recruitera

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

How to Navigate Team & Roles in Recruitera

Team and roles

Learn how to search and filter your team members in Recruitera, and read each member's access status.

How to Search and Filter Team Members in Recruitera

Learn how to invite a new team member in Recruitera — send an email invitation and assign their role.

How to Invite a New Team Member in Recruitera

Learn how to edit a team member's role or details in Recruitera, including changing their login email.

How to Edit a Team Member's Role or Details in Recruitera

Learn how to remove a team member in Recruitera — revoke their access to the workspace.

How to Remove a Team Member from Recruitera

Learn how to deactivate a team member in Recruitera — switch off their access without removing them.

How to Deactivate a Team Member in Recruitera

Learn how to reactivate a team member in Recruitera — restore access for a deactivated member.

How to Reactivate a Team Member in Recruitera

Team Members

Access levels are set by hiring roles under Settings → Team & Roles → Hiring Roles. See the current guides.

Control Access Levels for Team Members

Learn how hiring roles and permissions work in Recruitera — what each role can do, the permission matrix, and how access is decided.

How to Manage Hiring Roles and Permissions in Recruitera

Learn how to create a new hiring role in Recruitera — start blank or copy an existing role, then fine-tune permissions.

How to Create a New Hiring Role in Recruitera

Hiring roles and their permissions are managed under Settings → Team & Roles → Hiring Roles. See the current guide.

System Default Special Roles Explained

Learn how to edit a hiring role's permissions or delete a role in Recruitera.

How to Edit or Delete a Hiring Role in Recruitera

Learn how to see and manage which team members hold a given hiring role in Recruitera.

How to View and Manage Team Members Within a Role in Recruitera

Create and manage hiring roles and permissions.

Hiring Roles

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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.

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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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