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👤 Accessing The Users Section
To create or edit an ATS, you need to navigate to 'ATS Users' from the top menu
- Select 'Users'
Once selected you will be presented with the following page:
To create a user, you will go down the left-hand side of the page:
- Choose your User role - this is the user type your ATS user will have
- You can choose Job Seeker, Resourcing User or Super User - Sub User Role - this is the secondary user type
- These differ according to the User role you have selected
- Job Seeker - Job Seeker (Non Employee), Job Seeker (Employee)
- Resourcing User - Resourcing Manager, Recruiter, Hiring Manager, Agency
- Superuser - Superuser
- Next enter the user's details
- Username - this is the unique identifier on how the user will log in. Generally, this will be the user's email address
- Password - The password the user will use to log into the ATS
- Language - What language will be used for the user. Typically this will be English
- Agency - Only used if the ATS user is to be an Agency user. Choose the relevant agency to link the user to
Further down the page you are presented with different options:
- Enable OFCCP - this is not typically used by UK-based organisations. If you have international links within your brand, you may wish to enable this option
- Moderator - giving the user access to groups and communities within the ATS, e.g. to post as a recruiter or to monitor activity
- View protected answers - giving access to answers from specific questions
- External job posting - giving the user the ability to post jobs to external sites (i.e Vacancy Poster and Broadbean). If this option is not enabled, a user will not be able to post to anything other than your Careers page
- Reports Access - gives access to your Reporting suite, Insights. You may wish to only give specific people access to this
- Detailed Diversity Report - giving access to diversity-related reports in Insights. You may again want to narrow down the number of people who have access to this information within your organisation
- Send Welcome Email - sends user a welcome email with details of their login credentials
Again, further down the page, you will see some more options:
- Job Posting - if you have enabled External Job Posting further up the page, this allows you to detail where the user is able to post to
- Organisation Hierarchy - this is only required if your organisation uses hierarchy
- Organisation Countries - if your organisation is spread across multiple countries, you can state which version of the ATS they can have access to
Once happy with the information entered, select
✒️ Editing A User
If you wish to edit an existing user, you should use the fields on the right-hand side of the page:
Enter the email address used for the user's username OR the user's name OR their job role (as entered into Manage when creating them as a user.
When 'Search' is selected, you will see all user profiles which relate to your search:
- Select the relevant user profile from the list and their details will populate the left-hand side of the screen:
Edit as appropriate and select 
❌ Suspending Or Deleting A User
If you wish to suspend a user, for example if they have left your organisation, you can toggle on the 'Suspend Account' option:
If you wish to delete an account from the system completely, for example if a job seeker wishes for their details to be deleted from your records, they must be under the user role 'Job Seeker'.
- If you are trying to delete an internal user, you must first amend the user's role type to Job Seeker and select 'Update'
- Once the profile has been designated as a Job Seeker, you will see the option of 'Delete Account' becomes available at the bottom of the screen:
