Roles and permissions within projects and jobs
Who this is for: Recruiters and Service Providers who manage projects or jobs What you'll learn: What roles are, what each role level allows, how to invite someone to a role, how to change or remove a team member's role.
Overview
When you manage a project or a job on CTI, you can give other members access to help you run it. Roles control what each team member can see and do within that project or job. There are three role levels: Owner, Admin, and Member.
Roles are specific to each project or job. A person's role on one project does not affect any other project they are involved in.
The three role levels
Owner
The Owner has full control over the project or job. There is typically one Owner per project or job (usually the person who created it). Owners can:
- Edit all project or job details.
- Publish, close, or archive the project or job.
- Invite new team members and assign any role, including Admin.
- Change anyone's role.
- Remove any team member.
- Delete the project or job.
Admin
Admins can handle most day-to-day management tasks. They cannot delete the project or job, and they cannot change the Owner's role. Admins can:
- Edit project or job details.
- Invite new team members (at Member level).
- View and manage applications or members.
- Communicate on behalf of the project or job.
Member
Members have read-level access and limited participation rights. They can:
- View project or job details.
- Participate in communications tied to the project or job (such as job-related messages).
- Access materials that the Owner or Admin has made available to the team.
Members cannot edit project details, manage applications, or invite others.
How to invite someone to a role
- Open the project or job you want to add someone to.
- Go to the Members or Team section within the project or job.
- Tap Invite (or Add member).
- Search for the person by name or profile.
- Select the role you want to give them (Owner, Admin, or Member).
- Tap Send invitation (or Confirm).
- The person receives a notification and can accept the invitation.
Once accepted, they appear in the team list with the role you assigned.
How to change someone's role
- Open the project or job.
- Go to the Members or Team section.
- Find the team member whose role you want to change.
- Tap their role label or the edit option next to their name.
- Select the new role from the options.
- Confirm the change.
The change takes effect immediately. The team member's access updates to reflect the new role.
How to remove a team member
- Open the project or job.
- Go to the Members or Team section.
- Find the team member you want to remove.
- Tap the Remove option next to their name.
- Confirm when prompted.
Removing a team member from a project or job does not affect their CTI account or their access to other projects or jobs. They simply lose access to this specific one.
What happens next
When you invite someone, they receive a notification with the invitation. They need to accept it before they appear as an active team member. If they decline or do not respond, they are not added.
When you change a role or remove a member, the update takes effect immediately — no approval is needed.
Common questions
Can I have more than one Owner? Generally, a project or job has a single Owner. If you need to transfer ownership to another person, contact support or check if a Transfer Ownership option is available in the team settings.
Can a Member invite other people to the project? No. Only Owners and Admins can invite new members.
What happens to a team member's access if the project is closed? When a project or job is closed or archived, team members can no longer take actions on it, but they may still be able to view it depending on the project state.
Can I restrict what specific team members can see within a project? The current role system uses three levels (Owner, Admin, Member) and does not support granular per-person permissions beyond these levels.
I invited someone but they do not appear in the team list. What happened? They may not have accepted the invitation yet. Check whether the invitation is still pending. You can re-send or cancel the invitation if needed.
Can a team member on my project also apply for jobs I post? Being a member of your project team does not automatically affect their ability to apply for jobs you post separately. Job applications and project membership are separate.
Related help
- Messaging and email — how job-related communication works with your team
- Editing and managing your profile — your own profile and settings