: The email address of the person you want to invite
- Name: Their first and last name
- Role: Select what role they should have (see roles below)
Step 4: Select a Role
Choose the appropriate role for the team member:
- Admin: Full access to everything - can manage jobs, users, settings, and billing
- Recruiter/Manager: Can create and manage jobs, view applications, and communicate with candidates
- Viewer: Can only view jobs and applications, but cannot make changes
Step 5: Send the Invitation
Click "Send Invitation" or "Invite". The person will receive an email with instructions to join your team.
Step 6: User Accepts Invitation
The invited person will:
- Receive an email with an invitation link
- Click the link to create their account or log in
- Once they accept, they'll have access based on their assigned role
Managing Existing Team Members
You can:
- Change roles: Click on a team member and change their role
- Remove access: Remove a team member if they no longer need access
- Resend invitations: If someone didn't receive the email, you can resend it
Best Practices
- Only give admin access to people you trust completely
- Use recruiter/manager roles for people who need to manage jobs and candidates
- Use viewer roles for people who just need to see information
- Regularly review who has access and remove people who no longer need it