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Team Member Roles

Manage Organization

Quickstart Guide

Intro:
Team member roles in OCW control access to admin and premium features. Assign roles and manage feature access from the Org > Roles.

Step-by-Step Guide:

  1. Click Org in the main navigation menu.
  2. Select Roles.
  3. Find the team member whose role you want to change.
  4. Choose a role: Recruiter, Employer, or Staff.
    • Recruiter/Employer: Access to admin features
    • Staff: No access to admin features
  5. (If on a paid plan) Select which users should have access to premium features.
  6. Save changes.
  7. Instruct users to sign out and sign back in for changes to take effect.

Refer to separate tutorials about adding team members.

Frequently Asked Questions

Q: What’s the difference between Recruiter, Employer, and Staff roles?
A: Recruiter and Employer roles have admin access; Staff does not. Recruiter and Employer are currently functionally identical, but may diverge as new features are added.

Q: Can I change a team member’s role at any time?
A: Yes, roles can be changed at any time from the Roles page. Users must sign out and sign back in for changes to apply.

Q: How do I give a team member access to premium features?
A: If you have a paid plan, you can assign premium access to specific users from the Roles page.

Q: Is there a limit to the number of team members or admin users?
A: No, you can add as many team members as you like. Premium feature access is limited by your subscription.

Q: What happens if I downgrade my plan?
A: If you downgrade, only the number of users covered by your plan will retain access to premium features. Others will have access to free features only.

Q: Why do users need to sign out and sign back in after a role change?
A: This ensures their new permissions and feature access are applied correctly.