> ## Documentation Index
> Fetch the complete documentation index at: https://trygradient.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Members and permissions

> The four workspace roles, what each one can do, and how roles are assigned

# Members and permissions

Everyone who signs in to Gradient is a **member** of one organization. Each member holds one
of four roles: **owner**, **admin**, **member**, or **reviewer**. The role decides what that
person can do in the workspace.

<Note>
  A **workspace role** is not the same thing as a [role](/docs/concepts/roles), which is a job opening
  you are hiring for. This page is about permissions. Manage members at **Settings, Team**.
</Note>

## The four workspace roles: Owner, admin, member, and reviewer

<CardGroup cols={2}>
  <Card title="Owner" icon="crown">
    Commercial and existential control: billing, single sign-on, data retention, and who holds the
    owner and admin seats. The person who creates the organization is the first owner.
  </Card>

  <Card title="Admin" icon="user-gear">
    How the workspace is set up: the org profile and branding, API keys, ATS integrations,
    inviting members and reviewers, and permanent deletion.
  </Card>

  <Card title="Member" icon="briefcase">
    The everyday recruiting role. Members build assessments, invite candidates, score, and release
    feedback. This is the role most of your team should hold.
  </Card>

  <Card title="Reviewer" icon="eye">
    Read-only. Reviewers open a candidate report and read all of it, including the transcript and
    the scores, and export what they read. They change nothing.
  </Card>
</CardGroup>

The hierarchy is **owner > admin > member > reviewer**. Each role includes everything the role
below it can do.

<Tip>
  Give people **member** unless they need to configure the workspace. A member can run a hiring
  process from end to end and change nothing about the company.
</Tip>

## Permissions by role

### Reading

| Action                                                | Owner | Admin | Member | Reviewer |
| ----------------------------------------------------- | :---: | :---: | :----: | :------: |
| Sign in and browse roles, assessments, and candidates |  Yes  |  Yes  |   Yes  |    Yes   |
| Read a transcript, the evidence, and the scores       |  Yes  |  Yes  |   Yes  |    Yes   |
| Read a feedback report before it is released          |  Yes  |  Yes  |   Yes  |    Yes   |
| Export or download anything above                     |  Yes  |  Yes  |   Yes  |    Yes   |
| Read the member list and the org profile              |  Yes  |  Yes  |   Yes  |    Yes   |
| Read API key and integration credentials              |  Yes  |  Yes  |   No   |    No    |
| Read billing, invoices, and the payment method        |  Yes  |   No  |   No   |    No    |

### Running your hiring

| Action                                           | Owner | Admin | Member | Reviewer |
| ------------------------------------------------ | :---: | :---: | :----: | :------: |
| Create and edit job roles and assessments        |  Yes  |  Yes  |   Yes  |    No    |
| Edit the data room                               |  Yes  |  Yes  |   Yes  |    No    |
| Invite candidates, remind, and dismiss           |  Yes  |  Yes  |   Yes  |    No    |
| Change a score, calibrate, and release feedback  |  Yes  |  Yes  |   Yes  |    No    |
| Reopen a finished session                        |  Yes  |  Yes  |   Yes  |    No    |
| Remove a candidate or assessment, and restore it |  Yes  |  Yes  |   Yes  |    No    |

### Setting up the workspace

| Action                                              | Owner | Admin | Member | Reviewer |
| --------------------------------------------------- | :---: | :---: | :----: | :------: |
| Edit the org name, description, and branding        |  Yes  |  Yes  |   No   |    No    |
| Create and revoke API keys                          |  Yes  |  Yes  |   No   |    No    |
| Configure ATS integrations                          |  Yes  |  Yes  |   No   |    No    |
| Invite, re-role, or remove a **member or reviewer** |  Yes  |  Yes  |   No   |    No    |
| Delete a candidate or assessment permanently        |  Yes  |  Yes  |   No   |    No    |

### Owner only

| Action                                                             | Owner | Admin | Member | Reviewer |
| ------------------------------------------------------------------ | :---: | :---: | :----: | :------: |
| Manage billing and the payment method                              |  Yes  |   No  |   No   |    No    |
| Configure SSO, SCIM, and MFA                                       |  Yes  |   No  |   No   |    No    |
| Configure auto-join by email domain                                |  Yes  |   No  |   No   |    No    |
| Set the data retention policy                                      |  Yes  |   No  |   No   |    No    |
| Invite, re-role, or remove an **admin or owner**                   |  Yes  |   No  |   No   |    No    |
| Read the [audit log](/docs/guides/audit-log) at **Settings, Audit log** |  Yes  |   No  |   No   |    No    |

Everyone edits their own profile, whatever their role.

### Deleting work: Remove, delete permanently, and reopen

Three actions delete work, and they do not carry the same risk.

* **Remove** puts a candidate or an assessment in the trash. You can restore it. Members and above
  can do this.
* **Delete permanently** erases the record and all of its files. You cannot restore it. Admins and
  above only.
* **Reopen a session** discards the work in that phase and every phase after it, and replaces a
  score a reviewer may have read already. Members and above.

Reviewers cannot delete or reopen anything.

## Default role settings

There are four ways a person joins your organization, and each one sets the role differently.

| How they joined                                             | Role they get                                                                                                             |
| ----------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| An owner or admin invited them                              | The role chosen in the invite. The default is reviewer, so pick **member** for anyone who will do the recruiting work.    |
| They created the organization                               | Owner. Only the first member of an empty organization gets this.                                                          |
| They joined by email domain (auto-join)                     | Reviewer.                                                                                                                 |
| They signed in through your identity provider (SSO or SCIM) | The role mapped from their directory group. See [Role sources](#role-sources-direct-saml-group-scim-group-and-heuristic). |

<Warning>
  Auto-join gives a new person access to every candidate report in the workspace as soon as they
  sign in with a matching email address. Turn it on only for domains you control, and review the
  member list after you enable it.
</Warning>

## Inviting a member

<Steps>
  <Step title="Open Settings, Team">
    You must be an owner or an admin.
  </Step>

  <Step title="Click Invite member">
    Enter the work email address and choose the role. Only an owner can choose **Owner** or
    **Admin**.
  </Step>

  <Step title="Send the invitation">
    Gradient emails a sign-in link. Clear **Send email** if you want to create the member record
    now and tell them yourself later. Use **Resend** on the member row if the link expires.
  </Step>
</Steps>

An invited person keeps the role from the invitation when they first sign in.

## Changing a role or removing a member

Open **Settings, Team**, then use the role menu on the member's row, or **Remove**.

Three rules protect the workspace:

* Only an owner can invite, promote, demote, or remove an **owner or an admin**. An admin staffs
  the tiers below it, not its own.
* Admins can invite, re-role, and remove **members and reviewers**.
* The **last owner** cannot be demoted or removed. Promote a second owner first.

Removing a member ends their access at once. Their name stays on the work they did, such as a
score they changed, so your history stays readable.

## Role sources: Direct, SAML group, SCIM group, and heuristic

Gradient records the source of every member's role, because it is the first question an identity
team asks.

| Source     | Meaning                                                                                                                |
| ---------- | ---------------------------------------------------------------------------------------------------------------------- |
| Direct     | An owner or an admin set the role in Gradient.                                                                         |
| SAML group | The role came from a group on the SAML assertion your identity provider sends.                                         |
| SCIM group | The role came from a group your identity provider pushes over SCIM.                                                    |
| Heuristic  | Gradient set the role at first sign-in: owner for the person who created the organization, reviewer for everyone else. |

If your organization uses **SSO with group mapping** or **SCIM**, your identity provider is the
source of truth. Gradient mirrors what it sends and never overrides it:

* A group change in your identity provider reaches Gradient within about five minutes. A new
  sign-in is always current.
* For SCIM-managed organizations, the invite and remove controls on **Settings, Team** are
  hidden. Add and remove people in your directory instead.

To map a directory group to a role, use the role names exactly: `owner`, `admin`, `member`, or
`reviewer`.

## Candidate access

A candidate never signs in and never holds a role. Their assessment link is its own credential.
Candidates cannot see the dashboard, other candidates, or their own score unless you release
feedback to them. See [Authentication](/docs/guides/authentication) for how candidate links work.
