Everyone in your workspace has a role and teams. They are separate:
- The role, Admin or Member, decides what someone can do.
- Their teams, All teams or only some teams, decide which assessments, candidates and results they see.
If you have not made anyone a member and have not created a team, nothing has changed for you. Everyone already in a workspace is an admin on All teams.
What an admin can do
As well as everything a member can do, an admin can:
- pay, and see billing and usage,
- invite people, and choose their role and their teams,
- change someone's role or teams, or remove them,
- make and manage teams, and move assessments between teams,
- use the API key and the integrations, including webhooks, Slack and Microsoft Teams,
- change company settings and branding,
- delete candidates.
What a member can do
A member can create assessments, invite candidates, and review and export results, for the assessments their teams let them see.
A member cannot see billing and usage, the API key or the integrations, cannot invite or remove people, and cannot delete candidates. In the account menu, Company settings, Teams, Billing and usage and Integrations appear for admins only.
What someone sees
- All teams: every assessment, in every team, and assessments with no team.
- Some teams: only the assessments in those teams. This applies on Home, and in assessments, candidates, results, reports and exports.
- No teams: if someone has been taken out of their last team, they see no assessments until an admin gives them a team or All teams. Losing a team never lets anyone see more.
The same rules apply to admins and members. An admin can always change their own teams, so for admins a team is a way to keep things tidy rather than a lock.
A candidate in more than one team
A candidate may sit assessments that belong to different teams. Someone limited to teams sees only the results from assessments in their own teams.
Emails about candidates
Emails about candidates go only to people who can see that assessment. That covers the completed and registered emails, and the weekly summary. See email notifications.
A role that needs privacy
Put the assessment in a team, and limit the right people to that team. People on All teams will still see it, so keep All teams for the people who need it. See use teams to split up your workspace.
If someone only needs one shortlist, a downloaded report may be enough. They do not need to join the workspace to read it.
When someone leaves
Remove them the day they leave. Until you do, they can still see what their teams allow. See add and remove people.
The API key sees the whole workspace
Only admins can see or use the API key, and it is not limited by teams. Anyone holding it can read every assessment in the workspace and invite candidates to any of them. See keep your API key safe.