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Users & Members

Create and manage the people who can sign in to your workspace, and what roles they hold.

Screenshot: User list — TODO

Open User Management (/users) — a searchable list of everyone in the workspace.

Invite / create a user

  1. Create (/users/create) — enter name, email, phone, and an optional professional summary.
  2. Assign one or more roles (these decide what they can access — see Roles & Permissions).
  3. Save — the user is created and an invite/set-password email is sent.

Manage a user

  • Edit (/users/edit/{id}) — update details or trigger a password reset email.
  • Profile (/users/profile/{id}) — read-only view of details, roles, candidate status, and documents.
  • Convert to candidate — turn a user into a recruitment candidate, capturing education, experience, and job templates.
  • Remove — revoke access; the user can no longer sign in.

Members vs users

Smaller workspaces can manage people from Settings → Members (/settings/members) for quick invite/role changes; User Management is the fuller view with profiles and conversions.