Access the account members page
To manage the job assignments, user roles or to remove someone from your Workable account entirely, click your profile icon in the upper right, go to Settings and then Account Members.
A list of all the users on your account will appear. Click the 3 dots next to any of the account members to reveal options:
- Manage membership
- Delete member
Manage a user's membership to change their access level.
- Admin access: Reserved for users who can perform all actions and access settings (except for managing company and integration settings).
- Standard access: Reserved for 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.
- Restricted access: Reserved for 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.
In the 'Jobs & roles' section, select or unselect jobs based on the jobs that the user needs to be involved with. When a job is selected, the user can view and interact with candidates.
To the right of the job, you can select a role for the user (e.g., Hiring Manager, Candidate reviewer). The role will determine the user's permissions to interact with candidates.
Remove account members
To delete a user, navigate to the Account Members menu, click the 3 dots next to the user you need to remove from your account, and click Delete:
A deleted user can no longer log in, but all their comments/evaluations/messages and other activity associated with them will remain on candidates' timelines and in your reports. Events created by deleted users cannot be edited or canceled by other team members. If you need time to make changes to existing events, you’ll need to keep those users active until the event edits are complete.
Deleted users will appear when filtering Inactive members in the user status filter. Their account access can be restored from there if necessary:
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 in the Account Members section:
- Navigate to the 'Jobs & roles' section.
- Select one or more departments/locations and set the suitable Hiring role. If no department or location is specified (left blank), it will have the effect of any department/ any location. In the below example, the user is assigned to the Engineering department (and any sub-departments therein) as a Hiring Manager. Any location is specified, so no matter where an Engineering job is located, the user is recommended to be a Hiring Manager.
- Make any needed changes and click Save changes.
Important: This setting doesn't mean members will be auto-assigned to all future jobs created under this department/location. You will need to add them manually for new jobs. For convenience, if members' collaboration rules (assigned department/location) match the job's department or location(s), they will appear under Recommended Members when visiting the Job editor > Team Members.
External Recruiters
Visit the Account Members page and click the 'External recruiters' tab.
Click on the three dots next to the recruiter to edit their information (if they haven't signed in to Workable yet) or remove them from the account.
Add notes that might be helpful for your internal team. You can also move recruiters to a job's hiring team, giving them access to that job and the ability to upload candidates.
👉 Learn how to add and manage external recruiters.
FAQs
- How can I export a list of all account members?
Please reach out to our Support team with this request. They will provide a CSV file with a list of all active users on your account, including their user permission settings.
- Can we change the name of an Account Member?
Account members provide their names when signing up so editing this on their behalf is not possible. Each user can edit this under their Profile settings.
- If I remove members from our account, will it delete all of their previous activities?
No, deleted members will no longer be able to log in, but all their comments /evaluations /messages and other activity associated with them will still be kept on candidates' timelines and in your reports.
If someone else takes the place of the member who was removed, you need to add them to the hiring team for the relevant positions. If there are any associated requisitions, you should edit the req and set the replaced member as a stakeholder (Hiring manager, Requisition owner).
- How can I verify if an account member already exists in our account?
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To verify if a user is already part of your Workable account, search for them in the Account Members page by name or email address using the search bar.