Hiring Administrators have the ability to add, delete and manage access for all users within a specific account directly from the Settings screen. Click the "gear" icon in the upper right to access the Settings screen.
On the Settings screen, locate the Users section and click 'Start Now.'
On your Users dashboard, you will see a list of all users, their role, their assigned structure level, and their status (e.g., Active or Deactivated). If you have chosen to filter your Users by status, you will only see the Users in that status on your screen.
To add a user, click on 'ADD USER.' A pop up window will appear. Enter the user's personal information, select a role, and assign the user to the appropriate level of structure.
When assigning a Hiring Representative to a specific level of structure, consider what type of access that user needs. Users can view all the surveys and jobs that are assigned to their structure level as well as all of the surveys and jobs in the structure levels below.
Hiring Administrators always have global access.
Once you click 'Save', the user will immediately be sent an automated account activation email. If needed, you can resend the account activation email from the Users dashboard.
The user status will show as 'Pending' until that user has set a password and thus, created an account. Once an account has been created, the user status automatically updates to 'Active.'
Note: The same email address cannot be linked to multiple accounts. This means that an email address can only be used once to create an account. If you try to add a user with an email address that has already been taken, you will receive an error message. If this happens, please use a different email address to create the user account.
Select 'Edit User' next to the name of the user you wish to edit on the Users screen. A pop up window similar to the one used to activate the user will appear.
From here, you will be able to:
- Change the user's name.
- Change the user's email address before the account has been created. Please Note: You cannot change a user's email address once the account is 'Active.' You can only change a user's email address while the user is in 'Pending' status.
- Change the role of the user.
- Change where the Hiring Representative resides within Account Structure.
Users can be deactivated via the 'Edit' pop-up as well. To deactivate a user, select 'Deactivate' and then Save. Deactivated users will no longer be able to access OutMatch Assessment nor will they receive notifications for completed assessments. Deactivating a user will not affect candidates.
Still Need Help?
If you still have questions about your account, please contact OutMatch Support at email@example.com. Please include:
- Your first name and last name
- And a detailed description of your question
Our business hours are Monday through Friday, 8:00 AM to 6:00 PM Central Time. We try to respond to all requests the same day if the request is received by 3 PM Central Time.