Important Note: Only the users with an "Admin" role can invite more users to the account.
Inviting teammates on Recruit CRM takes seconds.
To invite teammates, follow the below-given steps:
Click on the Invite Teammates button at the top right
Enter your teammate's Email ID, select a Role from the drop-down and click on Send Invitation button at the bottom.
And you are done! Your teammate(s) will receive a link via email through which they can start working with you instantly.
Things to know:
The "Role" determines what a user can do and what they can view.
Admin: An “Admin” can add records (candidates, companies, contacts, jobs), delete records (candidates, companies, contacts, jobs), view the complete database, export data from the list pages to CSV (up to 1000 records), and also have complete access to the admin panel (except Payments & Billing) and can invite teammates too.
Team Member: A "Team Member" can add records (candidates, companies, contacts, jobs), view the complete database, do activities like adding notes/call logs/tasks & meetings, and other editing stuff but, they will not have access to delete the data.
They also Do Not have access to Admin Panel and Reports section.
Restricted Team Member: A "Restricted Team Member" can add records (candidates, companies, contacts, jobs), can only view the data that they are adding to the system and not the other user's data unless they have been made "owner" or "collaborator" on the record(s).
They will NOT have access to the admin panel, reports, and complete database.
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