The Users page lets you manage everyone who has access to your system. From here you can add new users, update existing user details, control which offices they have access to, and deactivate accounts when needed. Keeping your user list accurate ensures the right people have the right level of access at all times.
⚠️ Important: You must have the Admin role to access the Users page and make changes to user accounts.
Access the Users Page
Click the gear icon in the top-right corner of any page, then select Users from the dropdown menu.
The Manage People page opens, showing a list of all users in your system with the following columns:
Column | What It Shows |
Name | The user's full name and avatar initials. |
The user's email address. | |
Role | The user's assigned role in the system. |
Last Login | The date and time the user last logged in. |
Active | Whether the user account is currently active (shown as a green tick). |
Edit | A pencil icon to edit the user's details. |
Delete | A bin icon to delete the user account. |
Filter by Active Status
You can filter the user list to show inactive accounts.
On the Manage People page, click the filter icon next to the Active column header.
Select Inactive to show only deactivated user accounts.
Add a User
Go to Settings (gear icon), then select Users.
Click Add User in the top-right corner of the Manage People page.
In the Add User form, complete the following fields:
Field | What to Enter |
First Name | The user's first name. |
Last Name | The user's last name. |
Email Address | The user's work email address. |
Select Timezone | The user's timezone — select from the dropdown. |
Home Office | The office this user is primarily based in — select from the dropdown. |
Applicant Tracking System ID | The user's ID in your connected ATS — select from the dropdown. |
Role | The user's role in the system — select from the dropdown. |
MFA | Toggle to Yes to require multi-factor authentication for this user's account. |
Permission to Office(s) | Select one or more offices this user is permitted to access. Type to search, then select Standard Office or any other available office from the list. Tick Select All to grant access to all offices. |
Confirm the Active toggle in the top-right of the form is set to Yes if you want the account to be active immediately.
Click Save to create the user account.
📌 Note: The new user will receive an email invitation to set up their password and log in for the first time.
🤓 Tip: If you want to create a user account but not activate it yet, toggle Active to No before clicking Save. You can activate it later by editing the user.
Edit a User
Go to Settings (gear icon), then select Users.
On the Manage People page, locate the user you want to update, then click the edit (pencil) icon in the Edit column.
The user's details form opens with the current information pre-filled. Update any fields as needed.
Click Save to apply your changes.
📌 Note: You can deactivate a user account without deleting it by toggling the Active switch to No in the edit form, then clicking Save. The user will no longer be able to log in, but their record and history will be retained.
Delete a User
⚠️ Important: Deleting a user is permanent and cannot be undone. Consider deactivating the user instead if you may need to restore their access in the future.
Go to Settings (gear icon), then select Users.
On the Manage People page, locate the user you want to remove, then click the red bin icon in the Delete column.
Confirm the deletion when prompted.