Team and security

Roles and permissions

Decide what members can see and do.

  1. Open Settings › Permissions for the workspace defaults: keep money to admins, and limit members to their office's or their own candidates.
  2. Open Settings › Roles to make named roles - what a consultant, resourcer or manager sees and can do - and give them to people.

The owner and admins always see and do everything. For office-only access, put people in offices in Settings › Offices & brands.

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