Managing your project team

Who this is for: Recruiters who own or manage a project What you'll learn: How to invite team members, what each role can do, how to change someone's role, and how to remove a member

Overview

Every project has a team. You can invite collaborators — other recruiters, service providers, or crew — to join your project. Each person you add is given a role that controls what they can see and do inside the project. You manage your team from the Members section within the project.

Note: Team membership is a feature of multi-member projects. Single-owner projects do not include team management.

How to invite a member

1. Open your project and select Members from the feature cards.
2. Tap Add member.
3. Search for the person by name or profile.
4. Select the role you want to assign them.
5. Confirm by tapping Add.

The person is added immediately and can access the project according to their role.

Roles in plain terms

There are three roles within a project:

Owner The person who created the project. There is always exactly one owner. The owner can do everything — invite and remove members, change roles, manage Drive files, create jobs and events, and access all settings. Only the owner can grant or revoke special permissions such as allowing a member to create events.

Admin Admins can manage the project alongside the owner. They can add and remove members, manage Drive files, and create jobs and events. Admins cannot change the owner or remove other admins.

Member Regular team members. By default a member can view the project, access shared Drive files, participate in events they are invited to, and contribute to the gallery. They cannot add or remove other team members unless the owner grants additional permissions.

How to change someone's role

1. Open the Members section.
2. Find the team member and select the edit (pencil) icon next to their name.
3. Choose the new role from the options shown.
4. Save your changes.

Only the owner can promote someone to Admin or change an Admin back to Member.

How to remove a member

1. Open the Members section.
2. Find the team member and select the remove option.
3. Confirm the removal.

The person is removed from the project immediately. They can no longer access the project, its Drive files, or its events.

What happens to a removed member's shared files

Files in Project Drive are owned by the project, not by individual team members. If you remove a member, their uploaded files remain in Project Drive and are still accessible to the rest of the team. If the removed member had shared any of those files with people outside the project, those shares are unaffected.

Common questions

Can I transfer ownership of a project? Ownership transfer is not currently available through the Members page. Contact support if you need to transfer a project to another person.

Can a member see all files in Project Drive? By default, project members can view files in the shared Drive. The owner can restrict upload and management permissions at the member level.

What is the maximum number of members? The member limit depends on your project plan tier. You can see the current limit and your usage in the project's subscription section. If you need more members, you can upgrade your plan.

Can I add someone who is not yet on the platform? No. The person must already have a profile on the platform before you can add them to your project.

Will removed members be notified? Removed members do not receive an automated notification. Consider informing them directly.

Related help

• Projects — an overview
• Project Drive — shared file storage for your team
• Events — creating and managing