Grant a user access to a client
Last updated: June 19, 2026
Where: Settings → Access → Your hiring partners → find a client → Add access for user.
Bring a teammate onto a client when you want them sourcing or managing candidates for that account. You decide how much they see — the whole workspace, or just the jobs they're staffing.
Modal title: "Invite a user to [agency]"
"Invite a user from [agency] to help manage [client]. They must already be a member of [agency]."
Fields:
| Field | Notes |
|---|---|
| Email address | Email of the user (must already be in your agency workspace) |
| Level of access | Company level or Job level |
Choosing a level of access
Company level — "(can access all company data)" — the user can:
- Access all company data and job listings.
- View and manage all candidates.
- Create and manage all sharing channels.
- Access company settings and analytics.
Job level — "(can only access specific job listings)" — the user can:
- Access only the selected job listings.
- View and manage candidates for those listings.
- Create sharing channels for those listings.
If Job level is selected, a Jobs with access list appears — search and tick the specific jobs this user should see.
A useful rule of thumb: give Company level to the recruiter who owns the account end to end, and Job level to anyone helping on a single search. Job level keeps a contractor or a junior sourcer scoped to exactly the roles they're working — nothing more.
Click Add access (or Update access when editing). Toast: "Successfully invited [email] to [agency name]."
Good to know. The person you're inviting must already be a member of your agency workspace — this screen grants an existing teammate access to a client, it doesn't create a new agency seat. Add them to the agency first (see Team, roles & access), then come back here to give them the client.
Troubleshooting
The user isn't found / can't be invited. They aren't a member of your agency yet. Invite them to the agency workspace first, then return to Add access for user.
They can see too much (or too little). Re-open the invite from the user's row and switch the Level of access, or adjust which jobs are ticked under Jobs with access — see Edit or remove a user's access.