Inviting & Managing Teammates

Everything from inviting teammates to deactivating teammates and assigning roles to them

Sean Mallapurkar avatar Shubham Chouthai avatar Sarvesh Gokhale avatar +2
9 articles in this collection
Written by Sean Mallapurkar, Shubham Chouthai, Sarvesh Gokhale and 2 others

Deactivating an existing user & Inviting a new user on 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
Tara Elizabeth avatar
Written by Tara Elizabeth
Updated over a week ago

Inviting Teammates

Invite your teammates to kickstart your work
Sarvesh Gokhale avatar
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.
Sarvesh Gokhale avatar
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
Nandita Kodolikar avatar
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.
Shubham Chouthai avatar
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
Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Changing A Users Role

Now control what your teammates have access to
Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated over a week ago

Team Performance Report

Compare the performance of your teammates/recruiters
Sarvesh Gokhale avatar
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 license.
Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated over a week ago