Team roles and report access

Owner, Admin, Hiring Manager, and Viewer roles, and who can open an employment report on the account.

Updated 1 of 4 in Team and billing

Team roles decide who can invite people and who can open an employment report.

Who it is for. An owner or admin adding a teammate.

  1. Open Team from the dashboard.
  2. Enter the person's email and choose Admin, Hiring Manager, or Viewer.
  3. Check "Can view reports" only when that person should open a report.
  4. Send the invite. It expires in seven days.
  5. The person accepts from the email link with that same email address.
RoleReports
OwnerAlways
AdminAlways, and can grant access
Hiring ManagerOnly when access is granted
ViewerOnly when access is granted

A hiring manager does not see reports by default

Leave the report box unchecked and the report route stays closed for that person.
Roles and who can open reports.
Roles and who can open reports.

See the dashboard tour and company profile.

Was this article helpful?