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Create and manage teams in Truffle

Organize team members and grant job access to multiple people at once.

Updated over a month ago

Teams let you group people in your organization and assign them to multiple jobs with a single action. Instead of adding collaborators individually to each job, create teams for common groups like "Engineering Hiring Panel" or "HR Recruiters" and assign the entire team at once.

This article explains how to create teams, add members, and use teams to manage job access efficiently.

Why use teams

Teams save time and ensure consistency when multiple people need access to multiple jobs.

Benefits of teams

  • Faster job setup: Add an entire team to a job instead of selecting individuals one by one.

  • Consistent access: Everyone on the team gets the same job role automatically.

  • Easier maintenance: Add or remove team members in one place, and their access updates across all assigned jobs.

  • Better organization: Group people by department, function, or responsibility for clearer access management.

When to create teams

Create teams when:

  • Multiple people regularly collaborate on similar jobs (example: "HR Recruiting Team" for all jobs).

  • You hire for the same department repeatedly (example: "Engineering Interview Panel" for all engineering roles).

  • You want to standardize who has access to certain types of jobs (example: "Executive Reviewers" for leadership positions).

Tip: Teams are optional. You can still add individual collaborators to jobs without creating teams.


Create a team

Only Owners and Admins can create and manage teams.

  1. Go to Company Settings and click Team Management.

  2. Click the Teams tab at the top of the page.

  3. Click New team.

  4. Enter a Team name (example: "Engineering Hiring Panel" or "HR Recruiters").

  5. (Optional) Add a Description to explain the team's purpose.

  6. Click Create Team.

Your new team is now created. The next step is to add members.

Note: Creating a team doesn't automatically give members access to any jobs. You'll need to assign the team to specific jobs or add members who will then be assigned to jobs.


Add members to a team

After creating a team, add the people who should be part of it.

  1. Open the team by clicking its name in the Teams list.

  2. Click Add members.

  3. Search for teammates by name or email.

  4. Click on each person you want to add to select them.

  5. Review your selections at the bottom of the modal.

  6. Click Add.

The selected members are now part of the team. When you assign this team to a job, all members will automatically get access.

Tip: You can only add people who are already in your Truffle organization. If someone isn't in the list, invite them to your organization first in the People tab.


Assign teams to jobs

Once your team has members, assign it to jobs to grant access.

  1. Open the job you want to manage.

  2. Click Settings.

  3. Click Access & Collaboration.

  4. Click Assign team.

  5. Select the team you want to add.

  6. Choose the job role for the team (Job Owner, Collaborator, Reviewer, or Viewer).

  7. Click Add.

All team members now have access to the job with the role you selected.

Important: All team members receive the same job role. If different members need different levels of access, add them individually instead of using a team.


Manage teams

View team details

Click any team name in the Teams list to see:

  • Team description

  • Number of team members

  • Number of jobs the team has access to

  • Full list of team members

Edit team information

  1. Open the team by clicking its name.

  2. Click the menu icon (three dots) in the top right.

  3. Select Edit team.

  4. Update the team name or description.

  5. Click Save.

Remove team members

  1. Open the team by clicking its name.

  2. Find the member you want to remove.

  3. Click the menu icon next to their name.

  4. Select Remove from team.

The person loses access to any jobs where they were only added through this team. If they were also added individually to a job, they retain that access.

Delete a team

  1. Open the team by clicking its name.

  2. Click the menu icon (three dots) in the top right.

  3. Select Delete team.

  4. Confirm the deletion.

Important: Deleting a team removes it from all jobs. Team members who were only added through the team will lose access to those jobs. Members added individually to jobs will keep their access.


Best practices

Name teams clearly

Use descriptive names that explain who's on the team or what they do. Good examples: "HR Recruiting Team," "Engineering Interview Panel," "Sales Hiring Managers."

Add descriptions

Write a brief description explaining the team's purpose. This helps other Admins and Owners understand when to use each team.

Create role-specific teams

If the same group of people needs different access levels on different jobs, create separate teams. For example, create "Engineering Reviewers" and "Engineering

Collaborators" instead of one "Engineering Team."

Review team membership regularly

Periodically check that team members still need access. Remove people who have changed roles or left the company.

Combine teams with individual access

Use teams for your core hiring group, then add individual collaborators for specific stakeholders. For example, assign the "HR Team" to all jobs, then add the department manager as a Job Owner individually.

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