Users
Invite teammates, assign roles and offices, and control daily/weekly email summaries.
Path: Settings → Users
Admin and Owner manage users. The Owner role cannot be changed or removed by anyone else.
Invite a user
- Open Settings → Users.
- Add the teammate’s name and email and choose a role.
- Assign one or more offices if your account uses them.
- Send the invite. They join from the email link.
- If they never joined, use Reinvite.
Roles
| Role | Typical access |
|---|---|
| Owner | Full access, including billing, settings, and users. Role cannot be changed by others. |
| Admin | Same operational access as Owner for settings, billing, and users. |
| Manager | Own and office prospects. Can add/edit offices. No billing. Can create campaigns for owned/office prospects. |
| View Only | Read-mostly. Limited edits. No billing. Campaigns hidden from the nav. |
Daily and weekly email summaries
On the user row, turn daily or weekly email summary flags on or off. Those emails recap that user’s work; they are not the same as in-app or push notifications.
Connected mailbox icons
The users table shows whether a teammate has connected Google or Microsoft. Connecting still happens on that user’s Your Profile. Linking the mailbox to a sending identity happens on Settings → Identities.
Disable or notify
- Disable a user to revoke access without deleting history.
- Admins can send a manual notification to a user (it appears in their bell).
Common questions
Why can’t I change the Owner? Only the existing Owner relationship is protected; other roles can be updated by Admin/Owner.
A teammate connected Gmail but email still sends from HiringCenter. Connecting is not enough. An admin (or the assigned identity member) must link the mailbox on Settings → Identities.