Give limited or view-only access
Let clinic managers or outside agencies see your candidates and lists without spending credits or making changes.
Sometimes you want a hiring manager, clinic director, or outside recruiting agency to see your candidates and lists — but not spend your credits or change anything. That's what the Viewer role is for.
Invite someone as a Viewer
Follow the usual invite flow — Settings → Members → Invite Member — and set the Role to Viewer before sending. They'll get the same invitation email and land in a read-only version of your workspace.
What a Viewer can and can't do
A Viewer can see your prospect lists, candidate profiles, notes, activity, and outreach history — so they're great for reviewing shortlists or keeping a manager in the loop. A Viewer can't spend credits (no contact-info lookups), change a candidate's status, edit anything, or touch org settings. That means handing out view-only access carries no risk to your credit balance.
Turn an existing member into a Viewer
Already invited someone with more access than they need — say an agency you want to dial back? On the Members page, open the ··· menu next to their name, choose Update Role, and set them to Viewer.
Troubleshooting
I want an agency to help but not burn through our credits.
Invite them as a Viewer. They can review candidates and lists, but the contact-info lookups that spend credits aren't available to them.
A viewer says they can't update a status or send outreach.
That's expected — the Viewer role is read-only by design. If they need to take actions, change their role to Recruiter from the Members page.
Related articles
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