Members and roles
The role catalog, the permission matrix, and how to manage access over time.
What this is
Every member has one role for the account. Role decides what they can see and do. You assign organizations separately — the same role applies in every organization the member can access. The catalog is fixed; there are no custom roles.
When you invite members, you choose from three roles: Admin, Ops, and Recruiting. Admin covers account management and billing. Ops and Recruiting cover day-to-day work in each product area.
The role catalog
Admin
Full account control. Can manage members, configure both products, edit goals and rewards, see every site in assigned organizations, and access billing (subscription, invoices, payment method, and credit purchases).
Ops
Day-to-day //Ops control for assigned organizations. Roster, goals, rewards, and roster flags. Cannot manage members or billing.
Recruiting
Day-to-day //Recruiting control for assigned organizations. Jobs, candidates, screening, and advertising. Cannot see //Ops data or billing.
Team Member
The frontline worker view. Own profile, points, rewards catalog, and leaderboard. Uses the Team Member mobile experience — not the operator portal. Team Members are not one of the three invite roles; they are added through the //Ops roster.
Permission matrix
| Capability | Admin | Ops | Recruiting | Team Member |
|---|---|---|---|---|
| See roster | ✓ | ✓ | ||
| Edit goals | ✓ | ✓ | ||
| Configure rewards | ✓ | ✓ | ||
| See jobs & candidates | ✓ | ✓ | ||
| Run screening | ✓ | ✓ | ||
| Invite members | ✓ | |||
| Change roles | ✓ | |||
| View billing | ✓ | |||
| Purchase credits | ✓ | |||
| See own points & rewards | ✓ | ✓ | ✓ | ✓ |
Managing roles over time
Promoting a Team Member
From Admin Settings → Members, change the role from Team Member to Ops. History is preserved. On next login, the member gets the operator portal.
Adding organizations
From Members, open the member and add organizations. Their role stays the same; they see an organization switcher when they have more than one.
Off-boarding
From Members, Deactivate member. Historical data stays attached for audit.