Inviting Your Team

Why It Matters

Hiring is a team effort. Inviting your colleagues lets you assign reviewers, coordinate interview panels, and gather structured feedback — all within Kit. The more eyes on a candidate, the better your hiring decisions.

Inviting a Team Member

To add someone to your team:

1. Navigate to your Account page
2. Click Invite
3. Enter the person’s name and email address
4. Pick a role from the role cards — the role sets what they can manage account-wide and pre-fills the product access they start with
5. Click Send Invitation

The invitee receives an email with a link to join your team. An invitation expires 30 days after it’s sent — resending it restarts the 30 days, and you can revoke it at any time.

Who Can Invite

Admins can always invite. An Admin can also grant a member the invite members capability from Settings → Team → Members — that person can then invite teammates without becoming an Admin. A delegated inviter cannot set the account role, cannot create Admins, and cannot edit existing members.

Team management over MCP stays Admin-only, so invitations go out from the Account page rather than through an AI assistant.

Account Roles

When you invite someone, you choose one account role from a set of radio cards. The role decides what the person can manage across the account and pre-fills their access to each product; you can fine-tune that access afterward (roles suggest, they don’t lock).

Role	What it grants
Admin	Full access to every product, plus billing, team management, security settings, and integrations
Billing Admin	Manages billing and the subscription, with no access to the product modules — ideal for finance staff
Security Analyst	Full access to the Security module, plus SSO and API settings and member-level access to Training and Performance
Recruiter	Full access to Hiring, plus member-level access to Outreach, Training, and Performance
Growth	Full access to Outreach, plus member-level access to Training and Performance
Trainer	Full access to Training, plus member-level access to Performance
People Lead	Full access to Performance, plus member-level access to Hiring and Training
Member	The default — member-level access to every product; narrow it per product where someone shouldn’t be

A few things worth knowing:

• Managing the account stays with Admins, except where an Admin deliberately hands out a piece of it. Billing, team membership, and account settings are Admin territory — with three exceptions, each granted on purpose: a Billing Admin manages billing, a Security Analyst manages security settings (SSO and API access), and a member given the invite members capability can invite teammates. The other roles are product roles and unlock no account settings beyond their own AI connection.
• Connecting an AI assistant is open to everyone. Any member can set up Kit for AI, no matter their role — the assistant reaches only what that member already reaches. See Connecting AI Assistants.
• Roles pre-fill product access, they don’t cap it. Picking Recruiter gives Hiring admin plus member access to Outreach, Training, and Performance; picking Trainer gives Training admin and Performance. After inviting, an admin can adjust any product level for that person.
• Existing members are unaffected. Everyone keeps the role matching what they had before: account admins are Admins, everyone else is a Member.

For a full breakdown of what each role covers, see Team Roles.

Per-Product Access After Inviting

The role picker is a fast starting point, not the whole story. Kit has five products — Hiring, Security, Outreach, Training, and Performance — and each member holds one access level per product: No access, Member, or Admin. An account Admin sits above all of them and can reach everything.

After someone joins, an admin can fine-tune their access two ways:

• Whole-team matrix — Settings → Team → Modules shows one row per member and one column per product. Change any cell and it applies immediately.
• Per-member page — Settings → Team → Members, then click a person to set their role, adjust each product level, grant or revoke access to individual items, and read their full access ledger.

For the complete access model — product levels, the modules matrix, requesting access, and offboarding — see Team Access Control.

Job Roles

Beyond account roles and product access, Hiring has job-specific roles assigned per posting. You set these on the job posting edit page, not the Account page. A person must have Hiring access first (through their account role or product level) before you can add them to a job’s team.

To assign someone to a job:

1. Open the job posting and click Edit
2. Scroll to the Hiring Team section
3. Click Add Team Member
4. Select a team member from the dropdown
5. Choose their role — Hiring Manager or Member
6. Click Save

The person who creates a job posting is automatically assigned as its first Hiring Manager.

Job Role	Badge	Capabilities
Hiring Manager	Purple	Update job details, advance or reject candidates, create confidential notes, manage the job’s hiring team, cancel or complete interviews
Member	Gray	View the job and its candidates, submit reviews, add notes

Once a team member is added to a job, their role badge is displayed on the row and cannot be changed. To switch someone’s role, remove them and re-add with the new role.

Account Admins — and anyone with Hiring set to Admin — have full access to every job automatically and don’t need to be added to a job’s team.

How Permissions Work Together

For Hiring, three layers combine to decide what each person can do: their Hiring product level, their job-team role, and any stage reviewer assignments. Here are the most common scenarios:

Admin (or Hiring set to Admin) — Full access to every job. Can create, edit, and delete any job, advance candidates, write confidential notes, and manage teams on every job. Doesn’t need to be added to any job’s team.

Hiring Member + Hiring Manager on a job — Manages that specific job’s pipeline. Can update the job, advance or reject candidates, write confidential notes, and add or remove team members on that job. Cannot create new jobs or access restricted jobs they aren’t assigned to.

Hiring Member + job team member — Can view the job and its candidates, submit reviews, and add regular notes. Cannot update the job, advance candidates, or create confidential notes.

Hiring Member, not on any job team — Can see all unrestricted jobs and their candidates, submit reviews, and add notes. Cannot access restricted jobs.

Hiring set to No access — Can’t open the Hiring product at all. They see an access-denied screen with a Request access button.

Managing Invitations

After sending an invitation, you can manage it from the Account page:

• Pending — The invitee hasn’t accepted yet. The invitation is waiting.
• Resend — Send the invitation email again if the original was missed.
• Copy Link — Copy the invitation URL to share it directly (useful if email delivery is unreliable).
• Edit — Change the invitee’s role before they accept.

A delegated inviter sees only the invitations they sent themselves and can resend or revoke those; every other pending invitation is Admin-only.

Once accepted, the person appears as a full team member.

Acceptance Flow

When someone receives your invitation:

1. They click the link in the invitation email
2. If they’re new to Kit, they create an account with their name and password
3. If they already have a Kit account, they sign in with their existing credentials
4. They’re added to your team with the role you picked — including its pre-filled product access
5. They can immediately access the products and jobs their role allows

Team members can belong to multiple accounts (teams) in Kit. They switch between accounts using the account switcher in the navigation bar.

Assigning Team to Jobs

By default, anyone with Hiring access can view every job posting. If you need to restrict access — for example, for a confidential executive search — check the Restricted checkbox in the Hiring Team section of the job posting edit form.

When a job is restricted:

• Only explicitly assigned team members can see the job and its candidates
• Admins (and Hiring admins) can always access restricted jobs
• A warning appears if you mark a job as restricted without assigning any team members
• Slack channel notifications for the job stop; the job team gets a DM for new applications — see Creating a Job Posting

Stage Reviewers

Beyond job-level access, you can assign specific team members as reviewers on individual stages. Stage reviewers must also have job-level access first — either through a job team assignment or by being an Admin.

There are two stage reviewer roles:

Stage Role	Purpose
Lead	Primary decision-maker for the stage. Responsible for making the final call on whether a candidate advances.
Reviewer	Standard reviewer. Evaluates candidates and submits scores and recommendations.

Assigned reviewers:

• Receive notifications when a candidate reaches their stage
• See the application in their My Reviews section
• Can submit structured reviews with scores and recommendations

Configure reviewer assignments on each stage’s settings page.

Permission Quick Reference

The columns below track Hiring capabilities. Admin / Hiring Admin means an account Admin or anyone whose Hiring product level is set to Admin. A member with Hiring set to No access can’t open Hiring at all.

Action	Admin / Hiring Admin	Hiring Member + Hiring Manager	Hiring Member on Job Team	Hiring Member (no job access)
Create jobs	Yes	No	No	No
Update job details	Yes	Yes	No	No
Delete jobs	Yes	No	No	No
Advance/reject candidates	Yes	Yes	No	No
View job and candidates	Yes	Yes	Yes	Unrestricted only
Submit reviews	Yes	Yes	Yes	Unrestricted only
Add notes	Yes	Yes	Yes	Unrestricted only
Create confidential notes	Yes	Yes	No	No
Delete notes	Yes	No	No	No
Manage job team	Yes	Yes	No	No
Access restricted jobs	Yes	If assigned	If assigned	No

Quick Checklist

• Invite team members from the Account page — pick the role that matches their job before anything else
• Reserve Admin for people who genuinely manage the account; use Billing Admin for finance staff
• Grant invite members to the people who actually onboard teammates, instead of promoting them to Admin
• After inviting, fine-tune per-product access from Settings → Team → Modules where the role’s defaults don’t fit
• Assign a Hiring Manager on each job posting to own the candidate pipeline
• Add additional team members to jobs as needed for review coverage
• Designate Lead reviewers on each review stage for clear decision-making
• Use restricted access for confidential job searches
• Share invitation links directly if email delivery is slow