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Add Team Members to a Client

Building a team around your clients makes collaboration easier. You can assign recruiters and consultants as team members to give them access to that client's jobs and candidates.

Steps

  1. Click on Clients in the left-side menu.
  2. Open the client you want to manage by clicking on its name.
  3. Click on the Team tab.
  4. Click Add Team Member.
  5. In the search bar, type the name of the recruiter or consultant you want to add. You can also scroll down to find them.
  6. Click the + button next to their name to add them to the team.
  7. To remove a team member, click the − button next to their name.

All members of the client's team will be listed in the Team tab, ready to collaborate.

Note: Only users with the Recruiter or Consultant role can be added as team members. Their access will be scoped to this client only.