Recruit CRM | Help Center

Inviting & Managing Teammates

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

9 articles

+2

Written 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