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Add, edit, import, or deactivate user accounts

Henrique Bittencourt
Updated

Add, edit, import, or deactivate user accounts

Client Administrators, can add, edit, import, or deactivate user accounts in Hirevue. Specifically, client administrators can:

  • Add/import new user accounts during implementation.
  • Add/import users to the system as necessary after implementation.
  • Edit users as necessary after implementation.
  • Deactivate users who should no longer have access to Hirevue. Users can only be deactivated in Hirevue; they cannot be deleted.

When you add a new user to the system, Hirevue automatically sends them an email with instructions on how to create their password and information to access training resources.

Note: If your application is configured to use Single Sign On (SSO), no email will be sent to the user, as they will authenticate via your SSO provider.

Procedures

Add a single user

Use this procedure to add users to Hirevue. You do not need to add users with the role of Hiring Manager, as they are automatically added to the system when recruiters invite them to candidate interviews or when interviews are forwarded to them.

To add a single user to Hirevue:

  1. Click the user menu (your name) on the main Hirevue menu bar.
  2. From the drop-down menu, select Settings > User Management.
  3. Click Add User.

  4. Open the file and add the required and optional information about each user that you want to add.

    Required

    Client

    (Only appears if you have access to multiple applications in a parent/child application structure.) Application to which you are adding the user. The application that you are working in is automatically selected. Click the drop-down arrow to select an alternate application.

    First Name/ Last Name

    Name used to identify the user in the application. This name is also used to address the user in system-generated emails.

    Email

    Email address of the user. A user's email address is their unique identifier and can only be used once in the application.

    Optional

    Contact Information

    (Phone, Mobile Phone, Address, City, State/ Province/ Region, Zip, and Country). Contact information for the user.

  5. If the Roles field is visible, then from the drop-down list select the role that you want to assign to the new user (typically Recruiter).
  6. If the Groups field is visible, then from the drop-down list select the group(s) that you want to assign to the new user.
  7. Click Save & Add User.
     

Edit user

Use this procedure to edit users.

To edit a user:

  1. Click the edit icon next to the user's name.

  2. Edit the required and optional information about each user that you want to change.

    Required

    First Name/ Last Name

    Name used to identify the user in the application. This name is also used to address the user in system-generated emails.

    Email

    Email address of the user. A user's email address is their unique identifier and can only be used once in the application.

    Optional

    Contact Information

    (Phone, Mobile Phone, Address, City, State/ Province/ Region, zip, and country). Contact information for the user.

    Department

    Department name.

    External ID

    The external ID of the user.

  3. If the Roles field is visible, then from the drop-down list select the role that you want to assign to the new user (typically Recruiter).
  4. If the Assigned Groups field is visible, then choose a new group from the drop-down.
  5. Click Save Changes.
     

Import multiple users

To import multiple users to Hirevue

  1. Click the user menu (your name) on the main Hirevue menu bar.
  2. From the drop-down menu, select Settings > User Management.
  3. Click the action menu and then from the drop-down list, select Import Users.

  4. Open the file and add the required and optional information about each user that you want to import.

    Required

    First Name/ Last Name

    Name used to identify the user in the application. This name is also used to address the user in system-generated emails.

    Email

    Email address of the user. A user's email address is their unique identifier and can only be used once in the application.

    Optional

    Contact Information

    Phone, Mobile Phone, Address, City, State/ Province/ Region, Zip, and Country

    Role

    Role that you want to assign the user, if other than Recruiter. If all users will be assigned the role of "Recruiter", leave blank.

    Note: If assigning a role other than Recruiter, the role name must be one word (e.g., ClientAdministrator, HiringManager, Custom3, etc.).

    Other Information

    If applicable to and configured for your environment, enter the Groups, Department, and ExternalId that relate to the new user.

  5. Save the RecruiterTemplate as a .csv file.
  6. Close the .csv file and then return to the Users window in your HireVue application. Click Import.
  7. Select the file on your computer, and then click Open.
  8. If the import:
    • Succeeds, then the imported users appear on the Users page.
    • Fails, then the import stops, and an error message appears, notifying you of the import errors and where they are located. Fix the errors, save the template, and then re-import the .csv file.
  9. When finished, select OK.

Deactivate users

Users cannot be deleted from Hirevue; they can only be deactivated within the system. Client administrators can view and re-activate deactivated users at any time.

To deactivate users within Hirevue

  1. Click the user menu (your name) on the main HireVue menu bar.
  2. From the drop-down menu, select Settings > User Management.
  3. On the Users page, select one or more users that you want to deactivate.
  4. Click the action menu and then from the drop-down list, select Deactivate User.