👥 Users and Teams - Access Control
System Role: All User Roles
How to Access: Settings > Workspace Settings > Users and Teams
The Users and Teams section allows Workspace Admins to manage who has access to the platform and how they are grouped. It is divided into two parts:
Users – where you manage individual users and their roles.
Teams – where you organize users into logical groups.
👤 Personalize Your Workspace
At the top of the page, you’ll see the name of the logged-in user (e.g., John Doe). Click the ✏️ pencil icon to personalize your workspace name or label. This name is visible to users across the workspace.
🧑💼 Users
This is where Admins or authorized users can:
Invite new users
Assign roles to each user
Manage access (enable/disable/delete)
Monitor login activity
Organize users for team assignment
🔹 Invite Users
Click Invite User to add a new user to your Staffing Workspace. You’ll need to provide their:
Name
Email
Assigned role
An invitation will be sent via email.
🔐 User Roles
Each user must be assigned a role when invited. Roles define access permissions and functionality within the platform.
Available Roles:
Recruiter – Manages job postings, candidate outreach, and screenings
Account Manager – Oversees client relationships and job orders
Accounts – Handles invoicing, payments, and financial settings
External – View-only or limited access for third parties
Back Office – Supports compliance, onboarding, and HR documentation
Ops Admin – Oversees operations, user roles, and workspace controls
🔗 Learn more about each role in detail here: User Roles & Permissions
🔄 User Statuses
Each user has a Status shown on the dashboard:
Pending – Invitation sent but not yet accepted
Enabled – Active and has full access based on assigned role
Disabled – Access temporarily revoked; user cannot log in
Deleted – User permanently removed from the system
Admins can:
Edit a user (change role, info, etc.)
Resend an invitation (for pending users)
Delete a user (irreversible)
👨👩👧👦 Teams
Teams help you organize users based on how your organization works.
➕ Create a Team
To create a team:
Navigate to the Teams tab under Users and Teams.
Click Create Team
Add a name and assign users
📝 You must first create users before you can add them to a team.
💡 Why Teams Matter
Teams are useful for managing workflows, assigning tasks, or filtering dashboards. You can group users by:
🌎 Region (e.g., East Coast, West Coast)
🏢 Function (e.g., Sales, Operations, Payroll)
🤝 Client (e.g., dedicated teams per client)
🔍 Custom logic that fits your business
Pro Tip: Teams help streamline collaboration, reporting, and access control.
Need help setting up roles or teams? Chat with us anytime via the Jombone Support Messenger in your workspace.