Company Setup

#Overview

Setting up a company in Skillsheet is the first step to unlocking team collaboration features. A company acts as a shared workspace where recruiters collaborate on positions, share candidate pipelines, and manage billing under a single account. This guide walks through creating your company, configuring its profile, inviting your team, and understanding the role-based permissions system.

---

#Creating a New Company

If your organization does not yet have a Skillsheet company, you can create one.

Joining an Existing Company

If your organization already has a Skillsheet company, you do not need to create a new one. Instead:

• Ask your company’s Owner or Admin to send you an invitation.
• Click the invite link in the email you receive.
• Your account is added to the company with the role specified in the invitation.

---

#Company Profile Settings

Customize your company profile so candidates and team members see accurate, professional branding.

#Editing Your Profile

#Public Job Board Branding

Your company profile populates your public job board. Candidates who visit your board see:

• Your logo and company name.
• The company description.
• Links to your website and social profiles.
• All currently published job positions.

Make sure your profile is complete and up to date to make a strong impression on candidates.

---

#Inviting Team Members

Once your company is set up, invite your recruiting team.

#Sending Invitations

The invited person receives an email with a link to join. If they already have a Skillsheet account, they are added to the company. If not, they are prompted to create an account first.

#Bulk Invitations

#Pending Invitations

View and manage outstanding invitations under Settings > Company > Team > Pending:

• Resend — Click Resend next to an invitation to send the email again.
• Revoke — Click Revoke to cancel an invitation before it is accepted.

---

#User Roles

Skillsheet uses a three-tier role system to control what team members can do within the company.

#Owner

The Owner is the person who created the company. There is one Owner per company.

• Full access to all features, settings, and data.
• Can manage billing and subscription.
• Can invite, remove, and change roles for all team members.
• Can transfer ownership to another member.
• Can delete the company.

#Admin

Admins have broad access to manage the team and most settings.

• Can invite and remove team members.
• Can change roles for Members (but cannot demote other Admins without Owner permission).
• Can manage all positions, candidates, and pipelines.
• Can configure integrations.
• Can view usage and billing details but cannot change payment methods or subscription plans.

#Member

Members are standard recruiter accounts with access to core recruiting features.

• Can create and manage their own positions.
• Can view and work with shared positions and pipelines.
• Can search for candidates and use all sourcing tools.
• Can use integrations (LinkedIn, Calendar) connected to their own accounts.
• Cannot invite or remove team members.
• Cannot access billing or company-wide settings.

#Permissions Summary

Permission	Owner	Admin	Member
Create/manage positions	Yes	Yes	Yes
Search and source candidates	Yes	Yes	Yes
Use personal integrations	Yes	Yes	Yes
View shared pipeline	Yes	Yes	Yes
Invite/remove team members	Yes	Yes	No
Configure company integrations	Yes	Yes	No
View billing and usage	Yes	Yes	Read-only
Manage payment and subscription	Yes	No	No
Change company settings	Yes	Yes	No
Transfer/delete company	Yes	No	No

---

#Company-Wide Settings

Owners and Admins can configure settings that apply to the entire company.

#General Settings

Navigate to Settings > Company > General:

• Default timezone — Used for scheduling and reporting across the team.
• Default pipeline stages — Define the standard pipeline stages new positions start with (e.g., Sourced, Screening, Interview, Offer, Hired).
• Candidate data retention — Set how long inactive candidate data is kept before archiving.

#Notification Preferences

Under Settings > Company > Notifications:

• Team activity digests — Daily or weekly summary of team activity sent to Admins and Owner.
• New application alerts — Notify the position owner when a new application is received.
• Integration alerts — Notify Admins when a sync fails or an integration needs attention.

#Security Settings

Under Settings > Company > Security:

• Two-factor authentication — Require all team members to enable 2FA.
• Session timeout — Set the inactivity period before automatic logout.
• IP allowlist — Restrict access to specific IP addresses (Enterprise plans only).

---

#Managing Company Billing vs. Individual Billing

Skillsheet supports both company-level and individual billing arrangements.

#Company Billing (Default for Teams)

When you create a company, billing is managed at the company level:

• The Owner manages the subscription and payment method.
• All team members share the company’s credit pool.
• Usage is tracked per member but billed to the company account.
• Invoices are issued to the company.

Individual Billing Details

In some cases, team members may have their own individual subscriptions:

• Members who joined Skillsheet before the company was created retain their individual plan unless migrated.
• To migrate an individual plan to company billing, the Owner goes to Settings > Company > Billing > Consolidate Plans and follows the prompts.
• Individual plans run independently and their credits are not shared with the company pool.

#Consolidating Billing

If your team has a mix of individual and company plans, consolidation simplifies management: