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Managing your team

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Details about the available user roles and their related permissions

To help you divide the workload, you can add multiple users to your account, with different access levels. Our Free plan allows up to five total users per account, while paid plans can have as many users as they need. In this article, we’ll explain the offered user roles and the permissions included with each. This article is relevant to all TestGorilla account users.

In this article

  1. User roles
  2. Add users
  3. Remove users
  4. Edit users
  5. Transfer ownership
  6. Common questions

 

Team management and account-level permissions

The Team management tab, found in your User menu, is where you can manage your users. From here you can add or remove users, or edit their user role. If necessary, you can also transfer ownership of the account to an admin.

Note: Hiring managers do not have access to the Team management tab, as they are unable to grant permissions to any other users.

For information about assessment-level permissions, please refer to our article on Advanced user rights.

 

User roles

There are four user roles available for you to choose from:

  Account owner Admin Recruiter Hiring manager
Billing information yes no
 no no
Plan details yes yes yes yes

Invite and remove:

Admins

 yes no no no
Recruiters yes yes no no
Hiring managers yes yes yes no
Create assessments yes yes yes no
Enable ATS yes yes no no
Invite candidates yes yes yes no
 Customize invitation emails yes yes yes no
 Copy candidate's assessment link yes yes yes yes
 Send reminders to candidates yes yes yes yes
  Review results yes yes yes yes
 Comment and rate results yes yes yes yes
 Download results yes yes yes yes
 Send results to candidates yes yes yes yes
 Reject candidates yes yes yes yes
 Delete candidates yes yes yes no

 

Add users

To add a new user to your account, from the Team management tab:

blue-1 Click the Add user button found at the top right corner of the page.
blue-2

Pick the role and fill in user details from the popup that appears.

adddusers.png
blue-3

Click Save. TestGorilla will send an email invitation to your new user. They will need to follow the instructions in their account invitation to finish setting up the account.

 

To add a new user to your account, from the assessment overview page:

blue-1-1 Click the Invite team members button found in the banner at the top of the assessment overview page.
blue-2-1

Select the "add team member" option and fill in the user details

Screenshot_24.png
blue-3-1 Click Save. TestGorilla will send an email invitation to your new user. They will need to follow the instructions in their account invitation to finish setting up the account.

 

Remove users

To remove an existing user from your account, from the Team management tab:

blue-1

Click the MinusRemove icon to the right of the name of the user. 
blue-2 Click the Remove button on the popup that appears asking you to confirm their removal. The user will be removed from your account immediately.

 

Edit users

To edit a user’s role, from the Team management tab :

blue-1 Click the icon_editpencil icon to the right of the name of the user.
blue-2

Change the role or other user details from the popup that appears. You can change their role, first and last name, and email address
blue-3

Click Save to finish.

Any changes made will take immediate effect.

Note: If you change a user’s email address, they will receive an email to verify this.

 

Transfer ownership

Caution: Former owners cannot claim back ownership of the account. Only the new owner can decide to transfer ownership back, so be thoughtful when using this feature.

Account ownership can be transferred to any of your admin users. To do this, from the Team management tab:

blue-1

Click the icon_teamPeople icon to the right of the name of the Admin.
blue-2

Click Transfer ownership on the warning popup that appears, warning you of the changes that will be made to your account.

This change will take immediate effect, with the chosen admin becoming the new owner. The former owner will be downgraded to an admin.

Note: If your account owner has left your company and is unable to transfer ownership, contact our success team who will be able to assist you with transferring ownership to another user.

 

Common questions

How can I transfer ownership to myself if the account owner has left the company?
 If your account owner has left your company and is unable to transfer ownership, contact our success team who will be able to assist you with transferring ownership to another user.

How many users can we have in our account?
 Free plans are limited to five users, but all other plans can have as many users as they want in all roles, except Owner — there can only be one owner. 

 

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