How can I add users?
In the Free Edition, you can add upto 3 users. In the other Editions, the number of users that you can add is based on the user licenses purchased. However, in the Free Edition you can create only Administrator users. You cannot create Standard Users, as in the Free Edition only the Administrator profile is available.
Types of Users
Recruiter Admin: With the Admin access, users can add, edit and delete the data.
Recruiter: Users with Recruiter access can only add and edit the data.
Interviewer: With Interviewer access, users can only view the interviews assigned to them and the related data. This option is available only in the Internal Recruitment module.
Guest: Users with Guest access can only view the data.
Important steps in adding a user:
- The Administrator adds a user by providing some basic details like name, email address, role and profile.
- Once added, the system automatically sends an email invitation to the user's email address provided by the administrator. You can add other details such as phone numbers, address, photo, fax, website, date of birth, language, etc. after adding the user.
- The user accepts the invitation by clicking the Access link in the email within 7 days of receiving it.
- After accepting the invitation, the user completes any of the following, whichever is applicable:
- User is new to Zoho and does not have a Zoho account:
- After clicking the access link in the email, user will be redirected to the Sign up page.
- User will sign up and create an account with Zoho.
- On creating the account, user should click the Continue signing in button.
- The user has to confirm the email address by accessing the link sent in the Confirmation Email.
- User already has an account with Zoho, but does not have a Zoho Recruit account:
- After clicking the access link in the email, user should click the Continue signing in button.
- The user will be logged in to the Zoho Recruit account that is associated with the company's account.
- User is new to Zoho and does not have a Zoho account:
To add users:
- Log in to Zoho Recruit with Administrator privileges.
Users with Manage Users permission in the profile can also access this feature to add users. - Click Setup > Users & Permissions > Users.
- In the Users page, click Add New User.
- In the Add New User page, enter the following details:
- First Name & Last Name - It is mandatory to enter the Last Name.
- Email - Enter the user's valid email address that is not already used to create a Zoho Recruit account. An invitation will be sent to this email address.
- Role - Choose the role of the user in your organization.
- Profile - Choose a profile that defines the access rights in Zoho Recruit account for the user.
You can add other details like phone numbers, address, photo, fax, website, date of birth, language, etc. after adding the user.
- Click Save.
The system sends an invitation to the user's email address. When the user accepts the invitation, the status of the user will be changed to Confirmed.