Roles and permissions

Available onEvery plan

Who can do thisOwners and admins manage roles

Every member of your workspace has one of four roles: Owner, Admin, Recruiter or Viewer. Roles are fixed; you can't make custom roles.

The four roles

Role	In short
Owner	Everything, including the owner-only actions below. Each workspace has one owner.
Admin	Manages team, settings, branding and all hiring work, and can change the plan and buy top-ups.
Recruiter	Runs hiring pipelines and candidates. No team or settings access.
Viewer	Read-only. Sees pipelines, candidates and reports. Cannot edit anything.

What each role can do

Task	Owner	Admin	Recruiter	Viewer
Read jobs, candidates and reports	Yes	Yes	Yes	Yes
Create jobs, add candidates and send invites	Yes	Yes	Yes	No
Send candidates to hiring managers and share shortlists	Yes	Yes	Yes	No
Export candidate data	Yes	Yes	Yes	No
Delete interviews	Yes	Yes	No	No
Invite members and change roles	Yes	Yes	No	No
Change company details, branding and the Live AI interviewer	Yes	Yes	No	No
Change compliance policies	Yes	Yes	No	No
View the audit log and impact-ratio data	Yes	Yes	No	No
Change the plan and buy top-ups	Yes	Yes	No	No
View Data and privacy	Yes	Yes	No	No
Set retention, place or release legal holds	Yes	No	No	No
Export the whole workspace	Yes	No	No	No
Connect single sign-on and verify domains	Yes	No	No	No
Transfer ownership	Yes	No	No	No
Close the workspace	Yes	No	No	No

Some features also depend on your plan. Each page says which plans include it.

Who manages billing

On Settings > Plan and credits, owners and admins can both change the plan, add top-ups, set up auto-refill and download the credit history. Recruiters and viewers don't see the card. If they reach the billing page, it says Only company owners and admins can change the plan or add top-ups.

About the in-app wording

The Transfer ownership dialog says "Only the Owner can manage billing and delete the company." In this release, admins can also change the plan and buy top-ups. Closing the workspace is owner-only.

Invite a member

1. In the sidebar, click Settings, then Team and roles.
2. Click Invite member.
3. Enter their Email address and pick a Role: Recruiter, Admin or Viewer.
4. Click Send invitation.

See Invite your team.

Change someone's role

1. Open Settings > Team and roles.
2. Open the menu next to the person and click Change role.
3. Pick the New role and click Update role.

From the same menu you can Suspend account, Reactivate account or Remove someone. The owner's row has no menu.

Transfer ownership

Only the owner can do this, and only to an active admin. If there is no admin yet, make someone an admin first with Change role.

1. Open Settings > Team and roles.
2. Click Transfer ownership.
3. Under Transfer to, pick the admin.
4. Type TRANSFER OWNERSHIP to confirm.
5. Click Transfer ownership.

You become an admin and the person you picked becomes the owner. It takes effect at once, and only another transfer reverses it.

Viewers are read-only

Viewers can open jobs, candidates and reports, but every button that changes something is turned off for them. Use this role for people who need to read reports without acting on them.

Hiring managers are not members

Hiring managers review candidates from private links and don't need an Infyva account. They don't count as members and don't have a role. See Send candidates to a hiring manager.

The exception: if you turn on Require SSO on hiring-manager links, a hiring manager who signs in through SSO joins the workspace with your SSO default role, Recruiter or Viewer.

Next steps

• Invite your team
• Workspace settings
• Sign-in rules and two-factor
• Accounts, roles and limits