Table of Contents

• Overview
• Add New User
• Manage Users

★ Overview

Adding users to Sense TRM is a getting-started step. When you have your employees ready to use the product, the process of adding them as a user helps in defining their role, permission, accessibility, and groups/teams/departments they are part of.

Once everything is configured and when you create a new job- the details are mapped automatically. Hence, saving time in the recruitment process.

This article takes you through:

1. What are the different user profiles available on Sense TRM?

2. How to add users to your Sense TRM account?

3. Upon adding, how to manage the users?

★ Add New User

Follow the below steps to Add New Users to Sense TRM:

[1]  On your Sense TRM dashboard, navigate to Settings> Administration> Users and click on Add Users.

[2]  On the Add New User page, fill in the required details:

• Make sure you check on Send Invitation Mail if you would like to send an invite email to the new user. The new user will have to further authenticate their account and set their own password, and add details.

Note: Click on Configure Sign-in ID in order to add a username through which the user can sign in. For more information and configuration- please contact your respective Sense CSM.

• Assign a Role: for the new user, you can specify the role by choosing from the drop-down menu.
  

• Select User Groups: You can choose a group from the dropdown menu if you want the new user to be part of any group. 

Reference: Learn more about User Groups here: Manage User Groups

[4]  Click on Add.

Note 1: The new user will receive an invitation email at the email address you have provided. Upon accepting the invitation, they can sign in using their username and password.

Note 2: If there is a Taleo integration module, Sense TRM helps you automatically import users and map permissions from your Taleo account. Upon importing, the users will receive an email with a link to login and set up a password.

Note 3: For editing the fields that are displayed on Settings > My Profile for a user, navigate to the Settings > General Configuration > Custom Fields > Users Fields. Learn more

★ Manage Users

When you have a user added to Sense TRM, the added user(s) can be viewed from Settings > Administration > Users. 

For further information and actions, click on the required user’s Name, and you will find three tabs Information, Permission, and Subscription.

Let us take a look at what each of these tabs means:

[A]  Information: It displays the details about the user. Clicking on the Edit icon allows you to make changes to the details. Upon making the necessary changes, click on Update to save the changes.

[B]  Permission: The tab displays information about the group and the role that has been assigned to the user. You can further add or remove the groups of which the user is part by clicking on the Edit icon. Upon clicking on View Role Permissions, you can view the list of assigned permissions for the user.

[C]  Subscription: The tab has two sections, namely: User Notifications and Referral Notifications.
You can choose if the user should receive notifications for the respective scenarios by simply toggling the ON or OFF button.