User Management

BrightStep allows you to invite team members and assign them roles based on their responsibilities. This guide covers how to manage users within your organization.

Accessing user management

1. Navigate to Settings > Team Members
2. You will see a list of all users in your organization

Inviting a new team member

To add a new user to your organization:

1. Click Invite Member
2. Enter the user's email address
3. Select a role:
   • Administrator — Full access to all settings, campaigns, and billing
   • Campaign Manager — Manage candidates and communications within assigned campaigns
   • Interviewer — Conduct interviews and submit evaluations
4. Click Send Invitation

The invited user will receive an email with instructions to create their account and access the platform.

Understanding roles

Administrator

Administrators have unrestricted access to the platform, including:

• Creating and configuring campaigns
• Managing organization settings and branding
• Inviting and managing team members
• Accessing billing and credit information
• Creating and assigning tasks to any team member
• Viewing all candidates across all campaigns

Campaign Manager

Campaign Managers focus on day-to-day admissions operations:

• Reviewing and managing candidate applications
• Updating application statuses
• Communicating with candidates via email and WhatsApp
• Scheduling interviews and reviewing feedback
• Creating tasks for themselves and others
• Exporting candidate data and reports

Campaign Managers only have access to campaigns they are assigned to.

Interviewer

Interviewers have limited access focused on conducting evaluations:

• Viewing assigned interviews
• Conducting video interviews with candidates
• Submitting scores and feedback
• Managing their availability
• Viewing and completing assigned tasks

Interviewers do not have access to candidate applications or campaign settings.

Assigning users to campaigns

Campaign Managers and Interviewers must be assigned to specific campaigns to access them:

1. Navigate to the campaign you want to manage
2. Go to Campaign Settings > Team
3. Click Add Member
4. Select the user from the list of available team members
5. Click Add

The user will now have access to this campaign based on their role.

Editing a user's role

To change a team member's role:

1. Navigate to Settings > Team Members
2. Find the user in the list
3. Click on their name or the edit icon
4. Select a new role from the dropdown
5. Click Save

Changing a user's role may affect their access to campaigns and features.

Removing a user

To remove a team member from your organization:

1. Navigate to Settings > Team Members
2. Find the user in the list
3. Click the remove icon or select Remove from the options menu
4. Confirm the removal

Removed users will immediately lose access to the platform. Their past actions and notes will be preserved in the system.

Pending invitations

To view or manage pending invitations:

1. Navigate to Settings > Team Members
2. Select the Pending tab
3. From here you can:
   • Resend an invitation
   • Cancel a pending invitation

Invitations expire after 7 days. If an invitation expires, you will need to send a new one.

Next steps