Set-up-new-user-in-Tobu: Difference between revisions
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(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...") |
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= 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 | 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 | * **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 | * 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 == | ||
* | * Select the user’s access level (either '''Administrator''' or '''Recruiter'''). By default, new users are set as Recruiters. | ||
== Step 4: Send the Invitation == | == Step 4: Send the Invitation == | ||
* Click on '''Send Invitation''' | * 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 `[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 == | == Additional Notes == | ||
* Most users will be either Administrators or Recruiters. | * 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]]'''. | ||
Latest revision as of 13:09, 8 August 2025
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
- 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.