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Organization roles in Truffle

Control account-wide permissions with Owner, Admin, Member, and Viewer roles.

Updated over a month ago

Organization roles determine what users can do across your entire Truffle account. These roles control access to billing, security settings, user management, and whether someone can see all jobs or only jobs they're specifically added to.

This article explains each organization role, what permissions they include, and how to assign them to team members.


Organization role definitions

Owner

The Owner has complete control of the Truffle organization. There must be at least one Owner on every account.

What Owners can do:

  • Manage billing and subscription settings.

  • Manage security, integrations, and user permissions.

  • Invite and remove users from the organization.

  • Change any user's organization role.

  • Create and manage teams.

  • Create, view, and manage all jobs.

  • Always has access to all jobs and candidate data.

Note: Only Owners can manage billing and change other users' organization roles. This ensures account security and prevents accidental billing changes.

Admin

Admins help manage users, teams, and jobs across the organization. They can handle most settings and reporting but cannot manage billing or change organization roles.

What Admins can do:

  • Manage most settings and reporting.

  • Help manage users, teams, and jobs.

  • Create and manage teams.

  • Create, view, and manage jobs.

  • Typically see all jobs by default (based on your organization policy).

What Admins cannot do:

  • Manage billing or subscription.

  • Remove users or change organization roles.

Tip: Use the Admin role for HR team members or operations leads who need broad access but shouldn't control billing or user roles.

Member

Members are standard workspace users who can create and manage their own jobs. They only see jobs they've created or been explicitly added to.

What Members can do:

  • Create new jobs.

  • Manage jobs they own (edit settings, add collaborators, review candidates).

  • Manage candidates on jobs they're added to (permissions depend on their job role).

What Members cannot do:

  • View jobs they're not added to.

  • Access billing, organization settings, or integrations.

  • Invite users to the organization.

  • Manage other users' roles or permissions.

Note: Members are perfect for hiring managers who own specific roles but don't need visibility across the entire organization.

Viewer

Viewers have restricted stakeholder access. They can only see jobs they're explicitly added to and cannot create their own jobs or access organization settings.

What Viewers can do:

  • View jobs they're explicitly added to.

  • View candidates and activity on those jobs.

  • Add notes and ratings to candidates (depending on their job role).

What Viewers cannot do:

  • Create jobs.

  • View jobs they're not added to.

  • Access billing, settings, or destructive actions.

  • Invite users or manage permissions.

Tip: Use the Viewer role for external stakeholders, client contacts at recruiting agencies, or interview panel members who should only see specific jobs.


Permissions matrix

Here's what each organization role can do:

Permission

Owner

Admin

Member

Viewer

Manage billing and subscription

Manage security, integrations, and users

Manage most settings and reporting

Invite and remove users

Change organization roles

Create and manage teams

Create jobs

View all jobs by default

✓*

Manage jobs they own

View jobs they're added to

*Admins typically see all jobs by default based on your organization policy.


Organization role vs job role

Understanding the difference between organization roles and job roles is important for managing access effectively.

Organization role

Your organization role determines what you can do across your entire account, including:

  • Billing and subscription management

  • Security and integration settings

  • User management

  • Whether you see all jobs or only assigned jobs

Job role

Your job role determines what you can do inside a specific job, such as:

  • Own and manage job settings

  • Review and manage candidates

  • View candidate information

  • Add notes and ratings

You control job access in the Access & Collaboration section of each job's settings.

Example: A Member at the organization level might be a Job Owner on one job (full control), a Collaborator on another job (can review candidates), and have no access to other jobs.


Change a user's organization role

Only Owners can change organization roles.

  1. Go to Team Management in your Company Settings.

  2. Find the user whose role you want to change.

  3. Click the dropdown next to their current role.

  4. Select the new role (Owner, Admin, Member, or Viewer).

  5. The change takes effect immediately.

The user's permissions will update immediately across the entire organization.

Note: You cannot remove the last Owner from an organization. Transfer ownership to another user before removing or downgrading the current Owner.

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