Settings

Templates

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

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Company

• Update the company account
• Delete the company account

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

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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

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Zapier

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