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Account & security

Create users and manage seats

Written By Talenkai

Last updated 25 days ago

Create a CRM user (admin)

  1. Settings → Users.

  2. Add name, email, role (admin or usuario), initial password.

  3. Save.

  4. Tell the person the login URL and temporary password securely.

  5. They sign in and change the password.

Create a contractor portal user

  1. Same screen → role employee.

  2. Link the candidate record.

  3. Save and share portal login details.

  4. Confirm an active contract exists before expecting timesheets.

Seats

  • Only active admin + user count toward Starter / Pro / Enterprise seat limits.

  • Employee does not consume a CRM seat.

  • Deactivate users who left; do not keep unused actives “just in case”.

  • If the UI blocks a new seat, free a seat or upgrade the plan.

Edit users

You can change role, active flag, password, and (for empleados) candidate link. Wrong candidate link is the #1 timesheet access bug.

Do not

Share one login across the team. You lose auditability and break the idea of a shared, accountable pipeline.

Related: Invite your team, Billing and plans.

Still need help? Ask the team