Creating and adding business users

In PICMI, adding or removing business users is simple and helps manage who has access to your account.

• Adding a user: When you want someone in your organisation to use PICMI, you can invite them by entering their email address. They’ll receive an email to set up their account and get access to your PICMI workspace.

• Removing a user: If someone no longer needs access, you can remove them from your account. This ensures they won’t be able to log in or see any of your business data.

These steps are quick and help keep your team organised while maintaining security.

Create business user

1. At the top of PICMI, click Setup
2. Select Users
3. Click **Add New User**
4. Work through the fields
   • Email, first and last names
   • Enter the field details as you go
5. Click Save when finished

The person will be added to the organisation and notified in their email inbox

note

All users have the same access and get notified on an accepted application

Suggested onboarding topics (depending on role)

Getting Started / Core Concepts

• Understanding how jobs, workflows, and contract templates link together
• Creating a job
• Inviting job seekers (URL, QR code, or direct invite)
• Validating job setup and configuration

Jobseeker Experience

• Viewing the platform from the jobseeker’s perspective (preview workflows)
• Understanding how job seekers move through the application and signing process
• Seeing how job seekers complete onboarding

Managing Applications

• Tracking job seekers
• Managing application statuses
• Adding status messages
• Using filters, views, and exports on the People page

Workflows & Contracts

• Previewing and editing workflows (questions, pages, personal information)
• Understanding how workflows impact integrations
• Managing contract templates (and how changes can affect completion)

Notifications & Day-to-Day Use

• Understanding how notifications work
• Monitoring progress and activity

Integrations & Payroll (if relevant)

• Understanding integrations and data flow
• Exporting data and payroll setup

Help Centre Resources

• FAQs
• Getting Started for understanding more about concepts
• Guides to features (Jobs, Applications, Contract Templates, Workflows)

Remove a business user

1. At the top of PICMI, click Setup
2. Select Users
3. Locate the user, click Delete

The person will no longer have access to the organisation

note

People can be added again later