Team & Settings
1 min read

Member Roles and Permissions

A breakdown of the four roles in RecruiteeAI and what each one can do.

RecruiteeAI uses a role-based access system. Every team member is assigned one of four roles, which determines what they can see and do within your organization.

RoleWho it's forKey permissions
OwnerThe person who created the organization. Usually the founder or HR lead.Full access to everything — including billing, plan changes, and deleting the organization.
AdminSenior recruiters or team leads who need full operational control.Full access except billing and organization deletion. Can invite members and change roles.
RecruiterDay-to-day recruiters running searches and managing pipelines.Can create and manage pipelines, run searches, add candidates, reveal contacts, and schedule interviews. Cannot manage members or billing.
ViewerHiring managers or stakeholders who need read-only access.Can view pipelines and candidates. Cannot add candidates, run searches, or change any data.

Changing a member's role

  1. 1

    Navigate to Members

    Click "Members" in the left sidebar.

    Navigate to Members
  2. 2

    Find the team member

    Locate the team member in the list whose role you want to change.

  3. 3

    Click their role badge or the edit option

    Click on the role badge or find the role edit option (may be in a dropdown menu next to their name).

    Click their role badge or the edit option
  4. 4

    Select the new role

    Choose the new role from the dropdown. The change takes effect immediately.

Removing a team member

  1. 1

    Find the member in the Members list

    Navigate to Members and find the person you want to remove.

  2. 2

    Click "Remove" or the delete option

    Look for the remove/delete option in the member's row (usually a trash icon or "Remove" link).

    Click "Remove" or the delete option
  3. 3

    Confirm removal

    Confirm the action. The user will immediately lose access to your organization. Their past activity (notes, stage changes, etc.) is preserved.

There must always be at least one Owner in an organization. You cannot remove the only Owner.

Was this article helpful?