Inviting Team Members

Inviting Team Members

Collaborate on hiring decisions by inviting teammates to your Candidate Audit organization.

Why Add Team Members?

Team collaboration improves hiring through:

• Multiple perspectives: Different team members evaluate different aspects
• Distributed workload: Share candidate screening responsibilities
• Better decisions: Collective wisdom reduces individual bias
• Faster process: Parallel evaluation speeds up hiring

Inviting Team Members

Quick Invite

1. Click your organization name in top navigation
2. Select "Team Members"
3. Click "Invite Member"
4. Enter email address
5. Choose role (see Roles & Permissions)
6. Send invitation

Invitee receives email with signup link.

Bulk Invite

Invite multiple members simultaneously:

1. Go to Team Members page
2. Click "Bulk Invite"
3. Enter email addresses (one per line or comma-separated)
4. Assign role (applies to all in this batch)
5. Send invitations

Useful when onboarding entire hiring team.

Invitation Process

What Invitees Receive

Email contains:

• Invitation to join your organization
• Your organization name
• Role they're being assigned
• Link to accept invitation
• Invitation expires in 7 days

What Happens After Acceptance

1. Invitee clicks link
2. Signs up or logs in to Candidate Audit
3. Automatically added to your organization
4. Gains access based on assigned role
5. You receive notification of acceptance

Managing Invitations

Pending Invitations

View all sent invitations:

• Team page → "Pending Invitations" tab
• See who hasn't accepted yet
• When invitation was sent
• When it expires

Resend Invitation

If team member didn't receive email:

1. Find invitation in "Pending" list
2. Click "Resend"
3. New email sent with extended expiration

Cancel Invitation

Changed your mind before acceptance?

1. Find invitation in "Pending" list
2. Click "Cancel"
3. Link becomes invalid

Team Member Limits

Free plan: Up to 3 team members

Starter plan: Up to 10 team members

Professional plan: Up to 50 team members

Enterprise plan: Unlimited team members

Upgrade plan to invite more members.

Setting Initial Access

During Invitation

Choose what new member can access:

• All campaigns: Full visibility to organization campaigns
• Specific campaigns: Only campaigns you select
• No campaigns initially: Admin assigns access after acceptance

Adjust this anytime after member joins.

Onboarding New Members

After Team Member Accepts

1. Assign to campaigns - Give access to relevant hiring campaigns
2. Set permissions - Adjust role if needed
3. Share guidelines - Point to your hiring process docs
4. Initial training - Show how to use assessments and comparisons

Welcome Message

Include in invitation or send separately:

• How your organization uses Candidate Audit
• Expectations for candidate evaluation
• Your hiring standards and criteria
• Who to contact with questions

Removing Team Members

Offboarding Process

When team member leaves organization:

1. Go to Team Members page
2. Find the member
3. Click menu (•••) → "Remove"
4. Confirm removal

What happens:

• Member loses access immediately
• Their historical activity remains (audit trail)
• Comments and assessments they created stay attributed to them
• Can no longer log in to your organization

Transferring Ownership

If removing a campaign owner:

1. Reassign campaign ownership first
2. Then remove team member
3. Prevents orphaned campaigns

Team Member Roles

During invitation, assign one of these roles:

Admin

• Full organizational access
• Can invite/remove members
• Manage billing and settings
• All campaign access

Hiring Manager

• Create and manage campaigns
• Assess candidates
• Invite team to specific campaigns
• Limited org-wide settings access

Recruiter

• Add candidates to campaigns
• Request assessments
• View results
• Cannot modify campaign settings

Reviewer

• View candidates and assessments
• Add comments
• Cannot add candidates or modify data
• Read-only access

See Roles & Permissions for complete details.

Multi-Organization Members

Team members can belong to multiple organizations (e.g., consultants, contractors).

Switching Organizations

Members switch between orgs:

1. Click organization dropdown
2. Select different organization
3. Context switches entirely

Data is completely isolated between organizations.

Security Best Practices

Email verification: Only invite work email addresses you recognize.

Least privilege: Assign minimum necessary role; upgrade if needed later.

Regular audits: Quarterly review of who has access and why.

Offboard promptly: Remove access same day when team members leave.

Notification Settings

Control invitation notifications:

1. Organization settings → "Notifications"
2. Choose who gets notified when:
   • New member invited
   • Member accepts invitation
   • Member removed

Common Scenarios

Adding Interview Panel

For specific role interview panel:

1. Invite each panelist
2. Assign "Reviewer" role initially
3. Grant access to specific campaign
4. They can view and comment on candidates

Adding HR/Recruiting Team

For recruiting coordinators:

1. Invite with "Recruiter" role
2. Give access to all campaigns
3. They can add candidates and request assessments
4. Cannot modify campaign settings (prevents conflicts)

Adding Executive Stakeholders

For decision-makers who want visibility:

1. Invite with "Reviewer" role
2. Grant access to specific high-priority campaigns
3. They can view and comment
4. Won't accidentally modify data

Next Steps

• Understand roles & permissions in detail
• Share candidates with team
• Use team communication features

Pro Tip

Role naming: Add context to invitations like "Inviting you as Reviewer for Senior Eng campaign" in the email message field to clarify expectations upfront.