If you need Administrator access, contact your Customer Success Manager or email [email protected].
Team Administration
Click your name in the bottom left corner and select Team Administration.
The Team Administration page includes three tabs:
Accounts
Org Settings
Usage Reports
Note: This Article covers the Accounts tab.
Read about Org Settings in the article Tags and Statuses.
Read about Usage Reports in the article How Usage Reports Work
Accounts
The Accounts tab displays all SeekOut users in your organization, including their license types, account roles, and team assignments. From this page, administrators can assign licenses, manage Admin access, organize teams, and create or remove users.
SeekOut Licenses
The SeekOut Licenses section shows the license types available to your organization, how many are in use, and when licenses expire. This helps administrators understand license availability before assigning users.
SeekOut Accounts
All user accounts in your organization are listed in this section. Each row represents a single user account.
Click the three-dot menu (⋯) at the right of a user’s row to manage that account.
Available actions include:
Change License – Assign a different license or update the user’s role (Standard User or Admin)
Add to a Team – Assign the user to a team
Delete Account – Permanently remove the user and their associated search history and projects
Remove License – Unassign a license from the user
When reassigning a license, remove it from the current user before assigning it to another user.
Searching and Filtering Users
For organizations with large recruiting teams or multiple license types, administrators can easily filter and search user accounts.
Click License above the user list to filter users by license type
Uncheck license types to remove those users from the list
Use the Search Accounts field to find users by name or email
The user list updates automatically as filters and search terms are applied.
Create New Users
Click Create Account and enter your new user's information in the pop-up.
To add a new user:
Click Create Account
Enter the user’s information in the pop-up window
Select a license from the License dropdown
Choose an Account Type:
Admin – Grants access to Team Administration
Standard User – Restricts access to admin features
Assign a team (or select Not on a team)
Click Create
An activation email is sent automatically. You can copy the activation link from the confirmation window or resend it later using Resend Invitation from the user’s three-dot menu.
The user must complete the activation process to set their password and access SeekOut.
Teams
Teams allow administrators to group users for easier organization and reporting.
To create a team:
Click Create New Team
Enter a team name
Click Save
To manage team assignments:
Use the three-dot menu next to a user to Add to a team, Change team, or Remove from team
Use the Team dropdown to filter which users are displayed
Teams also appear in Usage Reports to help analyze activity by group.
Need help?
If you have questions about Team Administration or need Admin access added to your account, contact us at [email protected] or reach out to your Customer Success Manager.