For Owners and Admins organizing teammates into groups for shared access.
Teams are groups of teammates that share the same job-level role on a position. Instead of adding each person to every role one at a time, create a team once, add its members, then assign the whole team to a position with one role. Use teams for departments (Engineering team gets Reviewer access to every engineering role) or for panels (a four-person interview panel gets Collaborator access to one position).
How to create a team
To create a team, open Company Settings → Team Management and switch to the Teams tab.
In the sidebar, click Company Settings.
Open the Team Management tab.
Click the Teams sub-tab.
Click Create team.
Give the team a name (for example, Engineering or Sales hiring panel).
Add members by email. Anyone you add must already be on your Truffle account. Invite them first if not.
Click Save.
How to assign a team to a position
Once a team exists, you can grant it access to any position in one action.
Open the position from the Positions list.
Click the Settings tab on the position.
In the Access section, click Add team.
Pick the team and the job-level role you want the team to have (Job Owner, Collaborator, Reviewer, or Viewer).
Click Save.
Every member of the team now has that role on the position. If you add someone to the team later, they inherit the role automatically. If you remove them from the team, they lose access unless they have other access on that position.
When to use teams vs. individual access
Use a team when multiple people need the same role on the same position (or on a series of positions). Use individual access when the composition is genuinely one-off.
Use a team. Your whole Engineering group should review every engineering position; your panel of four is evaluating one specific role together.
Use individual access. You need one stakeholder to review a single candidate on one position and nothing else. Add them as a team member, then remove them when you're done.
