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. The number of premium users depends on your plan: the Free forever plan is single-user, Core supports up to 2 premium users, and Plus has no limit. All paid plans can add unlimited hiring managers. 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
- User roles
- Adding new users
- Removing users
- Editing users
- Switching users
- Testing assessments
- Transfer ownership
- 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 |
|
|
|
|
| Edit Plan details |
|
|
|
|
|
Add/Remove Admins |
|
|
|
|
| Add/Remove Recruiters |
|
|
|
|
| Add/Remove Hiring managers |
|
|
|
|
| Create assessments |
|
|
|
|
| Enable ATS |
|
|
|
|
| Invite candidates |
|
|
|
|
| Customize invitation emails |
|
|
|
|
| Copy candidate's assessment link |
|
|
|
|
| Send reminders to candidates |
|
|
|
|
| Review results |
|
|
|
|
| Comment and rate results |
|
|
|
|
| Download results |
|
|
|
|
| Send results to candidates |
|
|
|
|
| Reject candidates |
|
|
|
|
| Delete candidates |
|
|
|
|
| Create custom tests |
|
|
|
|
| Edit custom tests |
|
|
|
|
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.
|
|
Click on your user name in the top right
corner and click on Team management |
|
|
Click the Add user button found at the top right corner of the page. |
|
|
Pick the role and fill in user details from the popup that appears. |
|
|
Click Invite. 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
|
|
Click on your user name in the top right corner and click on Team management |
|
|
Click the |
|
|
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
|
|
Click on your user name in the top right corner and click on Team management |
|
|
Click the |
|
|
Change the role or other user details from the popup that appears. You can change their role, first and last name, and email address |
|
|
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. |
Switching users
|
|
Click on your initials in the top right corner and click on Settings and then on Profile. |
|
|
Scroll to the bottom. Choose Switch Account and type in your email address. |
|
|
Tick the box agreeing to lose all data in your current account. |
|
|
Click Leave account to finish. |
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 consider feedback and edit your assessment before inviting external candidates.
|
|
Navigate to the relevant overview page. |
|
|
To take the assessment, select the "Try yourself" option. This will send an email invitation to take your assessment. |
|
|
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:
|
|
Click the |
|
|
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?
The Free forever plan is a single-user plan, which means only one user should be in the account. Core supports up to 2 premium users, and Plus has no limit. The Core and Plus plans ,can add unlimited hiring managers.
- On the Core plan, you can have up to 2 premium users (owners, admins, or recruiters) who have full access to create and manage assessments and spend credits.
- On the Plus plan, there is no limit to the number of premium users you can add.