Inviting new members to Workable

Invite a new member under Account Members page

To add someone new to the Workable account:

1. Access the Account Members page by selecting your user icon at the top right of your screen and then on Settings.
2. Select the button to Invite member.

Enter your co-worker’s email address and decide on the access level you’d like them to have:

• Admin access: Reserved for users who can perform all actions and access settings (except for managing company and integration settings).
• Standard: 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.
• Restricted: Users who will only ever review resumes, leave internal evaluations and comments, and make referrals. 
• Super Admin: Full access to all account settings (including company and integration settings), data, and user permissions across Recruiting and HR.

Inviting new members is completed in 2 steps. 

1. Details and access

You can select the user's access level based on the available options for Recruiting and HR (depending on your usage), or make them Super admins.

2. Jobs & roles

When adding a new user to your Workable account, you’ll see a list of every active position. 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 can access the selected jobs and begin reviewing candidates.

Remember that Admins can 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. They can be assigned from the Account Members section when you first invite them to Workable or at any time under the Team members section of the job editor.

Hiring team roles can be set on a per-job basis. For example, a user could be a Hiring manager on one job, a Hiring contributor on another, and a Candidate reviewer on another.

Once you are ready, select Invite member. Your coworker will receive the invitation to Workable via email. This contains a unique link that connects them to your Workable account. Note: Invitations not accepted within 30 days will automatically expire and need to be resent.

Resend or cancel a pending invitation

Pending invitations will appear by selecting the filter under Invite member, which allows you to filter by Active members, Inactive members, and Pending invitations. You can then go to the three dots and select the "Resend invitation" option.

If the invitation is old or the link has expired, you should cancel the pending invitation and send a brand new one.

Not receiving an invitation email? Check here or contact us for assistance. 

Assign users to specific departments and/or locations

Users can be assigned to one or more departments and/or locations. This setting is beneficial for accounts using the Hiring Plan. Assigning members to specific departments/locations with the correct permissions will ensure the correct assignment of requisitions later. When editing or inviting a user:

1. Navigate to the Jobs & roles section.
2. Select one or more departments/locations and set the suitable hiring team role. To assign a user to every department and location with a specified role, select 'Any department' and 'Any location' as options. 
   
3.  Make any necessary changes and select Save changes on the upper right.