Hellobharadwaj at 13:09, 8 August 2025

2025-08-08T13:09:31Z

← Older revision		Revision as of 13:09, 8 August 2025
Line 1:		Line 1:
	= How to Set Up a New User in Tobu =		= 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 ~~and~~ set a basic access level~~. Customizing detailed access roles will be covered in a separate article~~.		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 ==		== Default Access Levels in Tobu ==
	By default, Tobu offers four access levels:		By default, Tobu offers four access levels:
	* Administrator – Full permissions, including adding new users, viewing company-level reports, and configuring access roles.		* 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.		* Recruiter – Can perform most standard functions like searching resumes and managing candidates.
	* Interviewer and Manager roles can be customized~~, but for this~~ article~~, we will focus on inviting users as either Administrators or Recruiters~~.		* Interviewer and Manager roles can be customized in a separate article.

	== Step 1: Open the Invite User Menu ==		== Step 1: Open the Invite User Menu ==
	* On the left-hand side menu, click on '''Invite User'''.		* On the left-hand side menu, click on '''Invite User'''.
	* This will open the invitation interface ~~where you can add a teammate~~.		* This will open the invitation interface.

	== Step 2: Enter the Teammate’s Email ==		== Step 2: Enter the Teammate’s Email ==
Line 17:		Line 17:

	== Step 3: Assign an Access Level ==		== Step 3: Assign an Access Level ==
	* ~~Before sending the invitation, select~~ the user’s access level.		* Select the user’s access level (either '''Administrator''' or '''Recruiter'''). By default, new users are set as Recruiters.
	* You can choose either '''Administrator''' or '''Recruiter'''. By default, ~~the system sets~~ new users as Recruiters.

	== Step 4: Send the Invitation ==		== Step 4: Send the Invitation ==
	* Click on '''Send Invitation''' ~~to invite the user~~.		* Click on '''Send Invitation'''.
	* The invited teammate will receive an email with instructions to join Tobu.		* 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 `abc@example.com`, 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 ==		== Additional Notes ==
	* Most users will be either Administrators or Recruiters. ~~Detailed~~ instructions on customizing and configuring access levels ~~will be covered in~~ the article '''[[Configure Access Levels for Different Roles in Tobu]]'''.		* Most users will be either Administrators or Recruiters. For detailed instructions on customizing and configuring additional access levels, see the article '''[[Configure Access Levels for Different Roles in Tobu]]'''.

Hellobharadwaj: Created page with "= 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 and set a basic access level. Customizing detailed access roles will be covered in a separate article. == Default Access Levels in Tobu == By default, Tobu offers four access levels: * Administrator – Full permissions, including adding new users, v..."

2025-08-08T13:07:27Z

Created page with "= 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 and set a basic access level. Customizing detailed access roles will be covered in a separate article. == Default Access Levels in Tobu == By default, Tobu offers four access levels: * **Administrator** – Full permissions, including adding new users, v..."

New page

= 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 and set a basic access level. Customizing detailed access roles will be covered in a separate article.

== 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, but for this article, we will focus on inviting users as either Administrators or Recruiters.

== Step 1: Open the Invite User Menu ==
* On the left-hand side menu, click on '''Invite User'''.
* This will open the invitation interface where you can add a teammate.

== 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 ==
* Before sending the invitation, select the user’s access level.
* You can choose either '''Administrator''' or '''Recruiter'''. By default, the system sets new users as Recruiters.

== Step 4: Send the Invitation ==
* Click on '''Send Invitation''' to invite the user.
* The invited teammate will receive an email with instructions to join Tobu.

== Additional Notes ==
* Most users will be either Administrators or Recruiters. Detailed instructions on customizing and configuring access levels will be covered in the article '''[[Configure Access Levels for Different Roles in Tobu]]'''.

Set-up-new-user-in-Tobu - Revision history

Hellobharadwaj at 13:09, 8 August 2025