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Teams

Teams let you organize members and candidates within your organization, controlling who can access and manage which candidates.

Create a team​

Members with the Create new teams permission can create a team. Go to Teams and click Create a team. Give the team a name and an optional description.

Team page​

Each team has a page showing:

  • Candidates assigned to the team
  • Team Members in a sidebar, with a Manage link for those with the Edit and delete teams permission

Member roles​

Each member on a team has one of three roles:

  • View — can view candidates and members on the team
  • Assist — can propose profile and resume changes for candidates on the team
  • Manager — can manage the team, add/remove members, and assign candidates
Note

Owners and Primary Owners are always assigned the Manager role on any team they belong to and cannot be changed.

Manage team members​

Members with the Edit and delete teams permission can access the Manage page for a team. From there you can:

  • Add a member — select from active organization members not already on the team, and set their role
  • Change a member's role — update their role using the dropdown (not available for Owners)
  • Remove a member — remove them from the team

Assign candidates​

Members with the Edit and delete teams permission can assign candidates to a team from the team's page. Select a candidate from the Assign Candidate dropdown. Candidates can be removed from the team at any time.

Edit or delete a team​

From the team page, members with the Edit and delete teams permission can rename the team or delete it via the Actions menu. Deleting a team removes all candidate assignments and team memberships.