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Users and Guest Users

This article explains the “Users” and “Guest users” setting. And how to set-up all the necessary types of users and their accompanying access levels. The article details what the settings are used for and how to add, edit or remove permissions.

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What it's used for

Equalture allows organisations to manage who has access to the platform and what level of information they can see. This includes users with different roles as well as guest users who can view specific candidate reports.

Users

Users are team members at your organisation who need access to the Equalture platform because they will be working with it.

When adding a user, you will assign them:

  • Access level – defines what they can do on the platform.
    Profession – is informative to indicate their role within your organisation (e.g., recruiter, hiring manager, HR admin).

Access levels:

  • Admin

    • Has full access to the platform.

    • Can manage settings, users, branding, email templates, and competency profiles.

    • Can view all jobs.

  • Reviewer

    • Limited access compared to Admin.

    • Can create and edit jobs and competency profiles (but cannot modify existing competency profiles).

    • Can see candidate results only if they’re added to the hiring team for a job.

    • Can view team insights only if they are assigned as a team manager.

You may also have other profession labels like Hiring Manager, Recruiter, or Interviewer (depending on how your organisation configures them), which group users by their typical responsibilities and permissions.

Guest Users

Guest users are collaborators (for example, hiring managers who aren’t full platform users) who need access to specific candidate reports without having a full Equalture user account.

This is useful when:

  • You want to share candidate assessment insights with stakeholders who aren’t part of the internal user list.

  • External hiring partners or HR consultants need access to results for specific candidates without full platform access.

Important: This feature is only available with an active integration between your ATS and Equalture. Once a user's email address has been granted guest access, that user can access that candidate's results from your ATS. If you want to explore possible options to integrate with Equalture, please reach out to your customer success manager or [email protected]

How to Add, Edit or Remove Users

Adding a New User

  1. Go to Settings → Users in the Equalture dashboard.

  2. Click Add User in the top right.

  3. Enter the user’s First name, Last name, and Email address.

  4. Choose the user’s access level (Admin or Reviewer).

  5. Assign the appropriate profession to define their role within your organisation.

  6. Click Save. The user will now have access based on the settings you chose.

    • Once you click Save, the user receives an email invitation to join.

Editing a User

  1. Go to Settings → Users.

  2. Find the user you want to edit.

  3. Click the edit icon next to their name.

  4. Update their access level, profession, or email as needed.

  5. Save your changes.

Removing a User

  1. Go to Settings → Users.

  2. Locate the user you want to remove.

  3. Click the delete icon (trash can) next to their name.

  4. Confirm the removal.

Note: Removing a user will revoke their access to all Equalture features immediately.

How to Add, Edit or Remove Guest Users

Adding a Guest User

You can add Guest Users individually or in bulk.

Add a Single Guest User

  1. Go to Settings.

  2. Select Guest Users.

  3. Enter the user’s email address in the “Add user by email” field.

  4. Click Add.

The user can now access candidate reports through the assessment result link in your ATS.

Add Multiple Guest Users (CSV Upload)

If you need to grant access to multiple stakeholders:

  1. Prepare a CSV file that:

    • Contains one column only

    • Uses the header: Email

    • Includes one valid email address per row

    • Contains no extra spaces or special characters

  2. Upload the file in the Guest Users section.

All listed email addresses will be granted guest access.

Approving Guest Access Requests

If someone attempts to access a candidate report but has not yet been added as a Guest User, they can submit an access request.

To review and manage requests:

  1. Go to Settings → Guest Users → Requested.

  2. Review the list of pending requests.

  3. Select one or multiple requests.

  4. Choose to Approve or Deny.

  • Approve → The user receives an email confirmation and can immediately access candidate reports.

  • Deny → The request is removed, and no access is granted.

Removing a Guest User

To revoke access:

  1. Go to Settings → Guest Users.

  2. Locate the user in the overview.

  3. Click the trash icon next to their email address.

  4. Confirm the removal.

Once removed, the user immediately loses access to all candidate reports.

They can be re-added later if needed, or submit a new access request.

Searching for a Guest User

If you manage multiple Guest Users, you can use the search bar in the Guest Users overview to quickly find a specific email address.

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