Creating and Managing Accounts

A customer account refers to the profile and associated data of a company/customer that uses Harver to manage its recruitment processes.

It is strongly recommended to create a separate Harver Account under your Organization for each of your customers.

This approach ensures proper data protection, privacy, and separation of customer information, helping maintain clear boundaries between different client environments and reducing the risk of data overlap or unauthorised access.

In this article:

1. Creating an account
   1. Navigate to the Organization level where the new Account should be placed in
   2. Navigate the the Accounts page within the Organizations
   3. Click Add account
   4. Define the account name
   5. Set the Headquarter address
   6. Optionally select a thumbnail logo
   7. Click Create Account
2. Account Management
3. Account Users
4. Continue with the setup

Creating an account

Please note: All company names mentioned in this article are examples and entirely fictional.

1. Navigate to the Organization level where the new Account should be placed in

Once you identified and navigated to the desired level in your Organization structure.

2. Navigate the the Accounts page within the Organizations

The Accounts list page shows all accounts that are placed withing the Organizations.

Please note, Harver Support can move/place existing accounts to an alternative Organization on request if in the future the Account must change parent Oragnization for any reason. Moving accounts between Organization ahs no affect on anything within the account (vacancies, candidates, configurations), it only affects the Organization structure and the cascading permissions set within the organizations.

3. Click Add account

4. Define the account name

In the Create New Account pop-up, you must define a unique name for the account.

We recommend using the customer’s official company name to keep the account easily identifiable and distinct within the system.

If you need to create multiple accounts for the same customer, for example, “WorkWell Partners” include a postfix that clearly represents the account’s purpose.

Examples:

• WorkWell Partners Demo

• WorkWell Partners Early Career

• WorkWell Partners Internal Mobility

Using a consistent naming convention helps maintain clarity, especially when managing several accounts for the same organization.

5. Set the Headquarter address

Next, select the Headquarters Address. This address will be used to create the account’s first (default) location.

Locations play an important role in permission management and organizational hierarchy within the account. Each account must have at least one location to ensure users, vacancies, and data access are properly structured.

If the customer operates in multiple regions, additional locations can be added later to reflect their organizational structure more accurately.

6. Optionally select a thumbnail logo

You can now select a thumbnail logo for the account.

This logo will primarily be displayed on the Account List page within the Harver Platform, helping users quickly identify the account at a glance.

Tip: Use a clear and recognizable version of the customer’s logo for best visibility in smaller sizes. Valid file extensions are .png .jpg .jpeg. Maximum file size 500KB

7. Click Create Account

Once the account is created you will be automatically navigated to its Account Overview page.

Account Management

The Account Overview page provides a quick summary of key information and actions for the currently selected account.

From this page, you can:

1. Navigate back to the parent Organization.

2. View the account’s position within the organizational hierarchy.

3. See quick details such as the account name, ID, and key attributes.

4. If your user account is associated with the selected account, you can access its content — including vacancies, candidates, and other related configurations.

This page serves as a central hub for both viewing account details and managing access, making it an essential tool for administrators and resellers.

To continue the setup and configure an account, such as creating vacancies, managing modules, or updating settings, you must have Account User access.

Without being added as an Account User, you can view general account details (if you have Organization-level access) but cannot edit or configure the account’s content.

Important: Always ensure your user is added as an Account User before proceeding with account setup or configuration tasks.

Without being added as an Account User, you can view general account details (if you have Organization-level access) but cannot edit or configure the account’s content.

Important: Always ensure your user is added as an Account User before proceeding with account setup or configuration tasks.

1. You can add yourseld as an Account Admin

2. Your details are previewed

3. You can allow to see PII data in the account (optional).

4. Click “Add me” to add yourself the the account.

You can also specify whether the user should have access to Personally Identifiable Information (PII). This setting determines whether the user can view sensitive candidate data such as names, contact details, or other personal identifiers.

Tip: Grant PII access only to users who require it for their role. Restricting access helps maintain compliance with data protection and privacy regulations.

Managing Account Users and Account Roles

For more detailed information on adding, updating, or removing users, visit the Account Users section.

To understand the different permission levels and responsibilities, refer to the guide on Account Roles.

Continue with the setup

Once you have been granted access to the account, you can continue the configuration by opening the account directly using the link on the Account Overview page mentioned above.

For step-by-step guidance on configuring all account-level options, refer to our detailed documentation: Account Settings.