Inviting team members to your HireData account ensures they have the tools and access they need to collaborate efficiently. Whether you're adding colleagues to help manage data, review analytics, or streamline workflows, the process is simple and secure. This guide will walk you through the steps to invite users, assign appropriate access levels, and ensure everyone can start using HireData seamlessly.
Step 1: Access Control
Step 1: Access Control
1.1. Open the Users page
Navigate to the settings menu within HireData and open the Users page, where you will see a list of users synced with your core app, e.g. Carerix, OTYS, Salesforce, etc., that you've connected to HireData.
1.2. Manage the Users' Roles and Permissions
Before inviting anyone to your account, open the user's account to manage their access level, including the information they can see and the editing permissions.
Roles:
Owner
Admin
User
Click on the user to see their details:
Choose a user role based on the permissions you want to give to that user:
Step 2: Invite Users to Join your Account
Step 2: Invite Users to Join your Account
2.1. Group Invitation
If you want to invite multiple members to your account at once, use the tick box to mark each of them and then click on the [Invite] button at the top right corner. Confirm your choice, and each of the selected users will be emailed an invitation to join your account.
2.2. Individual Invitation
You can also send individual invitations to different users. This functionality is best if you want to invite one user at a time or if you have missed selecting someone with the group invitation.
To do this, click the three dots button next to the user and hit the [Invite] button from the drop-down menu or the one located at the top right corner.
Each user will then receive an invitation to your account via email. Once they accept it, they will be able to log in to the account and apply any changes depending on their access level.
💡 Tips
💡 Tips
Always check the user role before inviting them. If needed, you can update their role anytime by navigating to the user details, as explained in section 1.2. Manage Users' Roles and Permissions.
If the user loses their email invitation, you can resend it from the Users page by clicking on [Re-send invite] from the drop-down menu as shown below:
