# How to invite your team and set roles in Truffle > Invite teammates to your Truffle account, pick Owner, Admin, Member or Viewer for each, resend an invitation, change a role and remove someone who leaves. Source: https://www.hiretruffle.com/how-it-works/guides/invite-your-team-and-set-roles Last verified against the product: 2026-10-05 Time required: 5 min Every screenshot and label below was captured from the live product. **Outcome.** By the end you have invited a teammate with the right role, you know what they see when they accept, and you can change their role or remove them later. ## Before you start - A Truffle account where you are an Owner or an Admin. The 7-day free trial works: 30 credits, no credit card. - Your teammate's work email address. ## Steps ### 1. Open the Team page Choose your name at the bottom of the sidebar and pick **Invite teammates**. The same page is **Team** under **WORKSPACE** in Settings. Only Owners and Admins have the workspace settings, so Members and Viewers do not see this page. ### 2. See who is on the team The **People** tab opens with the **Invite teammates** card on top and your team below it. The list shows each person's name and email, their role, their status (**Active** or **Invited**) and when they were last active. Your own row reads **Owner (You)** or **Admin (You)**. ### 3. Check what each role can do Choose **See role details** under the list. **Organization roles in Truffle** describes the four roles. An **Owner** has full control, including billing, security, integrations and users. An **Admin** helps manage users and positions and most settings. A **Member** is a standard user who can create positions, with no access to billing or account settings. A **Viewer** is a restricted stakeholder with no billing, settings or destructive actions. > Note: Roles and permissions lists what each role can do in more detail. ### 4. Enter their email and pick a role Type your teammate's email where it says **colleague@company.com**. Open the role menu next to it: **Owner**, **Admin**, **Member** or **Viewer**. It starts on **Member**. An Admin can only invite Members and Viewers; only an Owner can invite another Owner or an Admin. ### 5. Send the invitation Choose **Send invite**. Truffle confirms **Team member added!** and says the person will receive an email to set their password. They join the list as **Invited**, named after their email address until they accept. > Note: The role menu keeps the role you last chose. Check it before you send the next invitation. ### 6. Resend or cancel an invitation While someone is **Invited**, the menu at the end of their row has **Resend invite** and **Remove user**. Resend if they cannot find the email. Remove the row to cancel the invitation. > Note: An invitation link works for 7 days. After that the person needs a new one. ### 7. What your teammate sees The email opens a page that reads **Join** and your company name, with their email address under it. They choose **Continue with Google**, or enter their first name, last name, an optional job title and a password (8+ characters, with an uppercase letter, a lowercase letter and a number), then **Create account**. They land on Home, signed in. ### 8. Confirm they joined Back on the Team page their row shows their name, **Active** and when they were last active. ### 9. Change someone's role Open the role menu in their row and pick the new role. Truffle confirms it, for example **is now a Member**, and the change applies straight away. No one can change their own role here, and an Admin cannot change an Owner's role. ### 10. Remove someone who leaves Open the menu at the end of their row. For an active teammate it has **Reset password** and **Remove user**. Choose **Remove user**. Truffle asks **Remove team member?** and explains that they lose access immediately and cannot log in. Confirm with **Remove team member**. They disappear from the list. > Note: Owner rows have no menu. To remove an Owner, change their role first. ## FAQ **Does each teammate cost extra?** No. Every plan includes unlimited team members, with no per-seat fees. **Who can invite people?** Owners and Admins. An Admin can invite Members and Viewers. Only an Owner can invite another Owner or an Admin. Members and Viewers do not have the Team page. **What if the invitation email does not arrive?** Ask them to check spam, then choose Resend invite from the menu on their row. An invitation link works for 7 days. **Can someone join with Google instead of a password?** Yes. The invitation page offers Continue with Google next to the password form. **What happens when I remove someone?** They lose access immediately and cannot log in. They leave the team list. To bring them back, invite them again. **Can I change my own role?** No. Your own row shows your role with (You) next to it and has no role menu. Ask another Owner to change it. ## Exact labels in the product These strings are captured from the live product and verified automatically, so they can be quoted directly: `Invite teammates` · `Team` · `WORKSPACE` · `Manage access and permissions for your team` · `People` · `They'll get an email with a link to join your workspace.` · `colleague@company.com` · `Send invite` · `Owner (You)` · `Active` · `Invited` · `See role details` · `Organization roles in Truffle` · `Full control of Truffle` · `Manage billing, security, integrations, and users` · `Help manage users, teams, and jobs` · `Standard workspace user` · `Create jobs` · `No access to billing or global settings` · `Restricted stakeholder access` · `No billing, settings, or destructive actions` · `Owner` · `Admin` · `Member` · `Viewer` · `Team member added!` · `will receive an email to set their password.` · `Resend invite` · `Remove user` · `Reset password` · `is now a Member` · `Join Northwind Talent Partners` · `Continue with Google` · `First name` · `Last name` · `Job title (optional)` · `8+ characters` · `1 uppercase` · `1 lowercase` · `1 number` · `CREATE ACCOUNT` · `Remove team member?` · `Team member will lose access immediately and won't be able to log in.` · `Remove team member` ## Related - https://www.hiretruffle.com/how-it-works/teams - https://www.hiretruffle.com/how-it-works/roles-and-permissions - https://www.hiretruffle.com/how-it-works/account - https://www.hiretruffle.com/how-it-works/guides/use-scorecards-and-structured-reviews --- Truffle is an AI screening platform for small teams doing high-volume hiring: resume screening, one-way video interviews, and talent assessments, working with job boards like Indeed or an existing ATS. AI surfaces the evidence and you make every decision. Scores never reject a candidate; the only automatic rejection is a qualification rule the employer writes. https://www.hiretruffle.com