Adding Organization Members in Kula

This guide walks super admins through the process of adding organization members to their Kula account.

Here's a step-by-step guide on how to add an Organizational Member:

1. Accessing User Settings

1. Navigate to the Settings option in the bottom-left corner of your dashboard.
2. Select Users, then click on Add User.

2. Entering Mandatory Details

When adding a new user, you must fill in the following required fields:

• First Name
• Email Address

Additionally, you may include optional details such as job title, reporting manager, department, and office.

3. Assigning Roles and Permissions

1. Navigate to the Roles and Permissions section.
2. From the drop-down menu, select Organization Member. This ensures the user has access only to the Referrals Tab.

4. User Capabilities

Users assigned as Organization Members can:

• Share roles
• Apply for roles
• Refer candidates

All other permissions, such as access to jobs, workflows, and contacts, will be disabled (grayed out).

5. Invitation and Access

Once the user is created, they will receive an invitation to join Kula as an Organization Member. Upon accepting, they can directly access the Referrals Tab.