- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set user management permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Manage Users, set the appropriate permissions and click the Save button when complete
General Settings
Setting View/Edit Permissions for Other User’s Records
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set delete permissions for
- Under the user’s Permissions, click to expand the Records section
- To the right of the View Records and Edit Records labels, set the permissions for each record type then click Save
Allowing or Restricting a User From Exporting Data
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set delete privileges for
- Under the user’s Permissions, click to expand the Records section
- To the right of Export Records, set the permissions for each record type then click Save
Change Your Top Echelon Recruiting Software Login Email
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Account section and select My Profile
- Click the Change button to the right of the Email field and follow the prompts to update and confirm the change
Allowing or Restricting a User from Changing Record Ownership
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set delete permissions for
- Under the user’s Permissions, click to expand the Records section
- To the right of Change Record Ownership, set the permissions for each record type then click Save