Invite teammates and manage roles

Everyone you invite joins your organization. They share its interviews, assessments, candidate results and credits.

Roles

Talvin has two roles: Admin and Member. The person who creates the organization is its first admin.

What you can do	Admin	Member
Create, edit and share interviews and assessments	Yes	Yes
Invite candidates and review their results	Yes	Yes
See the credit balance in the sidebar	Yes	Yes
Open Billing, see plans and change the subscription	Yes	No
Open Settings (integrations and customization)	Yes	No
Invite and remove teammates, and change their roles	Yes	No
Change the organization’s name and logo, or delete it	Yes	No

Some features also depend on your plan, whatever your role. When a member hits a plan limit, Talvin asks them to contact their admin to upgrade.

Tip

Give the Admin role to at least two people. That way someone can always manage billing and the team.

Invite a teammate

Only admins can invite people.

1. Click your organization’s name at the top of the left sidebar, then click Manage.
2. Go to Members.
3. Click Invite.
4. Enter one or more email addresses, separated by spaces or commas.
5. Choose a role from Select role.
6. Click Send invitations.

Your teammate gets an invitation by email. They should accept it from that email and sign up with the same address you invited.

Caution

If a teammate signs up on their own instead of accepting the invitation, Talvin asks them to create a new organization. Ask them to open the invitation email and accept it from there.

See or cancel pending invitations

1. Open Manage and go to Members.
2. Open the Invitations tab to see who hasn’t accepted yet.
3. To cancel an invitation, click the three-dot menu next to it and choose Revoke invitation.

Change a teammate’s role

1. Open Manage and go to Members.
2. Find the person. Use Search if your team is large.
3. Pick the new role in the Role column.

Remove a teammate

1. Open Manage and go to Members.
2. Click the three-dot menu next to the person.
3. Choose Remove member.

They lose access to your organization. Interviews they created stay with the organization.

How many people you can add

Your plan sets how many users your organization can have. Each plan card on the Upgrade Plan page shows it as Up to N users, and the Enterprise plan has unlimited users. See Choose a plan and manage billing.

When you reach the limit, remove someone or move to a bigger plan before you invite anyone else.

Caution

If you subscribe to a plan that allows fewer users than you have now, Talvin removes the most recently added people first until you’re within the new limit, so the person who created the organization always stays. To choose who stays yourself, remove extra teammates before you switch.

When a subscription ends, your organization is limited to one user. Teammates who are already in keep their access, but you can’t add anyone new until you subscribe again.