Adding and Managing Organization Users

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The Organization Users page displays a list of all users who have access to the selected organization.

Ground rules:

  • Organization Users (Org. Admins and Org. Viewers) are created when a user needs to see and interact with the Organization structure, seeing a parent organization and all sub-organizations. 

  • If a user needs only access to a single Account, that user does not need Organization access

  • Organization users can see the Accounts Overview in the Organization structure, can see the high level details, but cannot open/access the actual account to see Vacancies/Candidate/etc unless they are explicitly added to the Account as an Account User

  • Organization Admins can view, add, or remove organization users as needed. 

  • Organization Viewers can only view the list of organization users.

Important: User Prerequisite

  • Due to a current platform limitation, users must first be added to a Harver Account before they can be assigned to an Organization.

  • This means the user must already exist in the system (created through an account-level invitation) before they can be linked to an organization as an Organization User.

  • Tip: If the person you want to add doesn’t appear in the organization user list, first add them to any account under your organization. Once the user exists on the platform, you can successfully assign them to the desired organization.

View Organization Users

  1. Breadcrumb Navigation – Displays the path within the organization tree, helping you understand where you are in the hierarchy (e.g., Organization Tree → Sterling Talent Group).

  2. User List – Shows each user’s:

    • Full Name

    • Email Address

    • Role (e.g., Organization Admin)

    • Date Added

  3. Add User Button – Click + Add User to invite a new Organization User.

  4. Delete Icon – Removes an existing user from the organization.

Notes

  • Only Organization Admins can add or remove users from this page.

  • Users added here gain access to manage the organization and its sub-entities, depending on their role.

Tip: Keep the list of Organization Users up to date to ensure only authorized personnel have access to sensitive customer or partner structures.

Adding a New Organization User

Click the + Add User button on the Organization Users page to open the Add New User window. This form allows you to invite a new user to the selected organization.

  1. First Name

  2. Last Name

  3. Email Address

  4. Assign Role – Choose the appropriate role for the user.

    • Organization Admin: Full access to manage the organization and its sub-entities.

    • Organization Viewer: View only access to see he organization and its sub-entities.

Once all required information is entered, click Add User to confirm. The new user will appear in the Organization Users list immediately.

 

 

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