Configure access to Recruitment for an agency user

  1. Go to Recruitment > System Tools > Users. A screen showing a list of users displays.

  1. 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.
    • 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.

  2. 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.

  3. At the bottom of the screen, select Save.