Teams: Manage Roles and Permissions

Roles and Permissions define what areas of the Organisation are available to the Members. You can see all available Roles here: My Organisation Manage Roles and Permissions.

Hover over the Permissions number to display the Permissions list for each Role:

Roles Overview

There are two types of Roles:

Organisation Role
Organisation Role is the role that defines which parts of the Organisation a Member has access to. Each Member must have an Organisation Role. The default Organisation Roles are as follows:

• Owner: the proprietor of the account, authorised to perform all actions. There can be only one Owner per Organisation and this Role is not transferable.
• Manager: a Manager can has access to the Organisation's profile and all jobs. They can perform all the actions available to the Owner, which means that they can run the Organisation on the Owner's behalf.
• Recruiter: a Recruiter is responsible for managing jobs and is not allowed to access or modify the Organisation's profile. They can post, edit and remove jobs, send invitations and manage proposals. They can send contract offers and react to the terms change proposals. 
• Associate: an Associate is not allowed to trigger any actions on an organisational level and they can't see any jobs unless they're added to a Team. In this case, they will only see the jobs within this Team. 

You can view your Organisation Roles here: My Organisation Manage Roles and Permissions Organisation Roles.

Team Role
Team Roles expand the scope of the Organisation Roles. It means that if a Member has an Organisation role (which is a higher-level role)  which allows them to manage jobs, they will be able to manage jobs in all Teams. There's no need to add them to Teams or assign them Team Roles.

Team Roles are useful for the Associates, who are the lowest tier of the Organisation Members. If an Associate is not added to any Team, they won't be able to see any jobs or contracts. To authorise them to perform any actions, you have to add them to a Team and assign them a Team Role. The default Team Roles are as follows:

• Team Manager: they can manage Team Members by reassigning their roles or removing them. They have full access to the jobs assigned to their Team. 

•  Team Recruiter: they are responsible for managing jobs within their Team. They can post, edit and remove jobs, send invitations and manage proposals. They can send contract offers and react to terms change proposals.

• Team Member: they can manage contracts assigned to the Team but cannot recruit independent contractors. They can accept and reject milestones, give bonuses, review time logs and manage disputes.

You can view your Team Roles here: My Organisation Manage Roles and Permissions Team Roles.

Add a Role

To create a new Team:

1. Go to My Organisation Manage Roles and Permissions.
2. Click "Add a Role".
3. Fill out the form. You will be asked to select Role type (Organisation Role or Team Role), add Role name, description and select the Permissions.
4. Click "Save Role".

Edit a Role

 To edit a Role:

1. Go to My Organisation Manage Roles and Permissions.
2. Click the button with three dots next to the Role you want to edit.
3. Click "Edit Role".
4. Make the necessary changes and Save.

Delete a Role

To delete a Role:

1. Go to My Organisation Manage Roles and Permissions.
2. Click three dots next to the Role you want to delete.
3. Select "Delete Role".
4. Confirm that you want to delete the Role. You will be asked to assign a new Role to all Members who currently have the Role you're deleting.
   
   

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