Adding and managing users

Adding users

To add a user to Lever:

• Navigate to Settings > Users
• Click the + Add New User button

• Input the name, email address and job title of the user you wish to add. Note that that user's email address must match the domain(s) associated with your organization's LeverTRM instance.
• In the 'Reports to' field, select the new user's direct manager from the list of users in your Lever environment.
  • For the LeverTRM Enterprise package or Advanced HR add-on, the individual listed in 'Reports to' field can approve postings, requisitions, and offers for the user by proxy. Learn more about this feature in our help article on approving job postings, requisitions, and offers by proxy.
• If the user you are adding was hired through Lever...
  • Search for their name in the field under the 'Link to candidate profile(s)' heading
  • Click Link this profile

• Click the Next Step button
• Select the appropriate access role for the user
  • The access role menu contains Lever's five pre-configured roles (Super Admin, Admin, Team Member, Limited Team Member, and Interviewer) as well as any custom roles that have been created for your Lever environment. To learn more about the latter, refer to our help article on creating and managing custom roles.

• Configure additional permissions for the user
  • If adding a user with a role provisioned with partial access via the 'Manage profiles and view associated postings' permission...
    • Specify the parameters for the type(s) of job postings and associated candidates the user should have access to
  • If adding a user with a role provisioned with the 'Manage profiles and view associated postings' permission...
    • Enable Sensitive Information Privileges (if applicable), and specify which secret objects, hired candidates, and/or job posting re-attribution capabilities the user should have access to. Check out our Sensitive Information Privileges help article to learn more.

• • • Enable the ability to perform bulk candidate imports (if applicable). The user must be assigned a role provisioned with the 'Manage profiles and view associated postings' permission in order to enable this capability. To learn more, refer to our bulk candidate import help article.
  • If adding a user with a role provisioned with the 'View Visual Insights reports' permission...
    • Enable data export access (if applicable), and specify which data sets the user should be able to export. 
  • If adding a user with a role provisioned with the 'View, edit, and create users in settings' permission...
    • Enable the user's ability to change other users' Sensitive Information Privileges (if applicable)
• Click the Next Step button
• If adding a user whose role contains the permission to 'Manage profiles and view associated postings'...
  • Associate the user as a follower on existing job postings so they can be notified about related activity.

• Click the Invite User button

Once invited, the user will be listed in the 'Pending Invites' section of your Users list. The invited user will receive an email which they can use to login to Lever.

Once the user has logged in to Lever, they will be listed under the 'Active Users' section of your Users list.

Managing and deactivating users

Once a user is active in Lever, you can manage their user profile by clicking their name in the user table on the Settings > Users page. You can use the filter next to the search bar to filter for users with a specific role.

In the user profile editor, you can modify the user's information (including linking their user profile to an existing candidate profile), access role and followed postings.

To deactivate a user, click the ellipses points aligned to the right of their name in the Users list and click Deactivate User. 

A warning will pop up to tell you that the user will be prevented from logging in. In addition, if the user is part of any approval chains, the warning will display which chains will require an update. To proceed, click the blue Deactivate User button. Once a user is deactivated, they will no longer be able to log into Lever.  

Reactivating users

Deactivated users will appear in grey in your company settings users list. To reactivate a user, click the ellipses [...] located on the right hand side of the user's information and select the + Reactivate user option from the dropdown menu. When asked 'Are you sure?', click the + Activate user button to confirm reactivation

Reactivating users assigned to a now-deleted custom role

If you reactivate a user that was assigned to a custom role at the time of they were deactivated and that custom role has since been deleted, the user will be without a role upon reactivation. They will have no permissions and will have no access to their Lever environment.

When reactivating a user that was assigned to a now-deleted role, be sure to assign them a role that currently exists as part of their reactivation.

Best practices for adding and managing users

Abiding by the following best practices will help to ensure a smoother user management experience.

Add all of your organization's employees to Lever

We recommend adding everyone in your organization to Lever with at least Interviewer level access so they can easily refer candidates and assist in the hiring process where needed.

Restrict Super Admin access

Given the complete degree of control associated with this role, we recommend that as few people as possible be set-up with this level of access. Typically a primary user such as a Talent Leader is given Super Admin access for day-to-day use, along with one to two users who can jump in as a back-up in the event the primary user is unavailable. 

Reach out to Lever Support for assistance with bulk user uploading

If you have a long list of users to add to Lever, our Support team is available to assist. Click the Submit a request button at the top of this page to get in touch.