
Invite a teammate
1
Go to Settings → Team
Open the All Workspace Members tab.
2
Enter an email address
Type the teammate’s work email in the invite field.
3
Select a role
Choose Admin, Recruiter, Viewer, or a custom role from the dropdown.
4
Click Send Invitation
The invited user receives an email to join your workspace. Until they accept, they appear as Pending Invite.
Roles and permissions
You can change someone’s role right from the Team page — pick Admin, Recruiter, Viewer, or a custom role from the dropdown next to their name.If you don’t see role options on the Team page, contact your HeyMilo CSM or support to get this turned on for your workspace.
All Workspace Members
The member table shows every person in your workspace:
Use the search bar to filter teammates. The member count badge (for example, 17 Members) shows your total.
Manage a teammate
Teams tab
Switch to the Teams tab to group members by department, region, or function.
- Show unassigned postings — Toggle on to keep postings not tied to any team visible to all members. Toggle off to hide unassigned postings from team members.
- Create a Team — Click + Create Team and name it (for example, Engineering, Americas TA, EMEA Recruiting).
- View team details — Each team row shows member count and role breakdown (for example, 7 members, 4 Admin, 3 Admins).
- Edit or remove a Team — Use the pencil icon to rename or update members, or the trash icon to delete. Expand a team row with the chevron to see members.
Next steps
- Roles — View system roles, permissions, and create custom roles