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Adding seats and inviting your team

How to add teammates to your Giig account and set their roles

Written by Luke Pitkin

Recruitment's a team sport. Here's how to add your team to Giig, and how to control what they can see and do.

Hey! Luke here, founder of Giig šŸ‘‹

Getting your team into Giig takes a couple of minutes, tops. No calling a sales rep, no waiting on a quote, no IT ticket. Here's what we'll cover:

  • Adding seats to your account

  • Inviting your team members

  • Setting people up as a Manager or a User

  • Controlling what each role can see and do with Team Access

šŸ’” Pro tip: seats first, invites second. You need a free seat for every person you invite, so sort those before you start sending invites out.

Adding seats

  1. Click your profile picture, top right of the platform

  2. Choose Team from the drop-down

  3. Hit Add/Remove Seats

  4. Set the total number of seats you need and click Update Subscription

šŸ’” Pro tip: someone's left the business? Use the same Add/Remove Seats button to drop a seat so you're not paying for an empty chair.

Inviting your team

Seats sorted? Now for the fun bit, getting the team in.

  1. Still on the Team page, click Add Team Member

  2. Pop in their New Team Member Name and the Email Address to send invite to

  3. Hit Save

  4. They'll get an email from Giig. All they need to do is click Join Team and follow the instructions

That's it. No IT ticket, no faffing about with logins.

šŸ’” Pro tip: invite hasn't landed? Get them to check their spam or junk folder before you send another one.

Manager or User?

Once someone's joined, you decide what kind of access they get. Every team member is either a Manager or a User.

  1. Find them in the Team Members list on the Team page

  2. Click Actions next to their name

  3. Choose Change to a Manager to give them Manager access

Think of it like this: your senior consultants and team leads probably want more room to move. Your new starters? Maybe keep the stabilisers on for a bit.

Controlling who can do what with Team Access

This is where you get to be the boss.

  1. On the same page, scroll down to Team Access

  2. Open each section and choose what Managers can do

  3. Then choose what Users can do

There are plenty of options to restrict and open up (Dashboard, Job, Candidate, Company, Contact, Email, Files, Website, Pipeline, Reports, Notes and MCP), so it's worth going through them all. When you're happy, click Save.

Changes kick in the next time your team's session refreshes. A common setup is giving Managers more freedom and keeping Users a little more restricted, but every desk runs differently, so set it up the way that works for yours.

šŸ’” Pro tip: not sure where to draw the line? Start tighter and open things up as you go. Much easier than clawing access back later. Ask me how I know.

šŸ“¹ Watch a Full Giig Walkthrough

Need a hand?

Look, software's only useful if it actually helps you place people faster, that's the whole point of Giig. If something's not clicking, or you think a feature's missing that would make your life easier, tell me. I'm not a faceless support team, I'm the guy who built this thing. Email me: support@giighire.com

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