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How Staff Can View and Manage Clients

Staff can view their specific clients, edit, archive users, and track activity.

Steps

  1. View Clients

  2. Invite Users

  3. Manage Groups

  4. Edit or Assign Clients

  5. Export User Data

1. View Clients

  1. From the left sidebar, select View Clients.

  2. The Clients Table will display all of your Client specific accounts with columns for:

    • Name

    • Role (Admin, Staff, Client)

    • Status (Activated (Logged in), Provisioned (Setup but has not logged in)

    • Group (if a group is assigned)

    • Assigned staff email

    • Last visit

    • Date created

    • Actions menu (View Activities, Edit, Assign staff/group, Archive user)

  3. Use the filters at the top (Role, Status, Group, Staff) or the search bar to quickly locate specific users.

    1. Any filters applied will change the data shown in the boxes of Total Clients Shown, New Clients and Engagement.

2. Invite Users

1. In View Clients click Invite users at the top of the Client Table.

2. In the Invite Users window:

  • Share the organizations account link. This is best used when clients will join on their own. They can use this link to sign up, sign in and access the platform.

3. Or, send invite emails.

  • Enter one or more email addresses (comma, space, or Enter separates entries).

  • Select a role from the dropdown (e.g., Client).

  • Optionally upload a CSV file for bulk invites.

  • Ensure Send invite email is toggled on.

  • Click Invite to send account invitations.

3. As a staff member, you can also add a new client through either the Resume Assist or Mock Interview modules. Once entered, the client is linked to the staff member who added them. Because the staff member oversees the resume process and dispatches interviews, you can easily track client activity across both modules, including the number of completed instances.

3. Manage Groups

  1. Click Manage Groups to open the Manage Groups window.

  2. Create a new group by entering a name and selecting + Add group.

  3. Use the pencil icon to rename existing groups or the trash icon to delete them.

  4. Assign users (Staff or Clients) to groups via the Actions menu in the Users Table.

4. Edit or Assign Clients

1. In the Clients Table, locate the name and click the Actions menu (three dots).

2. Options include:

  • View Activities – see detailed session history.

  • Edit – update profile details or role.

  • Assign staff/group – link the user to a staff member or group.

  • Archive – deactivate the client account.

5. Export User Data

  • Click Export CSV to download your Client specific Table for reporting or record‑keeping.

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