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OPENTRAIN AI DOCUMENTATION

Folders and team access

Organize jobs in folders, invite teammates, and control which jobs or folders each teammate can open.

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Folders help you group related jobs by client, campaign, hiring sprint, or workstream. Team access controls which teammates can open each job or folder.

Set up the team first

Section titled “Set up the team first”

Only organization owners can invite teammates. Open Employer Settings -> Team to add people to the organization.

Employer Settings Team tab showing organization details, invite controls, and team management.
The Team tab is where owners invite teammates and review organization membership.
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Employer Settings Team tab showing organization details, invite controls, and team management.

The Team tab is where owners invite teammates and review organization membership.

After the teammate joins, you can share jobs or folders with them.

Share a job

Section titled “Share a job”

Open the job and click Share in the job header.

Focused crop of the job header showing the Share button highlighted next to Archive.
Use Share from the job header when a teammate needs access to one job.
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Focused crop of the job header showing the Share button highlighted next to Archive.

Use Share from the job header when a teammate needs access to one job.

Choose an existing teammate and save access.

Focused crop of the Share project modal showing an existing teammate selected and the Save access button enabled.
The Share project modal lists existing teammates who can be given access to the job.
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Focused crop of the Share project modal showing an existing teammate selected and the Save access button enabled.

The Share project modal lists existing teammates who can be given access to the job.

Share a folder

Section titled “Share a folder”

Open the folder detail page and use Share from the folder header. Everyone added to a folder share inherits access to the jobs inside that folder.

Focused crop of the folder header showing the Share button highlighted between Archive and Add Job.
Use the folder Share button when access should apply to the whole folder.
Open original
Focused crop of the folder header showing the Share button highlighted between Archive and Add Job.

Use the folder Share button when access should apply to the whole folder.

Focused crop of the Share folder modal showing inherited job count, an existing teammate selected, and Save access enabled.
The Share folder modal shows how many jobs inherit the folder share.
Open original
Focused crop of the Share folder modal showing inherited job count, an existing teammate selected, and Save access enabled.

The Share folder modal shows how many jobs inherit the folder share.

Review project access

Section titled “Review project access”

Use Job Settings -> Project access when you need a more detailed access review.

Focused crop of the Project access card showing the owner row, teammate toggle, and Save access button.
Project access in Job Settings shows the full access list for a standalone job.
Open original
Focused crop of the Project access card showing the owner row, teammate toggle, and Save access button.

Project access in Job Settings shows the full access list for a standalone job.

Removing project access does not remove the person from your organization. To remove a teammate entirely, use Employer Settings -> Team.