Adding a Team Member to a Job or an Organization (Client/Department)
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Adding a Team Member to a Job or an Organization (Client/Department)

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Article Summary

Adding users to a team will allow these users to collaborate on jobs under your account.

There are two types of teams:

  • Organization Team: Users part of this team will have full visibility of the jobs under that organization, and will have the ability to add / move / remove candidates from all these jobs.
  • Job Team: Users part of this team will have full visibility of all the available information related to that job, and will have the ability to add / move / remove candidates from the job.


How to add a team member to a Job or an Organization (Client/Department) Team

  1. Go to the page displaying the Job or Organization (Client/Department) you're adding team members to, and click on the "Team" tab.
    Add a Team Member to a Job or an OrganizationClient-Department 5
    Add a Team Member to a Job or an OrganizationClient-Department 6

  2. Click on "Team members" under the Job or Organization team depending on where you wish to add a team member.
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  3. Click on "Add Team Member".
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  4. Select which team member to add.
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Note that depending on your level of access (Admin, Manager, Consultant), you might be allowed to add team members only on certain conditions:

  • The Admin can add any team member to any job or Organization (Client/Department), even if they did not create it or were not added to its team list. (Admins have unrestricted access)
  • The Manager can add any team member to any job or Organization (Client/Department) they created or were added to.
  • The Consultant can add any team member to any job or Organization (Client/Department) they were added to.

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