Team Management lets you invite colleagues to your Truffle account and control what they can access. You can add teammates with different organization roles based on their responsibilities, from full account Owners to restricted Viewers who only see specific jobs.
This article explains how to invite team members, assign roles, and manage your team effectively.
Invite team members
Only Owners and Admins can invite new users to your Truffle organization.
Go to Company Settings in your Truffle account.
Click Team Management in the sidebar.
In the Invite teammates section, enter the colleague's email address.
Select their organization role from the dropdown (Owner, Admin, Member, or Viewer).
Click Send invite.
The person will receive an email invitation to join your Truffle account. They'll need to accept the invitation and create their account (or sign in if they already have one) to access your organization.
Choose the right role
When inviting teammates, select the organization role that matches their responsibilities.
Manage existing team members
View and manage your current team members in the Team Management page.
View team members
The team list shows:
Name and email of each team member.
Role (Owner, Admin, Member, or Viewer).
Status (Active or Invitation Pending).
Last active timestamp showing when they last used Truffle.
Change a team member's role
Only Owners can change organization roles.
Go to Team Management in Company Settings.
Find the team member whose role you want to change.
Click the role dropdown next to their name.
Select the new role.
The change takes effect immediately across the entire organization.
Remove a team member
Only Owners can remove users from the organization.
Go to Team Management in Company Settings.
Find the team member you want to remove.
Click the menu icon (three dots) next to their name.
Select Remove from organization.
Confirm the removal.
The user will immediately lose access to your Truffle account, all jobs, and candidate data.