Access REC Consolidated

This article explains why you are not able to amend placements created by other consultants.

Unable to edit another Consultants placements

This article explains what to do if, when trying to add a consultant to a placement you get the error "A Primary Consultant already exists for this placement".

A Primary Consultant already exists for this placement

What to do if, when creating a default activity under the documents tab on Placements you get an error message saying 'No Items To Merge'.

Placement Document Activity - No Items To Merge

How do we change the client for a placement?

Change the client on a placement

This article explains why you are not able to change an attribute on some placements.

Unable to change attribute on a placement

This article explains how to how to resolve the problem of not being able to create diary entries for workers/applicants (repeats) that just sit in a loop.

Updating applicant diary not working

This article provides information about the issue where, when clicking Create Default Placement Activity, nothing happens and no error is generated.

When choosing Create Default Placement Activity, nothing happens

If you have accidentally marked a large number of workers as unauthorised absence, see below for how to resolve this issue.

Bulk remove unauthorised absence records

This article explains how to create a new contract or permanent placement.

Create a Placement

Terence Cassidy

Setting up, managing and ending placements

Placements

🔧Status Dashboard

Recruitment Agencies

Access Recruitment CRM

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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