How to Invite Colleagues to AgencyHub? How to Manage Team Access in Recruitee?

By assigning the correct roles and permissions, you ensure team members have the appropriate level of access while maintaining system security.

Adding a New Team Member

To invite a colleague:

1. Go to Settings → General → Team members

2. Click + New team member

3. Enter the required details

4. Assign the appropriate role and permissions

5. Save changes

Once the user logs in, check 📄 Agency Portal Settings Guide - Initial setup AgencyHub for the initial setup.

Modify existing user permissions

Within Recruitee

1. Go to Settings → General → Team members

2. Click the pencil under manage, next to the team member you'd like to edit.

3. Click show permissions.

4. Edit and save.

Agency specific

1. Open the Recruitee AgencyHub

2. Click AgencyPortal settings

3. Click Permissions

4. Use the drop down menu for editing AgencyPortal-specific permissions (tip: also review Chat & Communication settings).

Minimal Role & Permission Recommendations

To maintain security and clarity, assign the minimum permissions necessary.

Recruiters

Recommended permissions:

• Managing agencies access

• View master contracts

• Interact with agencies

Administrators

Recommended permissions:

• Full system access

• Managing master contracts

• Managing agencies access

Best Practices

• Regularly review and audit user access.

• Assign permissions based on responsibilities, not job titles alone.

• Remove or deactivate access promptly when team members leave or change roles.

Need Help?

If you require assistance, contact Recruitee support.