Skip to main content

How to Navigate Team & Roles in Recruitera

Learn how to navigate Team & Roles in Recruitera — manage who has access to your workspace and what each role can do.

Team & Roles is where you manage who has access to your workspace and what they can do. It has two screens: Team Members (the people) and Hiring Roles (what each role is allowed to do). This requires a role with permission to manage roles & members (typically Admins).

Before you start

  • Required role: a role with the Manage roles & members permission (typically Admins)

  • Where to find it: Settings → Team & Roles

The two screens

  • Team Members — everyone with access to the workspace and the state of that access (Active, Pending, or Inactive). Invite people, change their role, edit their details, and deactivate or remove them here.

  • Hiring Roles — the roles (like Company Admin, Hiring Manager, Recruiter, Interviewer) and exactly what each one can do, shown as a permission matrix. Create and edit roles here.

Frequently asked questions

What's the difference between a member and a role?

A member is a person with access; a role is the set of permissions you assign to them. You manage people on Team Members and define permissions on Hiring Roles.

Can someone hold more than one role?

Yes. When a member holds more than one role, their effective access is the union of those roles.

Did this answer your question?