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A team on Equip shares one workspace: everyone sees the same job openings, candidates, results, and credit balance. Your plan sets a seat limit: Standard includes 2 seats, Premium 5, and Elite is unlimited. Each team member you add counts against this limit.

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Inviting Members

Any team member can invite new teammates from the Team page.
1

Open the Team page

Go to Account > Team in the left sidebar.
Account sidebar section with the Team link
2

Click Invite members

Invite members button
3

Enter email addresses one by one

Press Enter after each email ID. Each invitee receives an email with a link to join your team.
Invite members dialog with an email address entered
Invitations are restricted to your team’s email domain, and Equip allows one team per domain. Check Seats Remaining on the Billing page before inviting, or upgrade your plan for more room.

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Pending Invites

Invitations that have not been accepted yet appear under Pending Invites on the Team page. Click Remove invite to cancel one.

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Joining via Email

Colleagues with your team’s email domain don’t always need an invite. They can sign in on the login page with their work email, and Equip adds them straight to your existing team.
To turn this off, go to Account > Team, open the Organization tab, and set Allow Auto-join to No. Colleagues will then need an invite from the Team Admin.
Allow Auto-join dropdown with Yes and No options

The Allow Auto-join setting

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Removing Members

Only the Team Admin can remove a member.
1

Open the actions menu

On the Team page, click the three dots next to the member’s name and choose Remove.
2

Confirm

Confirm in the Remove Team Member dialog.
Team member actions menu with Make Admin and Remove options

The member actions menu

The Team Admin cannot be removed from the team. To remove the person who is currently the admin, transfer the admin role to someone else first, then have the new admin remove them.
If the admin is the only member, they invite a teammate first, then make that teammate the admin.

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The Team Admin Role

Every team has exactly one Team Admin. The person who creates the team becomes the admin by default. All members see the same data and can do the same day-to-day work. The admin role only adds a few responsibilities:

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Changing the Team Admin

Only the current admin can hand over the role.
1

Open the Team page

Go to Account > Team in the sidebar.
2

Pick the new admin

Click the three dots next to the member who should become the admin and select Make Admin. You become a regular member.
The Team page also supports an optional reporting structure. A member can be assigned a manager, which Equip’s analytics use to group activity.
  • Organization Settings - Update your brand name, legal entity name, timezone, and logo on the same Team page
  • How Credits Work - Understand the shared credit balance your whole team draws from
  • Invoices - Where invoices go after purchase and how any member can download them
  • Security and Privacy - Passwordless login and how Equip protects your account