Adding and managing users

Adding users to Lever is the first step to getting your recruitment team as well as your broader organization involved in your hiring initiatives. Readers of this article will learn about:

• Adding users
• Managing and deactivating users
• Best practices for adding and managing users

Before proceeding, we recommend that you read our help article on the different levels of user access in Lever, so you can select the appropriate access roles when adding users to Lever. For a demonstration of how to add users to Lever, jump to the video at the end of this article.

Adding users

To add a user to Lever, first note that you must have Team Member access or higher.

• 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.
• 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

• Configure additional permissions for the user
  • If adding a user with Limited Team Member access...
    • Specify the parameters for the type(s) of job postings the user should have access to
  • If adding a user with Limited Team Member access or higher...
    • 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 data export access (if applicable), and specify which data sets the user should be able to export. 
    • Enable the ability to perform bulk candidate imports (if applicable). To learn more about this capability, refer to our bulk candidate import help article.
  • If adding a user with Admin access or higher...
    • Enable the user's ability to change other users' Sensitive Information Privileges (if applicable)
• Click the Next Step button
• If adding a user with Limited Team Member access or higher...
  • Associate the user as 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 Users list. In the user profile editor, you can modify the user's information (including linking their user profile to an existing candidate profile), access level, permissions, 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

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.

Video walkthrough

Note: the above video shows a version of the user management interface as it was prior to the release of the 'Job title' and 'Reports to' user profile fields. We are working on updating this video to reflect the latest platform updates!