Only Company Admins have the ability to update a User’s name, email address, permissions or Teams.
- From the Users page on the Manage Teams & Users Panel, click Edit User from the Actions menu. Enter your edits and click Update User to save your changes.
- From the Teams page on the Manage Teams & Users Panel, click Edit Team from the Actions menu. Enter your edits and click Update Team to save your changes.
Adding a Team
Any users with Company Admin permission will have the ability to add Teams to your company profile. Creating Teams allows Users to share access to any position, test or challenge, create invitation codes, send invitations, or view assessment scores.
- From the Teams tab on the Manage Teams & Users Panel, click New Team
- Complete the form with the users Name, Parent Team, and Members
- Click Add Team
Removing a Team
- From the Teams page on the Manage Teams & Users Panel, locate the Team from the list that you’d like to Remove
- Click Remove from the Actions menu
Adding Users to a Team
- From the Users tab on the Manage Teams & Users Panel, click Edit User from the Actions menu on the User you would like to edit
- Choose from the Teams dropdown list what Team you would like the user to appear. Do note that users assigned to a team will be able to manage positions and tests and challenges for that team. Users not assigned to a team may be selected as a reviewer for a position.
Switching Teams
From your Dashboard, you will have access to a new dropdown labeled Switch Teams. This dropdown will include each team that you have Admin or Manager permissions for. To switch Teams:
- Open the dropdown menu and click on the Team details you would like to review
- The Team name will now appear in the field. Your dashboard details will update according to the Team you’ve selected.
Assigning a Parent Team
To better organize your Teams, you may create a Parent Team. If you ever need to combine two teams into one, you may assign a common Parent Team, and then remove the two Children Teams. All invites, positions, tests, challenges and results will be moved to the Parent Team.
If you ever need to remove a team, assign it a Parent. All invites, positions, tests, challenges and results will be moved to the new Parent Team.
- From the Teams tab on the Manage Teams & Users Panel, click Edit Team from the Actions menu
- Choose the Parent Team from the dropdown that you would like to assign to that Team