Adding Team Members to Classet

Teammates get access to your Classet workspace by invitation from your organization. You can invite them yourself from Settings. There's no limit on team members and no per-seat charge.

To add someone

1. Click Settings at the bottom of the left sidebar.
2. Open Team members.
3. Click Invite member in the top right.
4. Enter their first name, last name, and work email address. Phone number is optional.
5. Choose a role. Click What can each role do? to see the permissions for each role.
6. Set branch access. If your organization has multiple branches, pick the branches this person should see. If you leave branch access empty, they get access to your whole organization.
7. Leave Subscribe to job notifications on if they should get updates for all jobs. Switch it off if they shouldn't.
8. Click Send Invite.

[screenshot: team settings invite]

If you don't see the Invite member option, email success@classet.ai with their name, work email, branch, and role, and we'll add them for you — usually within a few business hours.

Once invited, they log in the same way you do: at app.classet.ai/home with a verification code sent to their email. No password to set up.

Roles

Each role has its own set of permissions. Branch access applies on top of the role.

• Owner owns the account. An Owner can do everything an Admin can, manage billing, and change member roles and access.
• Admin runs the hiring function. An Admin can configure jobs, scripts, automations, and integrations. An Admin can invite and manage members and assign branches. An Admin can view all metrics and reporting across the organization and manage account settings.
• Member runs the day-to-day pipeline in their assigned branches. A Member can see candidates and jobs in those branches, review Joy's call summaries and transcripts, move candidates through pipeline stages, and add notes and message candidates.
• View Only (Hiring Manager) reviews candidates shared with them. This role is read-only plus feedback. A View Only user can open candidate profiles shared with them, review call summaries and transcripts, and leave notes or feedback on a candidate.

For the full permission list, click What can each role do? in the invite form.

To change a team member's role, branches, or notifications

After you send the invite, the person appears in the Team members table. You can edit their settings there at any time.

• To change their role, click the pencil icon next to the role.
• To change their branch access, click the pencil icon next to their branches.
• To change their notifications, click Edit under notifications.

To remove someone

Removing a team member's access is handled by our team. Email success@classet.ai with the person's name and email address, and we'll confirm once access is removed.

Multi-branch note

Team members see the candidates and jobs for the branches you give them. A team member with no branches selected has access to your whole organization. To give someone access to a different branch or to more branches, click the pencil icon next to their branches in the Team members table. If you can't change it yourself, email success@classet.ai and we'll set it up.

Troubleshooting

"Error 500" when sending an invite

This error means a user with that email address already exists in Classet. Check the Team members table for that person. If they belong to a different workspace or you can't find them, email success@classet.ai.