Accessing the account members page
To add someone new to the Workable account, access the Account Members page by clicking your user icon at the top right of your screen, and then on Settings.
In the Account Members section, click the link to ‘invite a new member’.
Enter your co-worker’s email address and decide on the membership type you’d like them to have:
- All access: 'Super Admins' who can fully manage your Workable account.
- Standard access: Users who help with the hiring process to different degrees. Some may be fully involved, emailing, evaluating and interacting with candidates and some may only leave evaluations and notes. This has the most flexibility and is the recommended option in most cases.
- Limited access: Users who will only ever review resumes, leave internal evaluations and comments, and make referrals. Available for accounts with a Growth or Premier plan.
When adding a new user to the account you’ll see a list of every active position in your Workable account. To add this new user to the hiring team for a job, check the box next to the job title. Once the user logs in they will immediately be able to access the selected jobs and begin reviewing candidates.
Keep in mind that Super Admins will be able to access and join all jobs at will, regardless of the jobs you select here.
Other users must be assigned to a job to access the candidates in that job. They can be assigned from the Account Members section when you first invite them to Workable, or at any time under the Hiring Team/Workflow section of the job editor.
User roles can be set on a per job basis. For example, a user could be a Hiring Manager on one job, a Standard Member on another and a Reviewer on yet another.
Assign users to certain roles based on department and location
With an Premier plan, users can be quickly assigned to jobs based on departments and locations. Click the "Assign this user" option when editing or inviting a user or see more examples.
Send the invitation via the blue button at the bottom of the page. Your coworker will receive the invitation to Workable via email. This contains a unique link which connects them to your Workable account. Invitations not accepted within 30 days will automatically expire and need to be resent.
They will immediately appear in your list of account members with an option to resend or cancel the invitation.