How to manage users and roles in a company account

When your company hires with Get on Board, your company account works as a shared workspace for recruiters, admins, and billing contacts. Each team member signs in with their own email, and admins manage access from Members and groups in the company dashboard.

Roles and access levels

  • Account owner: full access, including company profile and role management.
  • Billing owner: can purchase subscription plans and review invoices.
  • Recruiter: can create job posts, manage applicants, and access Insights Pro. Use the job posting setup guide to draft a clear role.
  • Recruitment Partner: can access jobs and manage applicants.
  • Insights Pro: only has access to the Insights Pro section.

Only admins can invite members, change roles, and remove access. There is no limit to the number of users or admins you can add.

Invite a new member

  1. Go to Members and groups.
  2. Enter the person’s email.
  3. Choose Send invitation and select their role.

Join a company account

  1. Open the invitation email and select Accept invitation and create my account.
  2. Complete the registration form.
  3. Sign in to access the company dashboard.

If you don’t see the invitation, check spam and allow emails from Get on Board.

Change a member’s role or reassign admin access

Admins can update another member’s role from Members and groups. Use this when you need to make someone an admin, move billing access to another person, or reduce a member’s permissions.

  1. Go to Members and groups.
  2. Find the member whose access you need to change.
  3. Open the role selector and choose the new role.
  4. Confirm the change.

You cannot change your own role from this list. If you are the only admin and need to leave the account, invite another person first and give them an admin role.

Remove a member or cancel an invitation

Admins can remove users or revoke invitations from Members and groups.

Each company must have at least one admin. If the person you want to remove is the only admin, invite someone else first and reassign admin access.

How many users can I add?

There is no user limit. Invite your entire recruiting team so each person can manage their own work without sharing credentials.

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