Easily add your colleagues to help manage your external workforce! Collaborating on talent acquisition processes and project assignments is easy in Shortlist- review the information below to understand how to invite & manage your internal team members.


TABLE OF CONTENTS


Team members can be given full access to everything on the platform, or specific roles for each module - the choice is yours! 


Inviting a Team Member

Inviting new internal team members to work with you in Shortlist requires just a couple steps:

Navigate to the Team Page

The team page can be located by clicking the avatar in the lower left corner of your screen and selecting "Settings".

Then select "Team mates" in the side navigation bar.

Click the blue "Invite team member" button.

Enter the team members email address and select their permission level. Learn more about user permissions here.

The invited team member will get their invitation via email and will be able to update their own personal settings.

Editing a Team Member's Permissions

  1. Navigate to the team page as described above

  2. Select the desired team member
  3. Use the drop down menu to adjust Regular user to Admin or vise versa
  4. For Regular users, click on Manage Permissions next to their email address to adjust their permissions

Learn more about permission options for regular users here.


Removing a Team Member from Shortlist

  1. Follow the steps above to navigate to the team page
  2. From the team page, click on the desired team member
  3. Use the dropdown menu to select Remove the team member
  4. Reassign tasks to another user (yourself or another active team member)
You can automatically reassign management of opportunities and tasks to another team mate. 

*If the exiting person also managed workflow stages or relationships, be sure to review each item and reassign as indicated for your business needs.



More information:

User permissions

Teams & dashboards