Steps to Add & Manage Users

Accessing User Management

Navigate to the left sidebar.

• Click on Settings.
• Select User Management from the available menu items.

You will see a list of all users along with their details:

• Name
• Email
• Phone Number
• Role (Admin / Hiring Manager / Recruiter)
• Status (Active / Inactive)
• Created On Date
• Actions (Edit, Resend Invite, Activate, Deactivate)

A search bar is available to quickly find users by name or email.

Figure 1: Accessing User Management

Adding a New User

• Click the + Add User button in the top-right corner.
• A pop-up titled Add New User will appear.
• Enter the required details:
• Name*
• Email*
• Phone Number*
• Role* (Admin, Hiring Manager, Recruiter)
• Click Create User to send an invitation to the user’s email.

Note: Users must accept the email invite and reset password to activate their account.

Figure 2: Adding a New User

Editing an Existing User

• In the user list, click the Edit (pencil icon) next to the desired user.
• The Edit User window will open.
• Update:

• Name
• Email
• Phone Number
• Role
• Click Update User to save the changes.

Figure 3: Editing an Existing User

Activating a User

• Inactive users can be reactivated when needed.
• Steps:

• Click the Activate (green key icon) next to the user.
• A confirmation dialog Reactivate User will appear.
• Review the message.
• Click Confirm Activation.
• The user’s access is instantly restored.

Figure 4: Activating a User

Deactivating a User

• Deactivation is used to revoke system access without deleting user data.
• Steps:

• Click the Deactivate (red key icon) next to the user.
• A confirmation popup will appear.
• The system will check whether:
• The user has active tasks
• The user is assigned to jobs
• There are pending items for the user
• If clear, you can proceed and click Confirm Deactivation.
• The user will immediately lose access.

Figure 5: Deactivating a User

Resending an Invitation

If a user hasn’t activated their account yet:

• Click the Resend Invite (mail icon) next to the edit user icon.
• The invitation email will be resent automatically.

This is useful when:

• The user didn’t receive the initial invite
• Email was mistyped and later corrected

Understanding User Roles

Assign roles based on the level of access required.

Status Indicators

• Active (Green) – User has full access.
• Inactive (Red) – User is disabled and cannot log in.

Value for You

• Manage all user access and permissions from one centralized location
• Control platform security with easy user activation and deactivation
• Assign role-based access for Admins, Recruiters, and Hiring Managers
• Simplify onboarding with automated invite and password setup process
• Ensure better collaboration while maintaining controlled access
• Helps organizations manage teams efficiently, securely, and at scale