Learn how to quickly and efficiently create users in A-Suite, tailored to their roles and statuses.
Creating a new user in A-Suite is a straightforward process that helps you onboard candidates, leads, and team members efficiently. This guide will walk you through the steps to create a user, define their role, and set up additional options like welcome emails or training enrollments.
Video Walkthrough:
Step-by-Step Instructions
- Access the Create Button
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Navigate to the upper right-hand corner of the A-Suite dashboard.
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Click the Create button, and from the dropdown menu, select User.
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Enter Basic Information
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Fill out the basic information for the user you’re creating.
- Each type of user may require different fields. For Example, Team Members require Job and Location, while Candidates require Position Openings and Recruiters
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Required fields are marked with a red asterisk (*). These vary based on the user type.
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Each type of user may require different fields. For Example, Team Members require Job and Location, while Candidates require Position Openings and Recruiters
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- Click "Create User":
- Once all necessary information is filled out, click the "Create User" button at the bottom of the screen.
- Once all necessary information is filled out, click the "Create User" button at the bottom of the screen.
- Additional Setup:
- Depending on the user status/type you've selected for the new user, there will be additional setup options that pop up in a new window, over the newly created profile. You can take action on them now or close the window to view the new profile. These actions can be taken at a later time through the profile.
- Lead Status: Send Welcome Email
- Candidate Statuses (Active, Hold, Rejected): Send Welcome Email, Send Welcome Text, Enroll In Training
- Team Member Statuses (Full Time, Part Time, On Leave, Contracted): Send Welcome Email, Enroll in Training, Configure Visibility
- Depending on the user status/type you've selected for the new user, there will be additional setup options that pop up in a new window, over the newly created profile. You can take action on them now or close the window to view the new profile. These actions can be taken at a later time through the profile.
Additional Info/Troubleshooting Tips:
•Editing User Profiles: After creation, any information can be updated by accessing the user profile and clicking the edit (pencil) icon.
•Common Errors: Ensure all required fields marked with a red asterisk are filled out to avoid errors during creation.