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Team Member Roles
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:
- Click Org in the main navigation menu.
- Select Roles.
- Find the team member whose role you want to change.
- Choose a role: Recruiter, Employer, or Staff.
- Recruiter/Employer: Access to admin features
- Staff: No access to admin features
- (If on a paid plan) Select which users should have access to premium features.
- Save changes.
- 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.