Inviting & Managing Teammates
Everything from inviting teammates to deactivating teammates and assigning roles to them
9 articles

+2Written by Tara Elizabeth, Sarvesh Gokhale, Nandita Kodolikar and 2 others



Deactivating an existing user & Inviting a new user to your current plan
Brief explanation about how to deactivate a teammate, invite a new user and transfer the ownership of records to the new user
Written by Tara Elizabeth. Updated over a week ago
Inviting Teammates
Invite your teammates to kickstart your work
Written by Sarvesh Gokhale. Updated over a week ago
Upgrading Your Account
This article will help you understand how the "account upgrade" process works in Recruit CRM.
Written by Sarvesh Gokhale. Updated over a week ago
Adding Monthly Subscriptions On Annual Plans
This article will help you add monthly users to your annual plan with Recruit CRM
Written by Nandita Kodolikar. Updated over a week ago
Adding Licenses/Seats
This article will help you add additional licenses or seats to your current plan and invite teammates to join your Recruit CRM Account.Written by Shubham Chouthai. Updated over a week ago
Changing Recruit CRM Account Ownership
This article will help you transfer the Recruit CRM account ownership to your other teammate
Written by Sarvesh Gokhale. Updated over a week ago
Changing A Users Role
Now control what your teammates have access to
Written by Sean Mallapurkar. Updated over a week ago
Team Performance Report
Compare the performance of your teammates/recruiters
Written by Sarvesh Gokhale. Updated over a week ago
Deactivating Teammates & Reducing Paid Seats
Brief explanation about how to deactivate a teammate and reduce the number of paid licenses to cancel the user cost from your subscription.
Written by Sean Mallapurkar. Updated over a week ago