---
title: Members and roles
description: The role catalog, the permission matrix, and how to manage access over time.
product: administration
audience: operator
---

# 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](../get-started/talent-vs-operator.md) — 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.

## Related

- [Invite members](invite-members.md)
- [Billing and plans](billing-plans.md)
- [Account & access](../get-started/account-access.md)