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The Roles page lists every job in your workspace that you can see. Admins and owners see them all. Everyone else sees the jobs they created or are on the team for. See Who can see a job. Every job also carries the same More role actions menu, whether you open it from a list row or from inside the job itself.

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The Roles page

The job table takes the whole page. To ask the agent about your jobs, click Agent at the bottom right. See Work with the agent.
  • New role, at the top right, adds a job by title without the agent and opens its brief. See Create a job.
  • All roles shows every job you can see. My roles shows only jobs you created or are a member of.
  • The search icon opens Search roles…, which matches job names only.
  • Filter adds conditions on Status, Function, Engagement, and Location. Values within one filter combine as “or”, and different filters combine as “and”.
  • Display options covers Sort by (16 options, including Updated, Name, Deadline, Function, Version, Created, and Candidates, each ascending or descending) and Columns. Name always shows. Function, Candidates, Deadline, Updated, Listing and Status show by default. Engagement, Location, Version and Created are available but off by default.
The Status filter and the Status column aren’t the same thing. The filter works on the listing: Published, Draft, Closed or Not listed. The column shows the job’s own status: Draft, Planned, Qualifying, Open or Closed. Only Qualifying and Open jobs take candidates, and a job can be open with no listing at all. To group jobs by status, sort by Status instead. See Job statuses.
Candidates shows a live count of everyone on the job. The table paginates at 50 rows by default. Your search text resets each visit, but filters, sort, and column choices are remembered, per browser, not per account: they won’t follow you to a different computer or show up for a teammate.

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The job header and its actions menu

Inside a job, the header shows the job’s name, its status and the same More role actions (…) menu as the list. Click the job’s name to open Switch to role… and jump to another job. Members and Team aren’t in this menu. They’re rows in the Details section of the job’s Brief tab. Members is the job’s team: apart from admins and owners, only the people listed there and whoever created the job can see it. Team assigns the job to one of your workspace’s teams, and the agent then also uses that team’s knowledge on this job. Team doesn’t give anyone access.

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Common questions

The Status filter works on the listing (Published, Draft, Closed, Not listed), not on the job’s own status. Sort by Status to group jobs by status, or look at the Status column. “Not listed” only means the job has no published listing: the position itself can still be open.
Yes. Members, reviewers and viewers only see a job if they’re in its Members row, created it, or were assigned a step on it. What they can do on it still depends on their workspace role. Admins and owners see every job either way.
View preferences are saved to your browser, not your account. Set them again on any other device.

Create a job

Start one from a description, or duplicate an existing job.

Close, reopen or delete a job

What each of those three actually does.