How to create different users in the ATS portal?

Modified on Sat, 1 Apr, 2023 at 2:25 AM

To access the Zappyhire ATS portal, you must first register as a user. Zappyhire allows you to add users, assign roles and permissions. The permissions given to different users depends on the roles assigned to them. Once a user is added, the user will receive an email with the login credentials. The user can login to the ATS with these credentials. 


To view or manage users, go to on  Settings > User Management displayed on the left menu bar. Only users with an administrator role can access the User management. 


To create a new user:

 

Step 1: Login to the ATS portal and go to Settings > User Management.


Step 2: Under Create new user, enter personal information such as name, email address, date of birth, gender, timezone, phone number, reporting manager and professional details such as entity, business unit, department, locations and calendar link(optional).    


Step 3: Select the roles of the user. You can assign a user one or more roles. For eg, a user can be a Hiring manager and an interviewer. Based on the roles selected, the related relevant permissions will be displayed below. After selecting the permissions you would like to assign to the user you may proceed with the final step.

  

Step 4: On the top right click on Create.


You can find all the created users in the user list on the left side. You can filter out users based on the roles assigned to them from the drop down displayed above the list of users. You can also search for a user by their first name or last name. 


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