Colleagues

Effectively manage your team's access and permissions within your company account

To access your Colleagues section:

  1. Click on your company name on the top left corner
  2. Select Company Settings
  3. Click Colleagues

What You Can Do

Add Team Members

Invite new colleagues to join your company account

Manage Access Rights

Set access rights to control what each team member can access and modify.

Assign User Roles

Organize your team with predefined roles and data access policies that match your company structure

Remove Access

Safely remove colleagues when they leave your organization or no longer need access.

Best Practices

Security Guidelines
  • Regularly review colleague permissions to ensure they match current responsibilities
  • Remove access promptly when team members leave or change roles
Data Access Policies
  • Assign a Data Access Policy to each user role to give users only the data access they need
  • Ask your users to fill in their first and last name so the Data Access Policy can be correctly applied

Next Steps

Ready to manage your team effectively? Start by:

  1. Adding your first colleague - Invite team members who need access to your documentation. Learn how to add colleagues →
  2. Setting up roles - Define the permission levels that work for your organization. Learn about user roles →
❗️

User role are only available in Candidate Experience accounts.

  1. Assign access rights - Ensure everyone has appropriate access for their responsibilities by assigning the correct access rights. Learn about access rights and how to assign them →