Set-up-new-user-in-Tobu

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How to Set Up a New User in Tobu

This article assumes you are already a Tobu user and want to invite teammates—such as colleagues or managers from your company—into Tobu. We will cover how to send an invitation, set a basic access level, and what the invited user needs to do to accept.

Default Access Levels in Tobu

By default, Tobu offers four access levels:

  • **Administrator** – Full permissions, including adding new users, viewing company-level reports, and configuring access roles.
  • **Recruiter** – Can perform most standard functions like searching resumes and managing candidates.
  • **Interviewer** and **Manager** roles can be customized in a separate article.

Step 1: Open the Invite User Menu

  • On the left-hand side menu, click on Invite User.
  • This will open the invitation interface.

Step 2: Enter the Teammate’s Email

  • In the Invite a Teammate box, enter the email address of the colleague you want to invite.

Step 3: Assign an Access Level

  • Select the user’s access level (either Administrator or Recruiter). By default, new users are set as Recruiters.

Step 4: Send the Invitation

  • Click on Send Invitation.
  • The invited teammate will receive an email with instructions to join Tobu.

Step 5: Accepting the Invitation

  • The invited user will receive an email from Tobu indicating that they have been invited to join your company’s Tobu account.
  • They will need to open the email and click on the invitation link to accept.
  • Note: Each email account can only be associated with one Tobu user. For example, if you log in with `[email protected]`, that email can only be linked to one Tobu user profile.

Important: One-to-One Email Linking

  • If you want to link multiple email accounts to Tobu, each email must be invited as a separate user.
  • Ensure the invited user is not already logged into a different Tobu account when accepting the invitation.
  • If they are logged in as another user, they should log out first or use a different browser/incognito mode to accept the new invitation.

Additional Notes