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Managing users on Maki

This article will show you how you can manage the different users and teams in your Maki account.

Solène avatar
Written by Solène
Updated over a week ago

On Maki, teamwork and organization are essential for a smooth recruitment process. You can find below the different groups that we have in Maki and their definition:

  • Teammates are people with roles that let them manage and take part in assessments on the platform.

  • Teams are groups like departments or country-based units that help streamline assessments and provide focused data.

  • Locations are different geographic or operational areas within the organization for managing assessments specific to those areas.

💡 There are different roles available in Maki that can help you manage your users effectively and you can find more information about it and the permissions for each role on this link.

The following sections explain how to invite teammates, create teams, and set up locations in Maki.

How to invite teammates

You’ll find below the different steps to follow in order to invite and give access to your teammates in Maki. Please take note that only Admin and Recruiters roles can invite their teammates.

  1. Go to Settings > Organization.

  2. Under the Members tab, click on the Invite Teammates button.

  3. Type the email address of the teammate that you want to invite.

  4. Select the role you would like to assign to your teammate and which assessments you would like them to access. Please take note that there’s no need to select assessments if the role selected is Admin.

  5. Click on Invite.

  6. If the user is invited successfully, you should be able to see the user on the list of users with the status Invited. It will change to Registered once the user has activated their account.

How to delete teammates in Maki

You’ll find below the steps you can follow to delete users in Maki. Please take note that only Admin and Recruiters roles can invite their teammates.

  1. On the Members tab, click on the Trash icon under the Actions column.

  2. A pop up will show to confirm if you would like to delete the user.

  3. Click on Delete and the user will be deleted.

How to create teams?

Recruiters can set up different teams in Maki based on how they want it to be to keep the platform organized. Setting up teams will help the recruiters see the assessments that are only assigned to them. On top of that, it gives you a more targeted data or analytics that can help further improve the application process.

Teams can be different departments such as HR, Finance, IT, etc. It can also be based on countries for example, if a company has multiple locations. You will find below the steps that admin and recruiters can follow to create teams in Maki.

  1. Go to Settings > Organizations.

  2. Click on the Teams tab.

  3. Click on Create a team button.

  4. Type the Team Name

  5. Select the users you would like to add to the team from the dropdown.

  6. After choosing the members, you may now select the assessments you would like the team to have access to. Alternatively, teams can also be added to a given assessment in the platform.

  7. Click on Save.

How to create locations

Recruiters can also set up locations just like how they can create teams in Maki by following the steps highlighted below:

  1. Go to Settings > Organization.

  2. Click on Locations tab.

  3. Click on Create a location button.

  4. Type the Location and select which assessments are applicable for the said location and click Save.

By following these straightforward steps, Admins and Recruiters can efficiently manage teammates, create teams, and set up locations in Maki, ensuring an organized and streamlined assessment process. This functionality enhances collaboration and provides targeted data analytics to improve recruitment outcomes.

💡 Need help with anything?

If you have questions on how to manage your users in Maki, do not hesitate to reach out to our support team at [email protected]. We’re here to help you make the most of our platform and facilitate your recruitment process.

Thank you for being part of our Maki community!

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