> ## Documentation Index > Fetch the complete documentation index at: https://docs.heymilo.ai/llms.txt > Use this file to discover all available pages before exploring further. # Access > Invite teammates, set what each person can do with roles, and control which postings they see with teams. All in one place under Settings → Access. Open **Settings → Access** under **Workspace**. Access is where you manage who's in your workspace and what they can do. It has three tabs: | Tab | What it controls | | ---------- | -------------------------------------------------- | | **People** | Who's in the workspace, their role, and their team | | **Roles** | What people can do (permissions) | | **Teams** | Which postings people see | Roles control what people can do. Teams control which postings they see. Each person has one role and can be on one or more teams. ## People Access page on the People tab showing the invite form, member list with User, Role, and Team columns, and the HeyMilo team with access section ### Invite a teammate Type the address in the invite field at the top of the People tab. Choose **Admin**, **Recruiter**, **Viewer**, or one of your custom roles. Not sure? Start with **Viewer** and upgrade later. Choose a team, or leave **No team**. See [Teams](#teams) for what that means for what they can see. They get an email to join. Until they accept, they show as **Pending Invite** in the list. ### The people list | Column | What it shows | | -------- | ---------------------------------------------------------------------------------------------------------------- | | **User** | Email and initials. The workspace owner is labeled **Owner**. | | **Role** | Current role. Use the dropdown to change it. The owner's role is fixed. Pending invites show **Pending Invite**. | | **Team** | The teams the person is on (for example *CS Team, Chefs*), or **No team**. | Use **Search teammate** to find someone by email, and the **All people** dropdown to filter the list. The count next to the search bar (for example **3 people**) is your own team. The **People** tab badge is higher because it includes HeyMilo staff. ### HeyMilo team with access At the bottom of the People tab, **HeyMilo team with access** lists HeyMilo staff (your CS Manager and support) who can view your workspace to help you. They're kept separate from your own people. ### Manage a teammate
Change someone's role On the People tab, click the role dropdown on their row and pick the new role. It applies right away.
Change someone's team Go to the **Teams** tab, open the **⋮** menu on the team, and add or remove the person there. Someone can be on more than one team.
Remove someone from the workspace On the People tab, open the **⋮** menu on their row and choose **Remove from Workspace**. They lose access right away.
Resend an invite Find the **Pending Invite** row, open the **⋮** menu, and choose **Resend Invite**.
## Roles Roles decide what a person can do anywhere in the workspace. Roles tab showing the three built-in system roles with people assigned, areas, permissions, and notes, plus the Create your first custom role button ### System roles Three **Built-in** roles come with every workspace. You can't edit them. | Role | What it allows | | ------------- | -------------------------------------------------------------------------------------------------------------- | | **Admin** | Full access to all workspace resources and settings | | **Recruiter** | Can manage postings, candidates, and interviews. Can't change workspace settings or billing. | | **Viewer** | Read-only access to postings, candidates, and interviews. Good for hiring managers who review without editing. | Each row shows how many people are assigned, how many **areas** of the product the role can reach, and how many individual **permissions** it includes. Click a role to see the full list. Use **Search roles** and the **All roles** dropdown to filter once you have custom roles. ### Create a custom role Custom roles give people exactly the access they need, like a hiring manager who reviews candidates but can't change billing. Go to **Settings → Access → Roles** and click **Create role** (or **Create your first custom role** if you don't have any yet). Enter a **Name** (for example *Hiring Manager*) and a short note under **What it's for** (for example *Reviews candidates for their own openings*). The note shows in the Roles list so teammates know when to use it. Expand each category and tick the permissions you want. **Select all** and **Clear all** are at the top. The counters on the right show how many areas and permissions you've picked so far. Then assign it to people from the **People** tab using the role dropdown. Create New Role panel with Name, What it's for, and a Permissions list grouped by Posting, Candidate, Interview, Workspace, Branding, and Template ### Permission categories | Category | What it controls | | ------------- | -------------------------------------- | | **Posting** | Interviewers (agents) and job postings | | **Candidate** | Viewing and managing candidates | | **Interview** | Interview settings | | **Workspace** | Company and workspace settings | | **Branding** | How your company looks to candidates | | **Template** | Reusable interview templates | Each category shows how many of its permissions are on (for example **Candidate 0/5**). Scroll the panel for the full list. ## Teams Teams decide which postings a person sees. Use them to split the workspace by department, region, or client. Teams tab showing the Postings with no team toggle, search, Create Team button, and a table of teams with role breakdown and member counts ### Postings with no team The toggle at the top decides who can see postings that aren't assigned to any team. * **Off** (default): only Admins can see postings with no team. * **On**: everyone in the workspace can see them. If you don't use teams at all, turn this **on** so your whole team sees every posting. ### Manage teams * **Create a team**: click **+ Create Team**, name it (for example *Software Engineering*, *CS Team*, *Chefs*), and add members. * **Find a team**: use **Search teams**. * **Edit or delete a team**: open the **⋮** menu on the row to rename it, change members, or delete it. The table shows each team's **Role** breakdown (how many Admins, Recruiters, and Viewers are on it) and its total **Members**. ### How teams and postings connect * A person can be on more than one team. They see every posting assigned to any of their teams. * Each interviewer belongs to one team at a time. When you create one, it goes into whichever team you have selected. * To move an interviewer, open it, click **Actions**, then **Assign to team**. * Admins see all postings regardless of team. ## Common setups | You want | Do this | | ---------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- | | Everyone sees everything | Skip teams. Leave people on **No team** and turn **Postings with no team** on. | | Recruiters see only their region's roles | One team per region. Assign each interviewer to its region's team. | | A hiring manager reviews one role's candidates | Give them **Viewer** (or a custom role with candidate access only) and put them on a team that has just that posting. | | An agency runs hiring for several clients | One team per client. Recruiters on a client's team see only that client's postings. | ### Related pages * [Company → General](company-general): company name, logo, and location * [Billing](billing): plan, credits, and usage * [Compliance](compliance): data retention and deletion requests