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Company Settings

Company Settings at /company/settings is where you manage your account, team, roles, talent controls, audit log, public job site, and integrations. Open a specific area with /company/settings/:tab.

Admin only

Most settings — billing, team and role management, talent controls, audit log, job site, and integrations — are company_admin actions. Members can update their own contact info.

Account, plan, and billing​

Goal: review your plan and keep billing current.

  1. Open /company/settings (the default tab).
  2. Update your Contact Info (job title, phone — these pre-fill submission reports).
  3. Review Current Plan, usage Metrics (active seats, API calls, projects), Payment Method, and Invoices.
📷 ScreenshotSettings account, plan, and billing/company/settings

Manage team members​

Goal: control who has access and at what level.

  1. Open the team tab (/company/settings/team).
  2. The member table lists each person's roles (Platform Admin / Admin / Member / Viewer) and status. Click Edit to change a member's role.
  3. Use Invite Team Member to add someone.
📷 ScreenshotTeam members and roles/company/settings/team

Manage roles and permissions​

Goal: define reusable role templates and permission sets.

  1. Open /company/settings/roles (the Role Library).
  2. Search templates, or click New Role Template to create one. Each row supports Edit, Duplicate, and Delete.
  3. Create or edit at /company/settings/roles/new or /company/settings/roles/:id/edit — set the template name, role title, required skills, certifications, seniority, hours, duration, and rates. In edit mode, Propagate changes to open slots pushes updates to slots created from this template.
📷 ScreenshotRole library and template editor/company/settings/roles
note

Deleting a role template does not affect existing project slots already created from it.

Pipeline stages​

Your candidate pipeline uses configurable stages (sourced, active, and terminal). Candidates move through these stages on the pipeline board — drag a card to change its stage. Stage configuration is a company_admin setting.

Talent controls and audit log​

  • talent-controls — set Worker Type Preferences (W-2, 1099, Agency/Corp-to-Corp, International EOR) and Required Certifications (Background Check, SOC 2 NDA, ITAR Clearance, Federal Security Clearance).
  • audit — review account events (event, actor, time, IP address).

Job site settings​

Goal: run a public, branded careers page.

  1. Open the jobsite tab (/company/settings/jobsite).
  2. Toggle the Job Site Status on to publish a public careers page (a live URL appears).
  3. Choose a Display Mode (Openings only, or Projects & openings).
  4. Configure Branding (accent color, tagline, CTA text, about text, font, hero image), Privacy & Salary (show salary ranges, require full account), and Embed (allowed domains and copy-paste iframe snippets). Use the live preview, then Save.
📷 ScreenshotJob site branding and embed settings/company/settings/jobsite
tip

Open roles publish to your job site only when both the company job site is enabled and the parent project is published. Configure per-slot job posting fields when you edit a slot.

Integrations​

The integrations tab manages connected services. See the dedicated Integrations page for details, including Align sync.