Getting Started
User and team management allows you to control who has access to your talentATS account, what they can do, and how they're organised. This guide covers adding users, creating teams, and understanding user roles.
Managing Users
Adding Users
To add a new user to your organisation:
Go to Settings > Access Management > Users
Click User Invitations
Enter user Email address
Assign a role (see Understanding User Roles below) and Team
Click Send Invitation
User receives email with setup instructions
Removing Users
To deactivate a user:
Find the user in your user list
Click Remove
Confirm the action
User access is revoked immediately
Important: User data is preserved. If needed, users can be reactivated later.
Understanding User Roles
Roles determine what features and data each user can access. Choose the appropriate role based on their responsibilities.
Organisation Admin
Full system access
Permissions include:
All features and settings
User and team management
Organisation configuration
Billing and payments
All reports and analytics
System administration
When to use: Only assign to people who need full control of your organisation.
Team Lead
Team management and recruitment
Permissions include:
Manage team members
Team-specific access and settings
View team reports and analytics
Recruitment activities for team
Limited organisation-wide settings
When to use: Assign to people managing specific teams within your organisation.
Recruiter
Core recruitment access
Permissions include:
Create and edit vacancies
Manage candidates and applications
Schedule and manage interviews
Access recruitment reports
Candidate communication
Limited settings access
When to use: Assign to people actively recruiting and managing the pipeline.
Hiring Manager
Limited, feedback-focused access
Permissions include:
View assigned vacancies
Review candidates
Provide interview feedback
View relevant reports
Limited editing capability
No user or team management
When to use: Assign to people who review candidates but aren't actively recruiting.
Managing Teams
Creating Teams
To create a new team:
Go to Settings > Access Management > Teams
Enter Team name – Clear, descriptive name
Click Create Team
Assigning Members to Teams
To add users to a team:
Go to Settings > Access Management > Teams
Open the team
Click Member Invitations
Type to search by name or email address and select the correct user
Assign a role
Click Save
Team members can now:
See team-specific resources
Access team reports
Collaborate within the team
View team vacancies
Editing Teams
To update team information:
Find the team in your teams list
Click Edit
Update details as needed
Click Save
Removing Teams
To delete a team:
Find the team
Click Delete
Confirm the action
Team is archived
Troubleshooting
I can't add users:
Verify you have Organisation Admin role
Check user limits for your plan
Ensure email address is valid
Contact support if issues persist
User invitation didn't send:
Verify email address is correct
Check user's spam folder
Try resending invitation
Contact support if problems continue
I need to change a user's role:
Edit the user
Update role in their profile
Click Save
Changes take effect immediately
User doesn't have expected access:
Check their role assignment
Verify they're in the right teams
Check organisation restrictions
Update role if needed
I need to update team structure:
Edit teams as needed
Add or remove members
Reassign team leads
Save changes
Need more help? Click "Need Help?" in your profile dropdown or contact our support team for assistance.