Team & Roles | CONFIRM Docs

The Users page (Settings → Users) lists everyone in your organization and lets admins invite new members, change roles, and remove access. Only admins can manage the team; other roles can view the member list.

The member list

The Active Members card shows each member’s name, email, role, and the date they last signed in. Your own row is marked (you).

Admins also see a row menu on each member with Edit Name and Remove Member.

Inviting a team member

Open the invite dialog

Go to Settings → Users and click Invite Team Member.

Enter their details

Fill in their Email and First Name (both required), and optionally a last name.

Choose a role

Pick Admin, Recruiter, or Viewer. New invitations default to Recruiter. See the role table below.

Send

Click send. The person receives an invitation email with a link to create their account and join your organization.

Pending invitations

Invitations that haven’t been accepted yet appear in a Pending Invitations card, showing the invitee’s name, email, role, and when the invitation was sent. Invitations that pass their expiration date are marked Expired.

From the menu on each pending invitation, admins can:

Resend Invitation — sends a fresh invitation email. Use this if the original expired or got lost.
Revoke Invitation — cancels the invitation so the link can no longer be used to join your organization.

Changing a member’s role

Admins see a role dropdown next to each member. Select a new role and the change applies immediately. You can’t change your own role — ask another admin if you need a different role.

Removing a member

From the row menu, choose Remove Member and confirm. The member loses access to your organization. You can’t remove yourself.

What each role can do

Capability	Admin	Recruiter	Viewer
View candidates, jobs, conversations, and the dashboard	Yes	Yes	Yes
Add, edit, advance, and reject candidates	Yes	Yes	No
Create and manage jobs	Yes	Yes	No
Message candidates and schedule interviews	Yes	Yes	No
View reports and analytics	Yes	Yes	No
Delete candidates, jobs, and talent pools	Yes	No	No
Invite, remove, and change roles for team members	Yes	No	No
Organization-wide rules (blocklist, employee roster)	Yes	No	No
My Account (own profile and security)	Yes	Yes	Yes

Viewers have read-only access throughout the portal. Recruiters can do day-to-day hiring work but can’t manage the team or organization-wide settings.