Administrators Guide
Account admin setup, configuration and tutorials
By Kyle and 4 others5 authors85 articles
- Document Categories
- Creating a Contact Status
- Creating a Form Request
- Crelate System Requirements
- Administrator User Guide
- Creating a Company Status
- Creating A Document Type
- Workflow Stage Examples
- Creating your Workflow Stages
- Managing, Creating and Exporting Tags
- Enabling Duplicate Detection
- Managing Duplicates
- Creating an Activity Type
- Creating Your Employment Search (MPC) Workflow
- Creating a Custom Opportunity
- Creating and Deleting a Custom Field
- Email Journaling and Set Up
- Best Practices: Field Mappings
- Creating Activity Forms
- Placement Master Guide
- Best Practice: Placement Forms
- Best Practices: Creating Activities
- Best Practices: Last Reach Out & Last Engagement Date
- Best Practices: Custom Fields
- Best Practices: Recruiting Workflow
- Activities and Workflows
- What is GDPR?
- Single Sign On
- User Roles
- Managing Two Factor Settings (2FA)
- Admin vs Normal vs Read Only
- Crelate Data Retention, Backup, Security and Availability
- Enabling CareerBuilder User Access
- Deactivating and Deleting a License
- Password Security
- Crelate Support Account Assumption
- User Security for Email Campaigns
- IP Filtering
- GDPR Management
- EEOC and OFCCP Compliance Tracking
- GDPR Management and Workflow
- EEOC Updates
- Caching and Job Portals
- Pass Reasons
- Burden Rate and Burden Percentage
- Naming Rules
- Show "Related" Contacts
- Deleting an Activity Type
- Enabling and Using the Resume Toolbox
- Connecting your Dice and CareerBuilder Accounts for External Resume Search
- Auto Numbering a Job
- Setting a Default Activity Form
- Placement Statuses
- Automated Ownership Expiration
- Timeline/Work History
- Selecting your Activity Mode
- Using Formulas to Calculate Field Value
- Allowing Attachments on your Activities
- Deleting a Workflow Stage
- Auto Numbering Contacts
- Setting Up Custom Contact Research Links
- Removing Email Journaling
- Enabling a Follow-Up Activity
- Using a Picklist in Crelate
- Creating a Placement Form
- Automatic Workflow Emails
- Auto Application Email
- Auto-Approving Applications
- Enabling A Job Creation Notification Email
- Viewing Flagged Emails And Phone Numbers
- Managing Required Fields
- Field Mappings
- Contact Data Enrichment Plans and Pricing
- Deleting Email Templates
- Regional Settings
- Creating a Tracked Activity
- Whitelisting an email address
- Billing Admin License
- How to Purchase Email Campaigns
- Rejecting Applications
- Relationships Master Guide
- Creating Relationship Groups and Types
- BETA - Confidential Fields
- BETA - How to Set Up Confidential Fields with Encryption or Masking