Settings

Templates

• Types of templates
• About email templates
• Add a custom email template
• Edit an email template
• Delete a custom email template
• About assessments

See all 12 articles

Users

• Edit your own profile
• Change your email address
• Change your account password
• Set your email preferences
• Manage your personal identifiable information
• About roles and permissions

See all 13 articles

Managing Workflows

• About workflows and their stages
• View workflows
• Add a custom workflow
• Manage stages in a workflow
• Manage stage items in a workflow
• Duplicate a built-in or custom workflow

See all 9 articles

Zapier

• About Zapier
• Use Zapier to export new revealed applicant information to a Google Sheet