Process: Creating and Managing Users

Administrators now have the ability to create new user accounts within Ready Recruit!

This guide will show you some useful features to help you Create and Manage Users within the Ready Recruit Product! 

Quick Navigation

Creating a New User

Click on Admin Settings from the left-hand side navigation panel.

 

In the User Configurations section, click on Users. This will display a list of all the users within your site.

 

To create a new user, click the add button next to New User.


The Create User modal will show and the following fields can be entered (anything with a * is mandatory)

  • First name- Users First name

  • Last name- Users Last Name

  • Email- Users Email address

  • Timezone- This is used to correctly timestamp information relevant to the timezone the user is in.

  • Role- Users Role

  • Job Title- Users title eg field officer, payroll officer etc.

  • Work Phone Number- Users Work Phone number

  • Mobile Phone Number- Users Mobile Phone

  • Offices- Offices this user is assigned to.

  • Show in assignable list checkbox- Allows the user to be select in lists (checked by default)

Once the relevant information is entered click.

 

The User is now created!


Editing Users

Click on Admin Settings from the left-hand side navigation panel.

 

In the User Configurations section, click on Users. This will display a list of all the users within your site.

 

To edit user details, click on the Actions icon next to the user's name.

 

Select Edit from the drop-down box.

 

The Update User modal will appear.


Update the relevant information and click


The Users information is now updated!


Disabling Users

Click on Admin Settings from the left-hand side navigation panel.

In the User Configurations section, click on Users. This will display a list of all the users within your site.


If you wish to disable a user, navigate to the Enabled Users tab.


Identify the user and click the Actions button.


Select Disable from the drop-down box.

 

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This will create a prompt, click OK to disable the user. 


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The User will no longer have access to the Ready Recruit Product.


Enabling Users

If you wish to enable a disabled user, navigate to the Disabled Users tab. 

 

Identify the user you would like to enable and click the Actions button.


Select Enable from the drop-down box.


This will create a prompt, click OK to Enable the user.

 

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The User will be able to access the Ready Recruit product again!

 

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