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Manage your employees in Teams
Manage your employees in Teams

Customize your users access to candidates and jobs

Nora avatar
Written by Nora
Updated over a week ago

Our Teams feature allows you to organize your users and grant access to candidates and/or jobs. Create teams for departments, roles, and even specific locations, depending on your recruitment teams' needs.

The department, roles, and location options picked for a Team, will grant the members access to the matching candidates in the Candidate bank.

Once created, a Team can also be used as the Hiring team for a job, which makes it easy to later change team members for multiple jobs at once!

First, you need to create a Team. Let's get started!

Create a Team

Click on your company name and head to Settings → Recruitment → Teams. This takes you to your Team’s settings. Here you can click the + New team button at the top right corner to create a team.

Setup your Team

Start by assigning the Name and icon that will represent the team. Then, select the Manager and Members. These users will be a part of the team and will be granted access to the job/candidates added to. You can add as many members to the team as you want and they don't need any particular access level other than Default user.

If a Team is added to a job, the Manager can be used as the main recruiter and the Members will be added to the hiring team.

Candidate database access

A Team can also be granted access to a specific part of your candidate bank. The Members will be able to access the candidates that match the criteria chosen for the team. You can choose several departments/roles and/or locations to customize the access!

In this example, the team Customer Care ⭐️ will be able to access candidates that belong to the department Customer Support and the role of Customer Success Manager within Customer Success.

Using a Team as a job's Hiring team

A big advantage of using Teams is the possibility to use them as the Hiring team in your jobs. This way, you can centralize access to jobs by being able to change multiple job hiring teams and recruiters simultaneously.

Here is how it works: When setting up the Hiring team for a job, there will be a new option to pick a Team. By choosing a Team, all members of that team will become members of the job's hiring team. You will also have the option Use Team manager which will lock in the team's Manager as the main recruiter. This way if the Manager of the team changes so will the main recruiter for the job.

You can also add Additional users to the Hiring team if you wish. There will be no difference in access for the members, and the additional users – they are all part of the Hiring team.

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