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👥 Team Management

The right access
for every team member

Invite your recruiters, account managers, and operations staff — and give each person exactly the access they need, with department-based roles or fully custom permissions.

Built-in Roles for Staffing Teams

VendorDesk ships with four pre-built roles designed for how staffing companies are actually structured. Assign a role when inviting a team member and they'll have the right modules available from day one.

🔑
Admin
Full access to all modules, settings, billing, and team management. Typically the company owner or operations head.
All ModulesSettingsBilling
🎯
Recruiter (HR)
Accesses candidates, pipeline, talent pool, AI screening, and interview scheduling. No client billing visibility.
CandidatesPipelineTalent PoolAI Screen
💼
Account Manager (Sales)
Manages clients, requirements, sub-vendors, and revenue tracking. Doesn't see recruiter-level pipeline detail.
ClientsRequirementsSub-VendorsRevenue
👤
Member (General)
Default role with access to modules defined by your custom role configuration. Ideal for interns or cross-functional staff.
Configurable

Module-Level Permission Matrix

Here's a summary of which built-in roles can access which core modules in VendorDesk:

ModuleAdminRecruiterAcct MgrMember
Candidates & Pipeline✓✓View✗
Talent Pool✓✓✗✗
AI Resume Screening✓✓✗✗
Clients & Requirements✓View✓✗
Sub-Vendors✓✗✓✗
Timesheets✓✓✓✗
Analytics✓Own onlyClient only✗
Team Management✓✗✗✗
Settings & Billing✓✗✗✗

Creating Custom Roles

No two staffing companies are identical. Go to Settings → Roles & Permissions to create fully custom roles with exactly the module access you need. For example:

  • Operations Coordinator — Timesheets + Talent Pool + Clients (read-only)
  • Senior Recruiter — All recruiter modules + Analytics for their own performance
  • Finance — Timesheets + Billing History + Revenue reports (read-only)
🔧
Custom roles take effect immediately when you save — existing team members assigned to the role see the new module set on their next page load, without needing to log out.

Inviting Team Members

Go to Team → + Invite Member. Enter the email address, choose a role, and click Send Invite. The team member gets an email with a secure one-time link to set their password and activate their account.

AP
Anita Patel
Admin
RS
Ravi Sharma
Recruiter (HR)
MK
Meera Kumar
Acct Manager
🔒
Only Admins can invite, remove, or change the role of other team members. Sub-vendors are managed separately through the Sub-Vendors section and do not count towards your team member limit.

Removing or Deactivating a Team Member

When someone leaves, go to Team, find their profile, and click Deactivate. Their account is suspended immediately — they cannot log in and no data is deleted. Their historical activity (candidates added, stage updates, notes) is preserved with their name for audit purposes.

You can reactivate a deactivated member at any time. If you're replacing them, reactivate first, then change the role or email if needed before deactivating again.

Build your dream recruiting team

Invite unlimited team members on Pro and Enterprise plans.

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