You can invite other employers into your project as members. This can be helpful to collaboratively manage any aspect of the project such as match requests, or teams.
General
Adding members
There are several methods available to add other members to your project:
Invitations - often the easiest way to bring in in new members at any given time is simply be email invitation.
Member requests - if you would like employers to request access to your project on their own while you manage the requests and approve or decline who gets let in.
Magic link - if you want to add members as quickly as possible, you will be able to send out a magic link to those you want to add and all they have to do is click the link to get started.
Roles
As a project administrator, you may add and manage custom roles to assign to your members. These roles allow you to determine all possible permissions a group of members have within the project and what actions they are permitted to take.
How To
Adding a member via invite
You can invite an employer to join your project with these steps:
Navigate to your project.
Click on the "Members" tab.
Click on the "+ Invite" button.
Enter the email or emails of the employers you want to invite.
Enter the role you want them to have within the project. Only applicable if custom roles exist.
Click "Submit"
View member invites
If you wish to view all existing member invites issued for your project:
Navigate to your project.
Click on the "Members" tab.
Click on the "Invites" tab
Delete a pending invite
If you wish to cancel or delete a pending invite for a member:
Navigate to your project.
Click on the "Members" tab.
Click on the "Invites" tab.
Click on the delete icon next to the invite you wish to delete.
Accept or decline a member request
To accept or decline a member request, either click the notification you received to view the request, or:
Navigate to your project.
Click on the "Members" tab.
Click on the "Requests" tab.
Select on the request you would like to accept or decline.
Accept or decline the request.
Add members via magic link
With a magic link, you can pass it out to colleagues or trusted users who want to join your project. They can simply click the link and will be added as an member on your project.
Magic links are disabled by default, but to enabled it, follow these steps:
Navigate to your project.
Click on the "Settings" tab.
Select the "Employers" tab under "Members".
Check the “Enable magic link” checkbox
Click "Submit" to save this setting.
You can now pass out the magic link URL.
Magic links are great for ease of use, but remember that anyone who has this link can join your project, so make sure to share it wisely. If you do get in to trouble with it, you can always disable it or rotate it (see below).
Rotate a magic link
If you believe your magic link has gotten into the wrong hands, but want to continue using it as a feature, you can rotate or change your link by following these steps:
Navigate to your project.
Click on the "Settings" tab.
Select the "Employers" tab under "Members".
Click on "Generate" under the "Generate new link" section.
Rotating your link will render your previous link invalid and you will need to pass out your newly provided link provided in the magic link URL.
Edit a member
To edit a member:
Navigate to your project.
Click on the "Members" tab.
Click the edit icon next to the member you wish to edit.
Make any modifications you wish to make and then click "Submit" to finish editing.
Delete a member
To delete a member of a project:
Navigate to your project.
Click on the "Members" tab.
Click the delete icon next to the member you wish to delete.
If you delete the primary member for the project, one will be automatically selected from the remaining members.