Hireology's platform promotes a collaborative hiring process. You can manage your hiring team by adding and removing users from your account.
In this article we will cover:
- Adding a User
- Adding a User in a Multi-Location Account
- Removing a User
- Re-Adding a User
- Related Topics
Adding a User
To add a user to your Hireology account, click 'Hi' and select 'Users'.
On the Users page, click 'Invite New User'.
In the popup, enter the user's First and Last Name, Email Address, and Title (optional). Select their User Role to control what permissions the user will have. You can also enter an optional note that the user will see in the email invite.
Click 'Send Invitation' to send an email invite to the new user. The email will contain a link the user can follow to create their password and log in.
Adding a User in a Multi-Location Account
For multi-location accounts, you can add users at either the child account or the parent account level. Adding users at the parent account level offers the flexibility of assigning the user to as many or as few locations as needed. Users with the admin User Role will have access to all locations by default. Note: Only the Account Owner can assign locations to users, and only to users with a User Role that includes the 'Can access location accounts' permission.
To add a user at the parent account level, click 'Hi' in the top, right corner of your Hireology account and select 'Users'. Note: It is important that you take this step without drilling down into any specific child location.
Next, click the 'Invite New User' button.
Enter the requested information, then click 'Send Invitation'.
To edit the user's location access, click 'Edit Permissions' beside their name. Remember, only the Account Owner will be able to assign the user to locations.
In the 'Location accounts' section, you can choose what level of access the user should have within the child accounts. You will be able to select either their current user role or grant them admin permissions in the individual location(s).
Next, check the box(es) to select the location(s) the user will need to access. Alternatively, you can check the box at the top of the list to select or deselect all locations.
Your changes will be saved automatically!
Note: If a user was originally added at a child account level and now needs access to multiple locations, follow the steps below to first remove the user. Once complete, follow the steps for Adding a User in a Multi-Location Account.
Removing a User
To remove a user from your account, click 'Hi' and select 'Users'.
On the Users page, locate the user you wish to remove and click 'More'. Select 'Delete' from the dropdown and confirm the deletion.
If the user is assigned as the hiring manager on jobs within your account, you will be prompted to re-assign the jobs to other users before deletion.
Re-Adding a User
If you deleted a user by mistake or need to re-add someone who was previously deleted, you will see an error message that their email address is already in use. When this happens, you can email our support team at firstname.lastname@example.org and they will be able to re-add the user for you.
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