OPENTRAIN AI DOCUMENTATION

Set up your employer team

Invite teammates, manage your organization profile, and control which jobs and folders each teammate can open.

Use your employer team when more than one person needs to help post jobs, review candidates, manage project access, or coordinate work in OpenTrain AI.

Only organization owners can invite people to the team, remove team members, and manage organization-level settings. Team members can work on the jobs and folders they have access to.

Open team settings

Employer Settings Team tab showing organization details, the invite teammates form, and team controls. — The Team tab in Employer Settings shows your organization profile, invite controls, and the start of the team management surface.

Invite a teammate

In Invite teammates, enter one or more email addresses. Press Enter, comma, or tab after each email address, then click Send invite.

Invite teammates card with an email address entered and the Send invite button ready. — Use the invite field to add one or more teammate email addresses before sending the team invite.

OpenTrain sends each invitee an email with a link to join your employer team. If the person already has an eligible employer account, OpenTrain can add them to the team. Otherwise, they create an employer account from the invite link.

Confirm added teammates

Use Team members to confirm who already belongs to the organization, each person’s role, and their current project access. After an invitee joins, this list is the confirmation state that they have been added to the employer team.

Team members list showing an owner and teammate rows with role and access summary. — The Team members list confirms added teammates and shows owners, member roles, and project-access summaries.

Owners always keep access to every job and folder. Other team members only see the jobs and folders assigned to them or shared with them.

Manage a teammate’s access

Click Manage access on a teammate row when you need to review or change that person’s job and folder access.

Manage access modal with job and folder access controls for a teammate. — Manage access lets owners assign a teammate to specific jobs or folders without making them an organization owner.

Project access controls which jobs and folders the teammate can open. It also affects shared project messaging and internal project notifications for that teammate.

Remove a teammate

Use the teammate row menu when someone should no longer belong to the organization. Removing a teammate removes their organization membership and their access to jobs and folders in that organization.

If you only need to remove access to one job or folder, use Manage access or the project sharing page instead of removing the teammate from the organization.

Team setup controls who can belong to the organization. Project sharing controls which existing teammates can open a specific job or folder.

After a teammate has joined the organization, use Share projects with teammates to share a standalone job or folder with them.