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Team Management

1

Add New Memeber

Team Memebers can be managed from the Dashboard link in the left navigation panelTeam1 Pn
Only Admin users have access to add new team members. The Manage button will not appear if you do not have Admin privileges.
  • Click on Manage in the Users card & then on the Add User button in the next screen
  • Add in your new team members details including Full Name, email address and the role you want to give them.
  • User Role has full access to the site but cannot perform the following functions:
    • Add New Users
    • Upgrade/Change the Palantrix paid plans
    • Access to Billing Information - although an Admin can add specific non Admin users to receive Billing invoices if they so wish.
Team2 Pn
2

Edit User Details

Team4 Pn
  • You can Edit or Remove a User by clicking on the relevant icon in the User Management page.
  • This page can be accessed via Dashboard->Manage Users or by accessing https://app.palantrix.com/users
  • Only Admin users can access this page.

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Quick Tips

  • Manage all your team members in one place.
  • Create a team so that you can easily collaborate with each other around candidate submissions