Manage Portal Users in Springworks: Add & Delete Accounts

How do I add/delete users from my end to manage the portal?

Here are the steps on how you can add/delete users:
  1. Click My Team from the left navigation 




  2. Click Add User
  3. Fill in the required details — Name, Email ID, and Phone Number


  4. Select an Access Level:
Notes
Please note - We have three types of access
HR access- Users added under this access will only be able to see the candidates that they have added into the portal.They won’t be able to buy new packages/Approve charges
Admin access- Users added under this access will be able to see all the candidates added by each and every user. They will also be able to buy new packages and Approve charges.
Recruiter Access — Can add candidates (single and bulk) but cannot view the Candidates list, candidate profiles, or verification results. They get a restricted dashboard showing only candidates they added or whose category matches theirs, with status and dates hidden. Recruiters cannot access alumni verification, candidate analytics, or billing features.
  1. Click Save



  1. Select the email preferences for the newly added user 
Notes
Note - Email Notifications for Recruiter Role
On by default:
  1. BGV form submission overdue — Daily digest listing candidates who haven't submitted their form yet
  2. Candidate email bounced — Notifies when a candidate's email address is unreachable
  3. Loop me into insufficiency emails — Real-time email with full insufficiency detail (check type, what the candidate needs to provide, ops comments) so the Recruiter can follow up with the candidate directly

    Off by default (Admin must enable these per Recruiter if needed):
  4. Insufficiency overdue — Digest of candidates with long-pending insufficiencies (check type + days pending)
  5. BGV form submitted — Notifies when a candidate completes their form
  1. Done — the user will appear under My Team
    How to delete users from the portal?

    1. Go to My Team
    2. Click the Delete icon next to the user's name



    3. Confirm the deletion in the pop-up
    4. The user will be deleted from the portal