Team Roles and Permissions

Role overview

Crumblelead uses a simple role-based permission system. Each team member is assigned one of three roles that determines what they can see and do.

Admin

Admins have full access to everything:

• All candidate, client, job, and placement data
• Team settings and member management
• Email templates and saved filters
• Invite and remove team members
• Change other members' roles

The person who creates a team is automatically an Admin. We recommend having at least two Admins in case one is unavailable.

Staff

Staff members can do everything Admins can except manage team settings and members:

• Create, edit, and delete candidates, clients, jobs, and placements
• Send emails and manage pipelines
• Create and use saved filters and talent pools

This is the right role for most recruiters and consultants on your team.

Viewer

Viewers have read-only access to all data. They can browse candidates, clients, jobs, and placements but cannot create, edit, or delete anything. This role is useful for stakeholders or managers who need visibility without the ability to make changes.