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Personal Settings

408 bytes removed, 13:24, 24 June 2019

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:: [[File:Use company address icon.png|150px|border]] 

Once you have either clicked the '''Save '''or '''Save Draft '''button after adding an organization to a user, there will also be a''' View Organization''' button next to the '''Organization''' field in order to open up the organization's [[profile]]. 

 

 

==Additional User Settings==

* [[Filters]] – use this menu to manage filters that you can create and use in Sales and [[Applicant Tracking]].

* [[Roles and Access]] – roles are used to determine the type of information that you need to gather from different groups of people. For example, an HR candidate will need to supply different information to a recruiter candidate.

 

==Optional User Settings==

Two additional items may be displayed on the [[Menu|menu]], depending on applications enabled.

 

* '''Folder''' – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.

* '''Resource''' – this menu will be displayed if the Resource Tracking features are enabled and are used to set resource costs.

==Changing Your Password==

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Emmy Fu

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