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:
- Assign a People Search license
- Manage membership
If you've purchased a People Search license you can assign it to a user from here. That user will receive their own pool for People Search profile views, which will refresh monthly. When a license has been assigned it can be revoked through this same method.
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.
Assign users to certain roles based on department and location
With an Advanced Annual 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.
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.
To delete a user, navigate to 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:
If you have a Workable Annual plan, you can also manage external recruiters on your account. From Account Members, 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.