Accessing 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. Hover over any of the account members to reveal options:
- Manage membership
Manage a user's membership to change their access rights.
- All access: Reserved for 'Super Admins' who can fully manage your Workable account.
- 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.
- Limited access: Reserved for users who will only ever review resumes, leave internal evaluations and comments, and make referrals.
Select or unselect jobs based on the jobs that the user needs to be involved with. When a job is selected the user will be able to see and interact with candidates.
To the right of the job, you can select a role for the user (e.g. Hiring Manager, Reviewer). The role will determine what permissions the user has for interacting with candidates.
Removing account members
To delete a user, navigate to the Account Members menu, hover over the user you need to remove from your account, and click Delete:
Deleted user 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.
Deleted users will appear at the very bottom of the Account Members page. 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. Click the option Assign this user to a specific location/department when editing or inviting a user. Then select one or more departments/locations and set the suitable Hiring role.
In the above example, you will notice that once you assign the user to Any Department and London, UK as a Hiring Manager, all matching jobs are auto-selected with the correct permission. Make any needed changes and click Update.
Note: This doesn't mean that members will be auto-assigned to all future jobs created under this department/location. For new jobs, you will need to add them manually; for convenience, matching members (based on their assigned department/location) will appear under Recommended members when visiting the Job editor > Team Members.
This setting is particularly helpful for accounts using Hiring Plan. Assigning members to specific departments/locations with the correct permission will ensure the correct assignment of requisitions later on.
Visit the Account Members page and click the 'External recruiters' tab.
Hover over the recruiter to edit their information 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.
Check here for more information.