Inviting and Managing Users

Managing users in your organization

Not using ATS or HR integrations? No problem. You can manually invite admins, employees, candidates, or vendors to onboard directly through the Organization tab in the Validia platform.


Inviting Internal Users

To invite admins or regular users (employees):

  1. Go to the Organization tab, Employees

  2. Click Invite User

  3. Enter the user's email address.

  4. Toggle Admin on or off.

  5. Click Submit.

An invite will be generated and appear in the Pending Signup Codes list. You can revoke it anytime before it is used.


Inviting Candidates (Hiring Security)

If your account has Hiring Enabled, you’ll see a section for Candidates in the Organization tab.

To invite a candidate:

  1. Click Invite Candidate.

  2. Enter their first name, last name, and email address

  3. Click Submit.

The candidate will receive a prompt to onboard and complete their bioprint before their interview.


Inviting Vendors (Vendor Security)

If your organization uses Validia for Vendor Security, a Vendors table will appear.

To invite a vendor:

  1. Click Invite Vendor.

  2. Enter their first name, last name, and email address.

  3. Check the Vendor box.

  4. Click Submit.

Vendors follow the same onboarding process as other users, and their bioprints will appear under the vendor section.


Managing Pending Invites

All invites appear in the Pending Signup Codes section with:

  • Email address

  • Role (Admin, User, Candidate, Vendor)

  • Date sent

You can invalidate any pending code with one click if it’s no longer needed.

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