Invite your team to Candidately
Step 1
Navigate to your Settings->Users, and hit the “Invite user” button on the top right corner.
Step 2
Add your user's company email, first and last name, select your desired user permission (keep reading to learn more about these options), and hit the “Invite user" button on the bottom right corner.
The user will receive an email notification from [email protected] and will be able to complete the signup by setting a password and completing their onboarding.
Remove a user from your Candidately account
Step 1
Navigate to your Settings->Users, and hover your mouse over the user you'd like to remove. Click on the left corner Remove button.
Step 2
You'll be prompted to reassign the user's ownership of the corresponding user's lists and candidates.
Change a users's permission
To change a user's permission type, simply navigate to your Settings->Users and click on the user's type to select his new one from the dropdown.
Our Guide to User roles & permissions 📚
A user can be an Owner, Admin, or Member.
Owner
The Owner is the master user with the highest level of access and control within the system. This role includes full permission to manage and oversee all aspects of the platform. Key permissions include:
Manage Company Profile: Update and maintain the organization's details.
User Management: Invite new users, including those at the Owner level.
General Settings: Configure company-wide settings and preferences.
Appearance: Customize the platform's visual design and branding.
Candidate Settings: Configure candidate-related features such as templates and custom fields.
Integration Settings: Configure and manage integrations with external tools and services such as Bullhorn.
Billing & Subscription: Access and manage billing & subscription details and payment settings.
Admin
The Admin user is the second-highest role within the system, offering extensive access and authority to manage most aspects of the platform. While Admins share many of the same responsibilities as Owners, there are a few key limitations.
Key Permissions:
Manage Company Profile: Update and maintain the organization's details.
User Management: Invite and manage users (except at the Owner level).
General Settings: Configure company-wide settings and preferences.
Appearance: Customize the platform's visual design and branding.
Candidate Settings: Configure candidate-related features such as templates and custom fields.
Limitations:
No Access to Billing: Admins cannot view or manage billing details or payment settings.
No Access to Integration Settings: Admins cannot configure or manage integrations with external tools and services such as Bullhorn.
Member
The Member user has the most limited access within the system, focused solely on managing their own user account. This role is designed for individual contributors who do not require access to broader company settings or management features.
Key Responsibilities and Privileges:
Manage Own User Account: Update personal details, preferences, and account-specific settings.
Perform Tasks: Access and complete all Resume formatting features and candidate profiles.
The Member role is ideal for users who need to focus on their individual contributions without involvement in administrative or organizational management.
👋We are always here for you if you need us!
Remember, our whole team is around, almost 24/7 to support you! In fact, you can simply press the green messenger button on the bottom right of this page to start chatting with us!