Who can do this: Owners and Admins. Only Owners can invite, change or remove another Owner.
Product: All products
Where: Settings > Users
Owners and Admins invite, change and remove users in Settings > Users.
How do I invite a user?
Click your name at the bottom left, then Settings > Users. Click Invite user at the top right.
In Invite new user, enter the Email, First name and Last name, then choose the User permission: Owner, Admin or Member.
If your company uses teams, choose a Primary team. Its settings are used when this user creates new lists.
Click Invite user.
Result: you see "Invitation was sent successfully". The user gets an email to finish signing up, and shows as Pending Invite until they do.
How do I remove a user?
In Settings > Users, click Remove on the user's row.
If the user owns lists or contacts, or added candidates to a list, the window asks who takes them over. Click Select user under each section: Job submission list and candidate ownership, Marketing list and candidate ownership and Contact ownership. Their lists, candidates and contacts move to the user you select. If the user owns none of these, you only see "Are you sure you want to delete [name]?".
Click Remove user to confirm.
Result: you see "User was removed successfully". Submitted candidates and messages stay visible to the rest of your company. Reassigning can take a while on large accounts, so keep the window open until it finishes.
You can't remove yourself. Admins can't remove an Owner.
How do I change a user's permission level?
In Settings > Users, click the user's current permission level.
Select the new level.
Result: you see "User was updated successfully". You can't change your own permission level. Admins can't change an Owner.
How do I add seats?
Seats only apply if your plan is charged per Client Portal seat. On those plans, Settings > Users shows how many seats are in use, for example "4/5 client portal seats used", and a Client portal seat column for each user. Owners and Admins can add seats.
In Settings > Users, click Add seats next to the seat counter. The same button is in Subscriptions.
Enter how many seats to add.
Click Add seats.
Result: you see "Seats number increased successfully." Your total number of seats goes up and the charges are prorated.
How do I give a user a seat or take it away?
To give a user a seat, select Assign seat in their Client portal seat column. If all your seats are in use, this adds one seat, and the charge is prorated.
To take a seat away, select No seat, then click Yes, unassign. The user is removed from all job submission lists.
To remove seats from your plan, click Contact us to remove seats in Subscriptions, or ask us in the chat.
What can each permission level do?
Owner: everything, including Subscriptions and the Bullhorn connection. Can invite other Owners.
Admin: company settings and users, except Owners. Can open Subscriptions but can't change the plan or billing, and can't manage the Bullhorn connection.
Member: works with candidates and lists. Can't manage company settings or users.
Owner
Example screen for an Owner: Settings > Company, with the Settings menu on the left.
Admin
Example screen for a user with the Admin permission level.
For the full list, see Who can do what: Owners, Admins and Members.
Troubleshooting
"There is already a user with this email" or "Email address is already associated with a membership": this person already has a login. Check the list, or ask us in the chat.
"This user is already part of another company": the email is used in another Candidately company account. Send us the email address in the chat.
"User cannot be added as your payment failed": an Owner needs to update the payment card. See Update your billing address or payment card.
Pro tip: If someone didn't get their invite, click Resend invite on their row in Settings > Users. Ask them to check their spam folder too.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.