User Account Setup

User Account Setup allows you to view/edit information necessary to integrate with a third-party account (e.g. eQuest, Monster, TalentWise, etc.). For example, it allows you to view/edit User Name and Password information..

Accessing User Account Setup

  1. Mouse over Administration on the main navigator and then select Administration.
  2. In the General Administration area, select Manage Partner Integrations.
  3. The Partner Setup segment displays by default. You can select the User Account Setup segment by clicking on the segment name in the segment drop-list.
  4. You can exit Manage Partner Integrations by selecting Close from the right side of the screen.

The User Account Setup Grid

The main User Account Setup page displays a grid showing a list of existing accounts. The grid displays the partner name, the account name, the user name, the input date, the update date and the Active status.

  • To view detail about an account, click the name of the account in the Partner Integration column.

    You can add an account, view users on an account, add users to an account or remove users from an account. For more information on these actions, see below.

The Account Record

The Account Record has one segment: Summary.

The Summary segment displays the following information:

  • Account Name
  • User Name: User name used to access the account.
  • Password: Password used to access the account.
  • Partner Integration: The partner with whom you are integrating. You can use the Code Selection icon to change this information. Options include: Broadbean, CareerBuilder, Adobe Sign and others.
  • Active: Indicates whether the account is currently active (checked) or not active (unchecked). You can click in the checkbox to toggle it between checked and unchecked.
  • Notes: Contains additional information about the account (optional).
  • Input: User who added the account, along with the date it was added.
  • Updated: User who last updated the account information and the date it was updated.

Adding an Account

  • To add an account, click the Add Accounts button. The Add Account window displays asking for the following information:

    • Partner Integration: Use the Code Selection icon to select the partner with which you want to integrate. Options include: Broadbean, CareerBuilder, EchoSign and others. This is required.
    • Account Name: The name by which you want to refer to the account. This is required.
    • User Name: The User Name used to access the account.
    • Password: The Password used to access the account.
    • Notes: Any additional notes concerning the account.

    When you are satisfied with the information you have entered, click Confirm. The Account is added to the Accounts grid.

Viewing Users Associated with an Account

  • To view users associated with an account, click the radio button on the left of the row containing the account for which you want to view users. Click the View Users button. The associated Users display in the Users grid. You can click on the User ID to jump directly to the User's Profile.

Adding Associated Users

  • To add one or more associated users to an account, click the radio button on the left of the row containing the account for which you want to add users. Click the Add Users button.

    The Add Users to Partner Integration Account window displays. Place a check in the checkbox of all users you want to add to the account. When you are satisfied with your selections, click Confirm.

Removing Users from an Account

  • To remove one or more associated users from an account, click the radio button on the left of the row containing the account for which you want to remove users. Click the Remove Users button.

    The Remove Users from Partner Integration Account window displays. Place a check in the checkbox of all users you want to remove from the account. When you are satisfied with your selections, click Confirm.