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Invite teammates and set their roles

Updated

This is for account admins who want colleagues to work on the same roles and candidates. Every plan includes as many users as you need.

Open Settings

Select Settings in the sidebar.

Open Team

Under Account, select Team.

Start an invitation

Select Invite someone.

Enter their email

Type the address in Their email address.

Choose what they can do

Under What they can do, choose Admin, Recruiter or Viewer. The roles are explained below.

Send the invitation

Select Send invitation. They get an email with a link that works for seven days.

I don't see Team in Settings

Only account admins see the Account section of Settings. Ask an admin on your account to invite people or change your role.

My colleague's invitation link doesn't work

The link may have expired, been cancelled or already been used. Under Waiting to accept, cancel the old invitation, then send a new one.

What each role can do

  • Admin: everything a recruiter can do, plus billing, the team and API keys.
  • Recruiter: can post roles, review candidates and use AI screening.
  • Viewer: can read roles and candidates, but can’t change or publish anything.

How your colleague joins

Your colleague opens the link in the email and signs in to Orbit. If they don’t have an Orbit account yet, they select Sign up and create one with the invited email address. Then they select Accept invitation and can open your roles straight away.

Cancel an invitation

Invitations that haven’t been accepted are listed under Waiting to accept. Select Cancel next to the person, then Cancel invitation. The link in their email stops working immediately, and you can invite the same address again later.

Remove someone who has left

On Team, select Remove next to the person, then Remove access. They lose access to your roles and candidates immediately. Anything they added, such as notes, assessments and candidate activity, stays on the account.

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