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Getting started

Invite your team

Written By Talenkai

Last updated 25 days ago

Boutique mode means a shared pipeline, not five private Excel files. Add colleagues so everyone sees the same jobs, matches, Outbox, and follow-ups.

How to add someone (admin)

  1. Go to Settings → Users.

  2. Create the user: name, email, role, initial password.

  3. Choose Admin (full settings) or Usuario (CRM recruiter seat).

  4. Save.

  5. Send them the login URL, email, and temporary password through a secure channel.

  6. Ask them to sign in and change the password under Profile.

There is no separate “magic invite link” flow: the admin provisions the account, then the person signs in.

Seats

Active admin and usuario users count toward your plan seat limit (Starter / Pro / Enterprise). Deactivate leavers. Empleado (contractor portal) users are not CRM seats.

Onboarding checklist for a new recruiter

  • UI language set (ES / EN / DE).

  • Email signature filled in.

  • Knows Inbox → match → Outbox → kanban loop.

  • Does not share someone else’s login.

Related: Create users and manage seats, Roles and permissions.