Settings & Customization
Customize TalentPipeFlow to match your workflow, branding, and business requirements. Configure user settings, company preferences, security options, and system integrations for optimal performance.
🎯 What You'll Master
- Personalizing your user profile and preferences
- Configuring company branding and appearance
- Managing security settings and permissions
- Setting up notifications and alerts
- Integrating with external tools and services
Personal Profile Settings
Managing Your Account
Navigate to "Settings" in the dashboard, then select"Profile" to customize your personal account settings and preferences.
Your profile settings affect how you interact with the platform and how other team members see your information.
Profile Information
- • Full Name: Your display name across the platform
- • Email Address: Primary contact and login email
- • Phone Number: Contact information for clients
- • Job Title: Your role within the organization
- • Profile Photo: Professional headshot for identification
- • Bio/Signature: Brief description or email signature
Preferences & Defaults
- • Time Zone: Your local time zone for scheduling
- • Language: Interface language preference
- • Date Format: How dates appear throughout the system
- • Dashboard Layout: Default view and widget arrangement
- • Items per Page: List and table display preferences
Password & Security
- • Change Password: Update your login credentials
- • Two-Factor Authentication: Enhanced account security
- • Login History: Recent access activity
- • Active Sessions: Manage logged-in devices
- • Recovery Options: Backup authentication methods
Company & Branding Settings
Customizing Your Brand Experience
Company settings allow you to customize TalentPipeFlow's appearance and behavior to match your organization's brand and workflows:
Company Information
- • Company Name: Your organization's legal name
- • Industry: Business sector for relevant features
- • Company Size: Number of employees
- • Address: Primary business location
- • Website: Company website URL
- • Description: Brief company overview
Visual Branding
- • Company Logo: Upload your brand logo
- • Color Scheme: Primary and accent colors
- • Favicon: Browser tab icon
- • Email Templates: Branded communication design
- • Document Headers: Logo on reports and exports
Workflow Configuration
- • Default Pipeline: Standard recruitment stages
- • Job Categories: Industry-specific classifications
- • Custom Fields: Additional data points
- • Approval Workflows: Multi-step authorization
- • Data Retention: How long to keep records
Security & User Management
Protecting Your Data
Access Control
- • User Roles: Admin, Recruiter, Viewer permissions
- • Feature Access: Control who can use specific features
- • Data Visibility: Restrict access to sensitive information
- • Team Assignments: Organize users into groups
- • Client Access: External user permissions
Security Policies
- • Password Requirements: Complexity and expiration rules
- • Session Management: Timeout and concurrent login limits
- • IP Restrictions: Limit access from specific locations
- • Audit Logging: Track all system activities
- • Data Encryption: Protection of stored and transmitted data
Compliance & Privacy
- • GDPR Compliance: Data protection regulation compliance
- • Data Retention: Automatic deletion policies
- • Consent Management: Candidate privacy preferences
- • Export Controls: Data portability and removal
- • Backup Security: Encrypted data backups
Security Best Practice: Regularly review user permissions and access logs. Enable two-factor authentication for all admin accounts and consider IP restrictions for sensitive environments.
Notification Settings
Staying Informed
Email Notifications
- • New candidate applications
- • Interview scheduling updates
- • Team collaboration messages
- • System maintenance alerts
In-App Alerts
- • Real-time candidate updates
- • Task reminders and deadlines
- • Pipeline stage changes
- • Performance milestones
Notification Categories
- •Candidate Activity: Applications, profile updates, status changes
- •Team Collaboration: Comments, mentions, shared documents
- •System Events: Maintenance, updates, security alerts
- •Performance Metrics: Goals achieved, deadlines approaching
Third-Party Integrations
Connecting Your Tools
Popular Integrations
- Email Services: Gmail, Outlook, SMTP
- Calendar Apps: Google Calendar, Outlook Calendar
- Job Boards: LinkedIn, Indeed, Monster
- Background Checks: Third-party verification services
API & Webhooks
- REST API: Custom integrations and automation
- Webhooks: Real-time event notifications
- Data Export: Regular backups and reporting
- SSO Integration: Single sign-on with your systems
Setup Process
- Authentication: Secure connection setup
- Configuration: Map fields and settings
- Testing: Verify integration functionality
- Monitoring: Track integration health
Best Practices
- Security First: Use secure authentication methods
- Rate Limits: Respect API usage limitations
- Error Handling: Implement robust retry logic
- Documentation: Keep integration settings documented
🚨 Common Issues & Solutions
Integration Authentication Failures
Solutions: Verify API credentials are current, check for expired tokens, ensure proper permissions are granted, and review firewall or network restrictions that might block connections.
Notification Overload
Solutions: Fine-tune notification settings to focus on critical events only, use digest formats for less urgent updates, and set up different notification preferences for different roles.
User Permission Confusion
Solutions: Create clear role definitions, provide training on permission structures, document access policies, and regularly audit user roles to ensure they match job responsibilities.
🎉 Congratulations!
You've completed the comprehensive TalentPipeFlow user guide! You now have the knowledge to effectively use all major features of the platform and customize it to fit your recruitment needs.
Final Checklist
- Configure your profile and preferences
- Set up company branding and settings
- Review security and user permissions
- Configure notifications and integrations