Members - WallJobs AI Documentation

Invite team members to collaborate. Manage access levels and permissions for your recruiting team.

Overview

Invite team members to collaborate on recruiting efforts. Members belong to an organization and can be granted access to specific workspaces with different permission levels.

Key concepts:

Organization Members - People who belong to your organization
Workspace Access - Which workspaces a member can view
Roles - Permission levels that control what members can do

Inviting Members

Organization owners and admins can invite new members:

Go to Settings → Organization → Members
Click Invite Member
Enter their email address
Select their organization role (Admin, Member)
Choose which workspaces they can access
Set their workspace role for each workspace
Click Send Invitation

The invited person will receive an email with instructions to:

Create a WallJobs AI account (if new)
Accept the invitation to join your organization
Access the workspaces they've been granted

Note

Pending invitations can be viewed and resent from the Members page. Invitations expire after 7 days.

Member Roles

There are two levels of roles: organization roles and workspace roles.

Organization Roles

Role	Capabilities
Owner	Full access including billing, member management, and organization settings. Can delete the organization. Only one owner per organization.
Admin	Can manage members, create workspaces, and view billing. Cannot delete organization or transfer ownership.
Member	Standard access to assigned workspaces. Cannot manage organization settings or other members.

Workspace Roles

Role	Capabilities
Workspace Admin	Full access within the workspace including settings, templates, and all data. Can grant workspace access to other members.
Recruiter	Can use all features: search, contacts, shortlists, sequences. Cannot modify workspace settings or templates.
Viewer	Read-only access to workspace data. Can view contacts, shortlists, and reports but cannot make changes.

Role Recommendation

Use "Recruiter" role for team members actively doing recruiting work. Reserve "Admin" for team leads who need to manage settings and templates.

Workspace Access

Members must be explicitly granted access to each workspace. A member can have:

Access to no workspaces (organization member only)
Access to one workspace
Access to multiple workspaces with different roles
Access to all workspaces (typically admins)

Granting Workspace Access

Go to Settings → Workspace → Members
Click Add Member
Select an existing organization member
Choose their workspace role
Click Add to Workspace

Revoking Workspace Access

Go to Settings → Workspace → Members
Find the member
Click Remove from Workspace
Confirm the removal

Removing workspace access doesn't remove them from the organization. They remain an organization member and can be added back to workspaces later.

Managing Members

Changing Roles

Go to Settings → Organization → Members
Find the member
Click their name to open the detail panel
Change their organization role or workspace roles
Save changes

Viewing Member Activity

Track what members are doing:

Last Active - When they last logged in
Activity Log - Recent actions in the organization
Workspace Activity - Actions within specific workspaces

Resetting Password

If a member forgets their password, they can use the "Forgot Password" link on the login page. Admins cannot reset passwords for other members directly.

Removing Members

To completely remove a member from your organization:

Go to Settings → Organization → Members
Find the member
Click Remove from Organization
Confirm the removal

Data Retention

When a member is removed, their data (notes, activity, etc.) remains in the system but is attributed to a "Former Member". This preserves historical records.

Removed members:

Immediately lose access to all workspaces
Cannot log in to your organization
Keep their WallJobs AI account (can join other organizations)
Can be re-invited if needed