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Adding, Editing, & Deactivating Users

  • Updated

Managing Users

Hiring Administrators have the ability to add, deactivate, and manage access for all users directly from the Settings page. To access your Settings, click the gear icon in the upper right hand corner of the screen. The gear icon is always visible and accessible from any page within the Talent Dashboard.

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Next, locate the Users section on the Settings page and click Start Now.

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On the Users dashboard, you will see the searchable list of all users, assigned access levels, and status (i.e., Active, Deactivated, or Pending). Here, you can filter users by status, last name, or structure (if applicable).

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Adding a New User

To add a new user, simply click ADD USER. In the pop-up window, enter the user's name and email address and select the user type.

If the new user is a Hiring Representative, select the appropriate level of structure within your company. Remember, Hiring Representatives will be able to view all jobs assigned within their direct hierarchy, and all of the assessment reports assigned to their level or below. Hiring Administrators will always be assigned to the top/parent level of structure and have global account access.

After you've entered the requisite user information, click SAVE.

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Once you click SAVE, an automated account activation email will immediately be sent to the new user. If needed, you can resend the account activation email from the Users dashboard by clicking Resend Invitation.

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The user's account status will show as Pending until the user has activated the account. Once the user has created a password and logged into the Talent Dashboard, the user status will automatically update to Active.

Note: Each user must have a unique and valid email address. If an email address that has already been taken is entered for a new user, the below error message will appear. If this happens, please use a different email address to create the user account, or if the email address belongs to this new user, instruct them to use the Forgot Password? link on the login page.

 

Editing Users

To edit a user's information, select Edit User next to the name of the user.

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A pop-up window similar to the one used to add a user will appear. 

From the Edit User window, you will be able to:

  • Edit the user's first and last name.
  • Update the user's email address.
  • Change the user role (Hiring Administrator or Hiring Representative).
  • Reassign a Hiring Representative to a different structure entity.

 

Activating or Deactivating Users

Users can be deactivated or reactivated via the Edit User pop-up window. To deactivate a user, select Deactivate and then SAVE. Deactivated users will no longer have access to OutMatch Assessment nor will they receive notifications for completed assessments. Deactivating a user will not affect incomplete assessments.

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Still Need Help?

If you still have questions about your account, please contact OutMatch Support at support@outmatch.com. Please include:

  • Your first name and last name
  • Organization
  • 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. 

 

 

 

 

 

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