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

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

There are two types of teams:

• Organization Team: Users and groups 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 and groups 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.

Summary of Access and Permitted Actions Based on User Role and Team Membership

How to add a team member or group 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.
   
   

2. Click on "Team members" under the Job or Organization team depending on where you wish to add a team member.
   

3. Click on "Add Team Member".
   

4. Select whether you want to add individual users or groups of users.
   

5. Click on the "+" icon next to a user or a group to add them to the team.
   

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.