Add someone creates a login. Pick Staff for
most people; Admin also lets them rewrite the ready-made drafts
everybody starts from.
Remove ends their access immediately but keeps their
name on the postings they wrote, so the history stays honest. You can
restore them later.
Send new sign-in email is for somebody locked out or
new. It emails them a temporary password that lasts 7 days; at their
first sign-in they choose their own. Their old password and every open
session stop working straight away. Nobody types a password for
anyone else.
What they can see sets which sections each person
gets: Overview, Applications, Quotes and Job postings. Untick one and
its tab disappears for them, and the database refuses it too, so it
cannot be reached another way. Applicant files need Applications; the
privacy tool needs both Applications and Quotes. Everyone keeps the
Guide, and you always see everything.
Each person’s six-digit sign-in code goes to the email on their
account. Someone with no email on file still gets their code sent to
Alfredo.
Removing somebody ends their access straight away but keeps their name on
the postings they wrote, so the history stays true. You can restore them.