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:
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:
Navigate back to the parent Organization.
View the account’s position within the organizational hierarchy.
See quick details such as the account name, ID, and key attributes.
Manage Account Users, including adding, editing, or removing user access.
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.
Account Users
Account Users are the individuals who have direct access to the account’s details, including vacancies, candidate data, and other related configurations.
In Harver, there is a strict separation of access rights between Organizations and Accounts to ensure data security and privacy.
Organization Users can create and modify certain parameters of an account;
However, by default, they cannot access the content of the account, such as candidate data or assessments to prevent data breaches and maintain privacy compliance.
To access the actual content of an account, an individual must be explicitly added as an Account User.
Important: Always ensure that only authorized users who need operational access are added as Account Users to maintain compliance with data protection standards.
Account Users list
From the Account Users section, you can:
Search for existing users to quickly locate them.
View quick details of each user, such as their name, role, and access status.
Add new users to grant them access to the account.
This functionality helps administrators efficiently manage user access and ensure that only the right people have permission to view or manage account data.
Adding/Inviting New Users
A single user can have access to multiple accounts using the same email address. In each account, the user can be assigned different access levels or roles, depending on their responsibilities.
When a user is added to an account for the first time, they are created at the platform level and will receive an invitation email to activate their Harver account. The invitation allows them to set a password and must be accepted within 24 hours.
If the same user is later added to additional accounts, no further email notifications are sent. Their access is automatically extended, and they can switch between accounts directly within the platform once logged in.
Tip: Assign roles thoughtfully, for example, an administrator role in one account and a recruiter role in another to ensure users have only the permissions they need.
When adding a new user to an account, you must provide the following information:
First Name
Last Name
Email Address
User Role Level: either Account Admin or Recruiter
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.