The Users menu in Recruitment Marketing (RM) is where you can access a list of all existing Users, view and edit user Roles, and Teams.
Audience
Company Administrator
Important User Information
- Each company user must be assigned to at least one role.
- The default user is set up as Recruiter or Company Administrator.
- A user who has more than one role defined receives the privileges of both (the union of the privileges of all of the roles assigned).
- The user’s login must be unique.
- The user's email address must be unique within a single company.
Setting Up Users
Navigate to your user menu, then click Users.
The Users page will be displayed. By default, the list shows only active users. To view both active and inactive users, enable the Show Inactive toggle and click Apply Filter.
To add a new user, click Add User.
On the Add new user page, fill out the fields under the Information section.
Under the Settings section, select the Security policy for the new user.
Under the Password section, the Auto Generate and Email credentials to user option will be selected by default. Alternatively, you can change the selection to Manual.
Under the Permissions section, you can specify the Role(s) for the user. By default, the user is assigned to your company's default role. Click + Add Roles to add additional roles for the user. NOTE: You can remove a role by clicking X after the role name.
Under the API settings section, select Enable API access credentials if you need to enable API access for the new user.
If your company has the Desktop Tools feature, the access token will be generated automatically as the user is created.
Click Save. The new user will be added to your list of company users.
Download CSV
You can download a CSV Report of the users' list (original, filtered, or sorted).
From the Users page, click Download CSV.
The CSV contains the following fields:
First Name - The first name of the user.
Last Name - The last name of the user.
External ID - The external ID of the user from the Identity Provider or ATS.
Login - The login of the user. In most cases, it is the same as the email address.
Email - The email address of the user.
Teams - A comma-separated list of teams to which the user belongs.
Roles - A comma-separated list of roles that the user has.
Manager - The manager of the user.
Status - The status (Active or Inactive) of the user.
Important Team Information
A Team is a set of users who work together.
Teams are “ad hoc” and not synced to ATS.
Set up teams to allow shared reporting, analytics dashboards, and sharing folders.
Setting up a Team
Navigate to your user menu, then click Users.
Select Teams.
The Teams page is displayed.
Click + Add Team.
On the Add Team page, fill out the following fields:
- Name - Add a name for your team.
- Description - Add a description for your team.
- Manager - Select a manager for your team from the drop-down menu.
- Team Members - Add team members.
Once you're finished creating your team, click Save.