The first point of the step is how to add new users to the app Zoho Recruit. Quite simple really. Just follow these compulsory steps foremost, then you are good to go.

Name, email address, role and profile must be added by The Administrator to create the user's profile. An email invitation will be sent automatically to the user's email as provided by the administrator once added. Other details such as numbers, address, website and etc. can also be filled after adding the user. The user can now accept the invitation by clicking the "Access" link within 7 days of receiving it via email.

Afterwards, there are two different sequences that need to be determined the users position to proceed with the process - user is new to Zoho and does not have an account - and - user already has an account with Zoho but does not have a Zoho Recruit account.

So if you are completely new to Zoho, meaning you do not have both Zoho and Zoho Recruit accounts, then you are required to sign up and create an account with Zoho. How? By clicking the access link in the email, the user will be redirected to the sign-up page. Once created, click the Continue signing button. The user then has to confirm the email address by accessing the link that has been sent in the Confirmation email.

If the user already has an account with Zoho, but doesn't have a Zoho Recruit account however, then the user should only click the Continue Signing in button after accessing the link in the email. The user will be logged into the Zoho Recruit account that is associated with the company's account once accessing.

Now when that's done, you can now add users. First of all, you are required to log into Zoho Recruit with the Administrator privileges. You can also access this feature if you have permission to Manage Users.

Next is to go Setup > Users & Control > Users. Here you can find the Users Page is click +Add New User.

On this page, it is required for you to enter the required details such as Full Name, Email, Role, Profile and Territory.

Finish? Click Save. The system will send an invitation to the user's email address. and only when the user accepts the invitation, will the status of the user change to Confirmed.

Here you need to identify the user either they are categorized in cooperate or staffing section. These are the lists of roles and profiles that you can find along the way;

Staffing Edition

Roles

Recruiter Admin - Can view all organizational data, irrespective of data sharing rules and module access.

Recruiter - Can view data that belongs to them but not other users (If modules are set to private)

Guest - Can view all organizational data (Similar to admins)

Interviewer - Only able to see data created by or related to them. If the user is the assigned interviewer, then they can view the candidate record and the job opening associated with the interview.

Client Administrator -[Client portal] Can view all job openings related to their Client ID from their portal account

Client Interviewer - [Client portal] Can view job openings under their Client ID for which they are the assigned interviewer

Profiles  

Administrator - Complete control over hierarchy setup and data permissions across the organization

Standard - Can manage end-to-end hiring processes in the organization

Guest - Can only make interview decisions scheduled for them and log activities (notes) to any data

Interviewer - Can only make interview decisions scheduled to them

Client Administrator - [Client portal] Can create job openings and submit feedback (notes) for all records

Client Interviewer - [Client portal] Can submit feedback for the records assigned to them

Corporate Edition  

Roles  

Recruiter Admin - view all organizational data irrespective of data sharing rules and module access

Recruiter - Can view data that belongs to them but not other users (if modules are set to private)

Hiring Manager - Can view candidate and job opening data, access referrals, and submit interview feedback (if they are an interviewer)

Employee - Can view referrals and notes

Profiles  

Administrator - Complete control over hierarchy setup and data permissions across the organization

Standard - Can manage end-to-end hiring processes in the organization

Hiring Manager - Can create jobs, review submitted candidates, and add notes

Employee - Can create referrals and submit interview feedback (if they are part of the interview process).

Have you identified the user's roles and profile? If yes, now you can assign the respective roles in your organization. If you happen to have access to the Administrator profile, you will also have access to all the data irrespective of the role assigned to the user. To assign roles to the users, follow these steps;

1. Navigate to the Settings page.

2. Select Users & Permissions.

3. Select Users tab. The Users page appears.

4. Select the required user.

5. Select the specific Role from the Choose Role drop-down. A confirmation dialog is displayed with Yes/No button.

6. Click Yes to update the changes.

That's it! As easy as ABC.

The last step in this how-to article is assigning different profile permissions to the new added users. Profiles in Zoho Recruit help you define permissions for a set of users. For example, the permissions required for a person from the Sales team might be different from the permissions required by a person in the Marketing team.

There are two profile permissions that are provided as default. You can only change the permissions for the module and no other customization is possible. The two default profiles are Administrator Profile - has access to all the features in the Zoho Recruit account. The other is Standard Profile - This profile has limited access to the features in Zoho Recruit account.

To make the process of managing profile permissions easier, the permissions have been grouped in such a way that you will have no problem in customizing them as needed. You can enable or disable permission in a single click rather than having to go through the hassle of disabling each checkbox. With instant saving, you wouldn't have to worry if you lose any of your progress.

Basic permissions

Advanced permissions

Permissions like Import/Export, Send Email, Tool and other advanced permissions can be enabled only when their pre-requisite is enabled. For instance, a user can send Mass Email only when Send Email permission has been enabled for that profile. This makes sure that users can't exceed their permissions.

Import / Export Permissions