Roles & permissions

Every member has one role, set when they're invited and changeable any time from Settings → Members → Active members.

The roles

Role	Intended for	In short
Owner	Agency principal	Everything, with no restrictions.
Admin	Ops / senior managers	Everything an owner does day-to-day: all records including placement fees, all reports including Placement Finance, workspace settings, and member management.
Team lead	Desk / pod leads	Full recruiting access across companies, contacts, candidates, jobs, applications, interviews, lists, activities and tasks. Placements are read-only and fee figures are hidden. Reports yes, finance reports no. Can invite teammates but cannot change roles, remove members or revoke invites, and cannot open workspace settings.
Recruiter	Consultants	The 360 desk: full control of companies, contacts, candidates, applications, interviews, lists, activities and tasks, and can create and edit placements — but jobs are read-only, placement fee figures are hidden, and Reports are not available at all.
Coordinator	Delivery support	Schedules and runs interviews, moves applications through stages, and manages activities and tasks. Candidates, contacts, companies, lists and placements are read-only; there is no access to Jobs and no Reports.
Sourcer	Research / talent pool	Full control of candidates and lists. Companies, contacts, jobs, applications and interviews are read-only; notes and tasks can be created but not edited or deleted; no placements and no Reports.
Viewer	Stakeholders	Read-only everywhere, including Reports. Cannot save or change table views.

Placement fee and finance figures, and the Placement Finance dashboard, are limited to Owners and Admins. Everyone else sees placements without the money.

Rules worth knowing

• Managing the team: only owners and admins can change roles, remove members and revoke invitations.
• Inviting: owners, admins and team leads can invite. A team lead can only invite Recruiter, Coordinator, Sourcer and Viewer; an owner or admin can invite any role at or below their own. The invite dialog never offers Owner — a second owner is appointed by an existing Owner changing an existing member's role.
• Invitations expire after 14 days and hold a seat until they're accepted, revoked or expired. See Billing & seats.
• Self-protection: you can't change your own role, you can't assign a role above your own, and the workspace always keeps at least one owner or admin.
• Email visibility is orthogonal to roles — even an owner can't read a teammate's restricted mailbox beyond its sharing level. See Email privacy & sharing.

Choosing roles

Default consultants to Recruiter — but if they need Reports, or to create and edit jobs themselves, they need Team lead or higher. Reserve Owner/Admin for people who should see fee figures and change workspace settings. Use Viewer for anyone who needs to see, not touch.