Easily manage who has access to your JazzHR account from the People page, found under Settings.
From the People page, you can:
To add a new user to your JazzHR account:
- Click +Add Person.
- Enter his/her accompanying information, and select a Recruiting Role.
- Click Add Person.
To prevent someone who no longer needs access to your JazzHR account from logging in, deactivate him/her. Note that accompanying data will be maintained. To do so:
- Click the drop-down next to his/her user profile.
- Select Deactivate User.
Once someone has been added to JazzHR, you may need to edit his/her access level or profile settings. To do so:
- Click on the drop-down next to his/her name.
- Click Edit User.
- Click the pencil icon in the upper-right-hand corner to adjust profile fields.
Note that adjustments to the Preferences section (i.e. turning on Digests) must be done by each user themselves.
Groups allow you easily manage your users and their access to your jobs. Adding a group to a hiring team on your jobs lets you quickly add and remove users from accessing jobs.
To create a group:
- Click +Create Group
- Name your Group.
- Click Create Group.
- Check the boxes next to each user's name who you'd like added to the Group.
- Click Save Changes.
House outside contacts (e.g. vendors, clients, or team members who don't require full access to JazzHR) in the Contact Manager. Adding these people as contacts will allow you to add them to scheduled events and leave notes.
To add someone as a contact:
- Click Manage Contacts.
- Click +Add Contact.
- Enter accompanying information.
- Click Save Contact.
Which account should I add my user to if he/she requires Account Portal access?
When granting someone access to the Accounts Portal, add them as an Admin at the portal-level or on the parent account, rather than on one of the child accounts. Doing so will ensure they have access to all child accounts within that portal.
I'm trying to add a user, but the system is telling me his/her email address is already in use. What should I do?
This message indicates that this person is already associated with another JazzHR. We require every user profile to have a unique email address in order to avoid duplicate or spam users.
As a workaround, Gmail users can add him/her with an email alias. You can create this by using the original email address and adding a "+" with characters after it before the "@". So, for example, an email alias for email@example.com would be firstname.lastname@example.org
JazzHR will recognize this as a different address, thus allowing you to add this user, while still enabling all communication to go back to his/her inbox.
We can also remove him/her from the other account if he/she no longer needs access. If this is the case, please reach out to email@example.com with this person Cc'ed for confirmation.