Account Administration

How to manage users, clients, and other account administration tasks.

Managing Users

To add a user, start with “Company” menu, and select “Manage Users”. There is a “Add a New User” button in the upper right area. Clicking on on the Name of a user allows you to update their Role.

Managing Groups and Privacy

You can control campaign access in Voice Advantage. Campaigns can be set to Public or Private. Private campaigns can be restricted to certain users and groups.

Groups

The most powerful way to manage access is through groups. Users can be added to groups and groups can be given access to campaigns. This removes the need to give individual users access to individual campaigns (which you can still do!).

Video Walk-through

Create A New Group

You need to be an administrator to create and manage groups.

  1. Go to the Company menu option in the top navigation bar.
  2. Click on Manage Groups.
Screenshot: Manage Groups menu option
  1. On the Manage Groups page, click the +Create New Group button.
Screenshot: Create New Group button
  1. Name the group.
  2. Select the users you would like to add to the group.
  3. Select the private campaigns you would the group to have access to.
  4. Public campaigns will be visible as an option to everyone in the organization. Users do not need special permission to access them.

Manage an Existing Group

You need to be an administrator to create and manage groups.

  1. Go to the Company menu option in the top navigation bar.
  2. Click on Manage Groups.
Screenshot: Manage Groups menu option
  1. Click on the campaign you would like to edit.
  2. Select any users to be added or removed from the group.
  3. Select any private campaigns to be added or removed from the group.

Managing Roles

Voice Advantage allows you to assign different roles to your users to control the permissions they have to interact with the campaigns and candidates they have access to. Access to campaigns is controlled through Groups, see Managing Groups and Privacy.

System Roles

By default, every Voice Advantage account comes with three system roles enabled. You can assign these roles to a user as is. You cannot edit or change the system roles.

All roles have the basic permission to review candidates in the campaigns they have access to.

Administrator

Any user assigned the system role of Administrator can do the following:

System Role: Administrator Permissions
  • Can access all campaigns
  • Can create and edit Users and Roles
  • Can create and edit Groups
  • Can create and edit Templates
  • Can create and edit Client
  • Can create and edit Custom field
  • Can create and edit Departments
  • Can edit Company settings
  • Can access Reports
  • Can create new campaigns
  • Can edit/manage accessible campaigns
  • Can invite candidates
  • Can view a campaign’s Interview Now link
  • Can conduct live interviews
  • Can review candidates in the campaigns they have permission to access

General

Any user assigned the system role of General can do the following:

System Role: General Permissions
  • Can create and edit Templates
  • Can create and edit Clients
  • Can create and edit Departments
  • Can create new campaigns
  • Can edit/manage accessible campaigns
  • Can invite candidates
  • Can view a campaign’s Interview Now link
  • Can conduct live interviews
  • Can review candidates in the campaigns they have permission to access

Limited

Any user assigned the system role of Limited can do the following:

System Role: Limited Permissions
  • Can review candidates in the campaigns they have permission to access

Custom Roles

You create and edit custom Roles to fit your organization’s process.

Instructions

  1. Go to the Company menu in the top navigation bar and select
    Manage Roles.
  2. Enter a name for your new Role and click the +Create Role button.
Screenshot: Create new Role
  1. Enter a description for the new role and select the permissions to be associated with it. When you are ready, click the Update button.
Screenshot: Edit Role permissions
  1. You will now see your new Role listed on the Manage Roles page and you can delete or edit the role as needed.
Screenshot: Edit/Delete Custom Role
  1. To assign the new Role to Users, go to Company menu in the top navigation bar and select Manage Users.
Screenshot: Manage Users menu to change Roles
  1. Select the User whose Role you want to change.
  2. Select the new Role you want that User to have and then click the Update button.
Screenshot: Edit User Role

Managing Clients

Voice Advantage allows you to recruit on behalf of other organizations, or clients. Using clients allow you to brand the candidate experience appropriately so candidates feel they are interviewing with the client.

Adding a New Client

  1. Go to the Company menu option in the top navigation bar.
  2. Select Manage Clients option.
Image: Screenshot Manage Clients menu
  1. Click on the Create New Client link on the left side of the page.
Screenshot Click New Client link
  1. Enter the name of the client in the Brand Name field and upload the logo of the client. Be certain you have permission to communicate on behalf of this client.
Screenshot editing client settings

Administrative Settings

Voice Advantage allows you to update your logo and name across the platform.

Instructions

  1. Go to the “Company” menu in the top navigation bar.
  2. Click on the “Administrative Settings” link.
  3. Enter your preferred name for your organization.
  4. Upload an organization logo. This logo will appear on across multiple areas in Interview Flow & Text area of campaign ensuring a cohesive and appropriate branding experience for all your candidates.