Organization Settings: Users

View and manage your team directory, user roles and candidate-facing profiles all in one place.

Written By Troy Sultan

Last updated 6 months ago

🧑‍💼 View and Search Users

From the Users tab in Organization Settings, you can:

  • View a full list of all users in your Guide workspace

  • Use the search bar at the top to filter by name or email

  • See each person’s current assigned role (e.g. Interviewer)

🔄 By default, all users sync automatically from your connected ATS (like Greenhouse or Ashby). Each synced user is assigned the Interviewer role, which has the lowest access permissions.

➕ Invite New Users

To manually add a teammate:

  1. Click the Invite button in the top-right corner.

  2. Enter their work email address.

  3. Assign a role (e.g. Interviewer, Coordinator, Admin) when prompted.

✉️ New users will receive an email invite to activate their Guide account.

👤 View and Edit User Profiles

Click any user to open their profile drawer, where you can:

  • See upcoming interviews assigned to that user

  • View or assign training paths

  • Edit their candidate-facing profile (the version candidates will see)

This profile can include:

  • Full name

  • Role (e.g. “Creative Director”)

  • Pronouns

  • Profile photo

  • Short bio

  • URL (e.g., LinkedIn)

  • Optional video introduction (YouTube or Loom)

🧩 If your team has the Slack integration enabled, Guide will auto-populate each user’s name, title, and profile image using their Slack profile—so profiles won’t start blank.

⚙️ Edit Profile or Scheduling Preferences

To update internal or availability-related info:

  1. Click the three-dot menu (⋯) in the user’s profile drawer

  2. Choose between:

    • Edit profile (to update name, title, bio, etc.)

    • Edit scheduling preferences (to adjust their working hours, limits, and buffer time)

  3. Save changes when finished

🕓 Scheduling preferences affect when Guide can book interviews for this person. Profile info is what candidates will see.

✅ Tips

  • Users added via ATS sync won’t receive Guide access until manually invited.

  • Encourage your team to personalize their profiles—bios and videos help humanize the experience for candidates.

  • Use roles to manage permissions and access throughout your workspace.