Owners and Admins invite, change and remove users in Settings > Users.
Who can do this: Owners and Admins. Only Owners can invite, change or remove another Owner.
Product: All products
Where: 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, candidates or contacts, choose who takes them over. Click Select user under each section.
Click Remove user.
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.
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 a user with the Owner permission level.
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.
Need more help?
Click the chat icon at the bottom right and we'll get back to you.