# Members ## Overview **Hireforce** makes it easy to collaborate with co-workers. One of the first things you'll want to do when getting started on **Hireforce** is to invite team members. On the **Settings** page, access to **Members** to manage your team members and their account permissions. Hireforce offers multiple access levels to optimize permissions for each user's role, ensuring they have the necessary access to perform their duties effectively. ### Direct Employer There are 3 access levels: {% tabs %} {% tab title="Admin" %} *The **Admin** role can access all candidates, jobs, and settings and fully manage the company's account and memb*ers. *They can* *view, edit, and delete all items with restricted visibility except for note editing and deleting other owners.* :information\_source: **Please note that:** * **Owner**: As the Owner who is Admin at the top of the member list you have the highest level of access. You can edit the roles of all members in your organization, including Admins. * **Admin**: If you are an Admin but not the Owner, you can edit the roles of all members in your organization, excluding the Owner.

{% endtab %} {% tab title="Member" %} *The **Member*** role is customized permissions for each user based on specific functions within the system. * **Email**: You can invite multiple users at once by entering multiple email addresses, separated by commas.\ \&#xNAN;*Example: , * * **Access level**:\ Select **Member** to apply the default customizable permissions for this role. * **Teams/Departments** *(Optional)*:\ You can assign the invited user(s) to one or more teams/departments. This helps organize your team and manage access more efficiently.

2. ***Additional Settings*** You can customize a member’s permissions by enabling specific toggles during the invite or edit process, including: * **Career page** – Allow editing and customizing the [company’s career page](https://app.hireforce.io/settings/careers-page) * **Workspace setting** – Manage platform settings like tags, locations, and disqualification reasons. * **Access Career Hub** – Let users browse jobs, apply, and refer candidates as a member of **Career Hub** (Enable as default) * **Manage Career Hub** – Control [Career Hub settings](https://app.hireforce.io/settings/careerhub) * **User management** – Grant access to manage user roles and permissions. * **Templates** – Allow customization of email and message templates. * **View report** – Provide access to recruitment analytics and performance reports. * **Manage requisition** – Manage [requisition listing](https://app.hireforce.io/requisitions), manage the requisition flow, and post jobs from approved requests. * **Request requisition** – Submit new job requisitions for approval.

{% endtab %} {% tab title="Limited Member" %} *The **Limited Member** role is designed with minimal permissions, allowing the user to focus on the necessary sessions to support essential tasks such as participating in interviews to provide feedback on candidates or joining the Hiring Team for a few necessary positions and referring Candidates.* There are 5 sections you can access when logging into Hireforce as a Limited Member role: Dashboard, Notifications, Tasks, Jobs and Calendar. Additionally, they can create new job requisitions or access the Career Hub, but only if these features are enabled.

{% endtab %} {% endtabs %} ### Agency There are 2 access levels: {% tabs %} {% tab title="Admin" %} *The **Admin** role can access all candidates, jobs, and settings and fully manage the company's account and memb*ers. *They can* *view, edit, and delete all items with restricted visibility except for note editing and deleting other owners.* :information\_source: **Please note that:** * **Owner**: As the Owner who is Admin at the top of the member list you have the highest level of access. You can edit the roles of all members in your organization, including Admins. * **Admin**: If you are an Admin but not the Owner, you can edit the roles of all members in your organization, excluding the Owner.

{% endtab %} {% tab title="Member" %} *The **Member*** role is customized permissions for each user based on specific functions within the system. * **Email**: You can invite multiple users at once by entering multiple email addresses, separated by commas. *Example: , * * **Access level**: Select **Member** to apply the default customizable permissions for this role. * **Teams/Departments** *(Optional)*: You can assign the invited user(s) to one or more teams/departments. This helps organize your team and manage access more efficiently.

## Customize the user(s) permission 1. ***User permission*** *In general, a* Member can access the candidate listing when: * They are the **Owner** of the candidate, or * They are part of the **Hiring team** for a job, or * They are assigned to the **Talent Pool** containing the candidate. **Job management:** This setting controls what jobs the user(s) can access and manage. * **Assigned job only** (default): The user can only access jobs where they are part of the **Hiring team**. * **All jobs**: \ \- The user can view and manage **all jobs** on the tenant, even those they are not assigned to. \ \- *This also means they can access **all candidates** related to all jobs.* **Company management:** This setting controls what companies the user(s) can access and manage. * **All companies:** they can view and access all companies (even if they're not the owner). * **Companies they own:** they can access the company if they are the owner. **Revenue/Placement:** This setting controls what placements the user(s) can access and manage. * **All placements:** they can view and access all placements (even if they're not the owner). * **Placement they own:** they can access the placement if they are the owner. **Export Candidate:** Depending on their access level, users may also be allowed to **export candidate data**. * By default, **Members** **cannot export** the candidate listing * If enabled, user(s) can download candidates in a structured file (e.g., CSV or PDF format) ⚠️ **Important:** Enable this permission carefully. Exported data may contain sensitive candidate information and should be handled securely, in compliance with data protection regulations.

{% endtab %} {% endtabs %} ## Member Management ### Follow Up The Invitation Once you send an invitation, you can check to see if the user has accepted it. You can check to see if a user has accepted an invitation by going to the Member section. 1. If the user has accepted the invitation, they will be listed in **Members** tab. 2. If the user has not accepted the invitation, they will be listed in the *Pending Invites* tab. 3. Resend the invitation email by clicking on the **Resend Invitation** button. This will send the user a new email with the same invitation link.

### Edit Access Level #### Change The Role You can change the roles of members whose roles are lower than yours. Here’s how it works based on your role: * **Owner**: As the Owner who is Admin at the top of the member list you have the highest level of access. You can edit the roles of all members in your organization, including Admins. * **Admin**: If you are an Admin but not the Owner, you can edit the roles of Members and Limited Members. * **Member**: As a Member, you can edit the roles of Limited Members (for Direct Employers). #### **Assign To Departments** Only the Admin can assign members to department access so it can help match those members to the job hiring team accordingly if the departments are matched. In Assign to department, select available departments to give access, then click the **Save** button. #### **How to edit?** 1. Click the **Member** tab. 2. Click the "**Edit"** icon on the right of the member you need to edit. 3. Check and update Access level and Department field. 4. Click the **"Save"** button to complete.

## Invite Members To ensure security for recruitment at each company, as well as optimize the performance of each role, **Hireforce** also designs permissions for each user level, you should check permission for each role before selecting the role for your members. To add someone new to the Hireforce account, firstly you need to send them an invitation. 1. Access the Members page by clicking your avatar at the bottom left corner, then select Settings 2. Click the "Invite Member" button. 3. Input the email and select Access level. 4. Click the "Arrow-down" icon to review User permissions\* (if Access level = Member), and then click "Send Invites". **(\*) You can assign permissions to users based on their roles.**

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