Adding new users to smartAI can be done in a few simple steps. Once new users have been added, they will be automatically notified.
Add a new user
To create a new user, follow the steps below:
Click the Settings icon in the top-right corner.
Select Users to open the User list.
Click Add User.Enter the user’s details:
Name.
Email address.
Time zone.
Home office.
ATS user, if applicable.
Select the user’s Role from the following options:
Admin – Full access to all areas of the system.
Recruiter – Access only to permitted modules.
Enable Multi-Factor Authentication, but this is optional.
Set office permissions for the user.
Click Save.
📌Note: After the user is created, an email is sent to the new user. The activation link is valid for eight hours. If the link expires, select Forgot Password on the login page to receive a new email.
FAQs
Q1: How do I create a new user?
Answer: Click the Settings icon in the top-right corner, select Users, click Add User, enter the user’s details, select their role and permissions, then click Save.
Q2: Where do I go to add a new user?
Answer: Click the Settings icon in the top-right corner, then select Users and click Add User.
Q3: How do I assign a role to a new user?
Answer: During user creation, select the appropriate role before saving the user.
Q4: What roles can I assign to a user?
Answer: You can assign Admin for full system access or Recruiter for access only to permitted modules.
Q5: What access does an Admin have?
Answer: An Admin has full access to all areas of the system.
Q6: What access does a Recruiter have?
Answer: A Recruiter has access only to permitted modules.
Q7: Can I enable Multi-Factor Authentication when creating a user?
Answer: Yes, you can enable Multi-Factor Authentication during the user setup process.
Q8: How do I set office permissions for a user?
Answer: During user creation, set the appropriate office permissions before clicking Save.
Q9: What happens after I click Save when creating a user?
Answer: An email is automatically sent to the new user with an activation link.
Q10: How long is the activation link valid for?
Answer: The activation link is valid for 8 hours.
Q11: What should a user do if their activation link expires?
Answer: They should select Forgot Password on the login page to receive a new activation email.
Q12: Can I edit permissions before saving a new user?
Answer: Yes, you can assign the role, enable Multi-Factor Authentication, and set office permissions before clicking Save.