Adding and managing user access to your Pinpoint platform is now easier than ever with the introduction of our new User Management system.
Core Concepts
When adding new users to Pinpoint, there are several pieces of terminology you'll need to be familiar with:
Permissions control what each user can see and do within Pinpoint. They're organized into sections such as Platform Administration and Job Administration, each containing more specific permission options.
Assign a tailored set of permissions to each user to ensure they have the right level of access for their role.
Visibilities control where in your organization a user can apply their permissions, defining which locations and departments they can act within.
For example, granting a user the Interview Manager permission alongside visibility of your London location means they can configure interviews and invite candidates for any London-based jobs.
You can assign visibilities at any level, from a single job stage up to the entire company.
Access Groups let you bundle permissions and visibilities into reusable templates. Rather than configuring access from scratch each time you add a user, you can create groups that reflect common roles in your organization, such as Hiring Manager, Interviewer, or Executive, and apply them in one step.
For example, a Super Admin access group might have all permissions enabled with company-wide visibility. Every time you add a Super Admin user, you can be confident they're getting the right level of access.
Setting Up Access Groups
1. To set up a custom access group, navigate to Company > User Management in the left-hand navigation menu. Select the Access Groups tab at the top of the page, then click New Access Group to get started.
2. Add a name and description for the group, this helps anyone adding users understand what the group is intended for. If relevant, you can also designate this group as a referral user type, automatically granting those users access to the candidate referral system.
3. Assign permissions to the group. If you don't select any, users will automatically be granted the Included in Interview Team permission. This is the most basic level of access in Pinpoint, allowing users to be added to interview panels and view candidate details such as their résumé, scorecards, and comments.
4. Assign visibilities to the group if needed. For example, you may want executives and administrators to have visibility across all jobs in the company, in which case you can add company-wide visibility here. For roles where visibility varies by person, such as Hiring Managers who should only see jobs in their own department, leave this blank and assign visibilities on a user-by-user basis when adding them to the platform.
Any changes you make to an existing access group will automatically apply to all users currently assigned to it.
If you need to make a change for a specific user you can switch their access group or manage their visibilities and permissions at any time from their profile in User Management.
Adding a User to the Platform
Navigate to Company > User Management in the left-hand navigation bar, then click Invite New User at the top of the page.
2. Assign the new user an Access Group from your predefined list, or choose Custom to assign unique Permissions and Visibilities.
3. Click Add User to enter details for one or more new users. If you need to add a large number of users at once, you can download the CSV template, fill it in, and upload it using the Download Template and Upload Template buttons.
4. The Visibilities page shows any visibilities inherited from the user's access group. Here, you can add further visibilities either across all users being added, or on an individual basis by selecting a specific user from the list at the bottom of the page.
5. Review the users you're adding, and when you're confident everything looks correct, click Add User to send their invite email.
After adding users you may want to check who has visibility over each area of your company. The Company Visibility page will help show who has access to each level.