Find out how to create, search for and edit a user for the ATS using the Manage tool.
Check out this video on creating and editing users in Manage, or read on for a step-by-step guide:
Accessing the Users section
To create or edit an ATS, you need to navigate to 'ATS Users' from the top menu
- Select 'Users'
Dependent on what visibility you have within the Manage tool you may have a slightly different drop-down.
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
For security purposes, it is good practice to ask your new users to select the 'Forgot Password' link on the ATS, so they can generate their own memorable password.
- 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
This relates to when a question is being set up in the ATS, has it been marked
'Answer visible to privileged managers only'
- 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
Please note - you do not need to include anything here if your organisation is only based in the UK
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.
Please note - you cannot search using all 3 of the search options - you will only be able to use one at a time.
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 
at the bottom of the screen.
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:
Please note - this action DOES NOT DELETE the user completely from the system.
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:
Please note - It takes approximately 15 minutes to delete a user completely from the ATS.
This is worth bearing in mind if a job seeking user has requested that you delete their profile. They will not see a change immediately.