🧭 How to Assign Users & Teams to a Client
Go to the Companies tab.
Locate the client and click the 3-dot menu (⋮).
Select Assign Users & Teams.
👤 Assign Users
Search by: First Name, Last Name, Phone Number, or Email.
Only active users (non-pending) from your workspace will be suggested.
👥 Assign Teams
Search by Team Name.
Only teams you have created will appear.
Teams must be assigned to the client before they can access jobs under it.
⭐ Set a Primary Account Manager
Select a Primary Account Manager (AM) using the dropdown in the modal.
The Primary AM has additional permissions (see below).
✅ All assigned Account Managers (Primary and Regular) get access to all job orders under the client by default.
🔐 Access Behavior
Role | Access to All Jobs | Notes |
Primary AM | ✅ Yes | Can assign/remove users & teams from client and jobs |
Regular AM | ✅ Yes | Can assign/remove users & teams at the job level only |
Community Recruiter | ❌ No | Must be added to each job manually |
AM Team Member | ✅ Yes | Inherits access to all jobs under the assigned client |
CR Team Member | ❌ No | Must be added to jobs individually, even if team is assigned to client |
🚫 Removing Users or Teams from Clients
Only the Primary AM can remove users/teams from a client. Here's how it works:
Permission | Primary AM | Regular AM | Effect |
Remove AM from Client | ✅ Yes | ❌ No | Removes the AM from all jobs under that client where they were added as a user |
Remove CR from Client | ✅ Yes | ❌ No | Removes the CR from all jobs under that client where they were added as a user |
Remove Team from Client | ✅ Yes | ❌ No | Removes the team from all jobs under that client where the team was added |
🔁 If a user is removed from a client, they lose access unless they're still part of a team that has access—and vice versa.