> ## Documentation Index
> Fetch the complete documentation index at: https://hub.agentr.global/llms.txt
> Use this file to discover all available pages before exploring further.

# Additional Settings

> Manage advanced configurations like team access, integrations, and screening settings.

## 👥 Users & Invites

The **Users & Invites** section allows you to manage your team members, roles, and access within AgentR.

<img src="https://mintcdn.com/agentr-309534c0/-ol_TTgDZ2EEAm93/images/users_invite.png?fit=max&auto=format&n=-ol_TTgDZ2EEAm93&q=85&s=8889d12c04f62f27e3f1427ec83e149b" alt="Users & Invites Dashboard" width="1302" height="760" data-path="images/users_invite.png" />

### What you can do:

* **View Users** → See all members added to your organization along with their roles and join details
* **Manage Roles** → Assign roles to control access levels
* **Invite Members** → Add new users by sending email invitations using the **Invite User** button
* **Track Invites** → Monitor invitation status (e.g., pending, accepted) and expiry details

### 🔐 Role Permissions

* **Admin** → Full access to applications
* **Member** → Full application access, cannot change organization settings, can invite only lower-role users
* **Viewer** → Can view and share job listings only

### 🔄 Tabs Overview

* **Users Tab** → Displays all active members in your organization
* **Invites Tab** → Shows pending invites with status, invited by, and expiration date

***

## 🔗 Zoho Integration

The **Zoho Integration** feature allows you to connect AgentR with Zoho to streamline your recruitment workflow and keep your data in sync.

<img src="https://mintcdn.com/agentr-309534c0/-ol_TTgDZ2EEAm93/images/zoho.png?fit=max&auto=format&n=-ol_TTgDZ2EEAm93&q=85&s=f87e8effd486b255f4b406e9a330605f" alt="Zoho Integration" width="1305" height="760" data-path="images/zoho.png" />

### What you can do:

* **Connect to Zoho** → Authorize your Zoho account and generate a secure API key
* **Secure API Access** → Copy and use the API key (visible only once) for integration setup
* **Sync Data** → Automatically sync candidate and job data between AgentR and Zoho
* **Centralize Workflow** → Manage hiring processes across both platforms
* **Disconnect Anytime** → Easily un-authorize Zoho integration when needed

> 🔐 The API key is shown only once for security reasons—make sure to copy and store it safely.

> 💡 This integration helps reduce manual work, avoid duplicate data entry, and maintain a seamless hiring workflow.

***

## 🤖 Pre-Screening Settings

The **Pre-Screening** section allows you to configure default AI screening settings for your organization.

<img src="https://mintcdn.com/agentr-309534c0/-ol_TTgDZ2EEAm93/images/setting_prescreen.png?fit=max&auto=format&n=-ol_TTgDZ2EEAm93&q=85&s=85cd717beeca3d3aa49a9617d6cd779a" alt="Pre-Screening Settings" width="1302" height="758" data-path="images/setting_prescreen.png" />

### What you can configure:

* **Default Assistant Name**
  Set the name of your AI assistant that will be used across all job screenings.

* **Screening Channels**
  Choose how candidates will be screened:

  * **AI Web Call** → Browser-based video screening
  * **AI Phone Call** → Traditional phone-based screening

***
