# Setting up your account and team

> Invite colleagues to your RemakeCV account, assign roles, set per-user credit limits and configure company-wide defaults.

Source: https://www.remakecv.com/help/getting-started/account-setup
Last updated: 2026-08-21

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Your RemakeCV account is scoped to your company. Where self-serve user management is enabled, an administrator adds a colleague and receives a temporary password to pass on — there is no invitation email. Everyone shares the company's templates and credit pool, while formatting preferences are set per user.

## How is a RemakeCV account structured?

There are two levels:

| Level | What it owns |
|---|---|
| **Company** | Templates, branding, credit balance, integrations, API keys, company details |
| **User** | Individual login, formatting preferences, optional per-user credit limit |

Templates are company-owned, which is what keeps agency output consistent. **Formatting preferences — date format, section toggles, headers and footers — are per user**, so two consultants can produce different-looking output from the same template if their settings differ. Worth aligning across the team when you onboard.

> **Note:** 
CV history is scoped to the company rather than to you individually, so colleagues can see CVs processed across the agency.

## How do I add a colleague?

### An administrator adds the user

Self-serve user management is available on some plans. If you cannot see the user-management tab, email support@remakecv.com and we will add the user for you.

### Collect the temporary password

RemakeCV generates a temporary password and shows it to the administrator. **No email is sent to the new user.**

### Pass it on securely

Send it through a channel you trust — not plain email if you can avoid it.

### They set their own password

The new user is prompted to change it on first login.

> **Warning:** 
There is no invitation email. If a colleague is waiting for one, they will wait indefinitely — the administrator has to pass the temporary password on directly.

## What should I configure first?

### Confirm your default template

Set the template most of your consultants will use day to day, so nobody has to pick one on every upload. See [template basics](https://www.remakecv.com/help/templates-and-branding/template-basics.md).

### Agree your date and section preferences

These are set **per user**, not company-wide, so agree them as a team and have each consultant apply the same settings. See [date formats and sections](https://www.remakecv.com/help/templates-and-branding/date-formats-and-sections.md).

### Decide on credit limits

By default the whole company draws from one pool. To cap individual consultants or ring-fence credits for a team, email support@remakecv.com — credit rules are not generally self-serve. See [credits explained](https://www.remakecv.com/help/account-and-billing/credits-explained.md).

### Have everyone turn on two-factor authentication

Each user enables it on their own account — there is no company-wide switch. Candidate CVs are personal data, so this is the highest-value security step you can take. See [two-factor authentication](https://www.remakecv.com/help/account-and-billing/two-factor-authentication.md).

### Connect your ATS

If you use Bullhorn, Vincere, JobAdder, Salesforce or Mercury, connecting it removes the download-and-re-upload step entirely. See [integrations overview](https://www.remakecv.com/help/integrations/integrations-overview.md).

## Can users see each other's CVs?

Yes. CV history is scoped to the company, so consultants can see CVs processed across the agency rather than only their own.

If that does not suit your agency's confidentiality requirements, tell us — email support@remakecv.com.

## Frequently asked questions

### Do all users share the same templates?

Yes. Templates belong to the company, so every user sees the same set unless a specific template has been restricted to named users.

### Does each user get their own credits?

Credits are pooled at company level. Per-user limits and shared pools can be layered on top, but they are configured by RemakeCV rather than self-serve.

### Will a new colleague get an invitation email?

No. A temporary password is generated and shown to the administrator, who passes it on. The user changes it at first login.

### How do I remove someone who has left?

Ask your administrator to remove them, or email support@remakecv.com. Removing a user does not delete the CVs they processed.