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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. Adding new users
  3. Removing users
  4. Editing users
  5. Testing assessments
  6. Transfer ownership
  7. 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 roles. 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
Edit Billing information yes no
 no no
Edit Plan details yes yes yes yes

Add/Remove Admins

 yes no no no
Add/Remove Recruiters yes yes no no
Add/Remove 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

 

Adding new users

You can add, remove and edit users on your account from the Team management tab.

New users simply need to click on the invitation sent by you. They should not create an independent account with their email address, otherwise you won’t be able to add them.

blue-1 Click on your user name in the top right corner and click on Team management
blue-2 Click the Add user button found at the top right corner of the page.
blue-3 Pick the role and fill in user details from the popup that appears.
blue-4 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.
Note: You can also add new team members from individual assessment pages by clicking on Invite team members then Add team member and following step 3-4 from the above instructions.

 

Removing users

blue-1 Click on your user name in the top right corner and click on Team management
blue-2 Click the MinusRemove icon to the right of the name of the user. 
blue-3 Click the Remove button on the popup that appears asking you to confirm their removal. The user will be removed from your account immediately.

 

Editing users

blue-1 Click on your user name in the top right corner and click on Team management
blue-2 Click the icon_editpencil icon to the right of the name of the user.
blue-3 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-4 Click Save to finish.
Note: Any changes made will take immediate effect. Also, if you change a user’s email address, they will receive an email to verify this.

 

Testing assessments

Want to test out your assessments before inviting external candidates? Not to worry! 

Upon creating an assessment, you can invite yourself or other team members added to your TestGorilla account to take it. This will allow you to experience the assessment process as a candidate would - and allow you to take feedback into consideration and edit your assessment before inviting external candidates.


blue-1 Navigate to the relevant assessment overview page.
blue-2 To take the assessment, select the "Try yourself" option. This will send an email invitation to take your assessment.
blue-3 To invite team members select the "Invite team members" option, select all of the members you would like feedback from, and click “Send invitations”. This will send them email invitations to take the assessment.
Tip: Take this opportunity to customize your email communications! Invitations and other email communications sent to yourself or other team members are the same as those a candidate receives - and can be personalized for each assessment.

 

 

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