Configure access to Recruitment for an agency user
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Go to Recruitment > System Tools > Users. A screen showing a list of users displays.
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At the bottom of the top pane, select New Agent. Complete the fields on the left-hand side of the screen, using this table as a guide:
Field Description Forenames Enter the agent's forenames. Surname Enter the agent's surname. Email Enter the agent's email address. Manager Select to make the agent a recruitment manager. Username Enter a username for the agent. They use this to Sign in to Recruit.Password Enter a password for the agent. They use this to Sign in to Recruit. Confirm Password Enter the agent's Recruit password again. Where Clause Allows you filter records using a specific criteria. To give the agent access to:-
All vacancies, leave the where clause blank.
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Certain vacancies only, add a where clause including the appropriate vacancy ID(s) (for example, id-in-(‘10065’)-OR-id-in-(‘10762’).
Site Select an option from the dropdown to give the agent access to vacancies on a specific site only. To configure a site, go to System Tools > Lookup Tables. Media Source Select an option from the dropdown to give the agent access to vacancies linked only to a particular media source. Active Select to make the agent active. -
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To allow the agent to perform recruitment activities or access certain system areas, navigate to the right-hand side of the screen and select each activity/area.
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At the bottom of the screen, select Save.