Administrators Guide

Account admin setup, configuration and tutorials

69 articles in this collection
Written by Crelate Support, Kaleigh Hendershot, and Lindsey Wise

The Basics

Creating a Contact Status

Written by Crelate Support
Updated over a week ago

Crelate System Requirements

Written by Crelate Support
Updated over a week ago

Administrator User Guide

Learn the best practices and recommended first steps for all new administrators

Written by Crelate Support
Updated over a week ago

Creating a Company Status

Written by Crelate Support
Updated over a week ago

Creating A Document Type

How to create, edit and delete a document type

Written by Crelate Support
Updated over a week ago

Workflow Stage Examples

Review real customer examples to spark some ideas when setting up your Recruiting and Sales Workflow Stages

Written by Crelate Support
Updated over a week ago

Creating your Workflow Stages

How to create your Workflow Stages in both the Sales and Recruiting Pipeline

Written by Crelate Support
Updated over a week ago

Managing and Creating Tags

How to utilize and create tags to organize your Core Records

Written by Crelate Support
Updated over a week ago

Enabling Duplicate Detection

Written by Crelate Support
Updated over a week ago

Managing Duplicates

Written by Crelate Support
Updated over a week ago

Creating an Activity

How to create a new activity type within Crelate

Written by Crelate Support
Updated over a week ago

Creating An Employment Search (MPC)

Written by Crelate Support
Updated over a week ago

Creating a Custom Opportunity

Written by Crelate Support
Updated over a week ago

Creating and Deleting a Custom Field

Written by Crelate Support
Updated over a week ago

Email Journaling and Set Up

Written by Crelate Support
Updated over a week ago

Best Practices: Field Mappings

Written by Crelate Support
Updated over a week ago

Creating Activity Forms

How to create and manage Activity Forms

Written by Crelate Support
Updated over a week ago

Placement Master Guide

All you need to know about placements in Crelate!

Written by Crelate Support
Updated over a week ago

Best Practice: Placement Forms

Learn the best practices for utilizing placement forms in Crelate

Written by Crelate Support
Updated this week

Best Practices: Creating Activities

What are some recommendations and examples we see from our customer base?

Written by Crelate Support
Updated over a week ago

Best Practices: Last Reach Out & Last Engagement Date

Why and how you may use these automated date fields to your advantage when creating activities

Written by Crelate Support
Updated over a week ago

Best Practices: Custom Fields

Written by Crelate Support
Updated over a week ago

Best Practices: Recruiting Workflow

What is a Recruiting Workflow in Crelate?

Written by Crelate Support
Updated over a week ago

Activities and Workflows

What's the difference? When should each be used?

Written by Crelate Support
Updated over a week ago

Security & Compliance Management

User Roles

Setting user privileges within your Crelate

Written by Kaleigh Hendershot
Updated over a week ago

Managing Two Factor Settings

Written by Kaleigh Hendershot
Updated over a week ago

Admin vs Normal vs Read Only

Written by Kaleigh Hendershot
Updated over a week ago

Crelate Data Retention, Backup, Security and Availability

Written by Kaleigh Hendershot
Updated over a week ago

Enabling Dice and CareerBuilder User Access

Written by Kaleigh Hendershot
Updated over a week ago

Deactivating and Deleting a License

Written by Kaleigh Hendershot
Updated over a week ago

Password Security

Written by Kaleigh Hendershot
Updated over a week ago

Crelate Support Account Assumption

Written by Kaleigh Hendershot
Updated over a week ago

User Security for Email Campaigns

Enabling or Removing Access for your Team to Send Email Campaigns

Written by Kaleigh Hendershot
Updated over a week ago

IP Filtering

Written by Kaleigh Hendershot
Updated over a week ago

EEOC and OFCCP Compliance Tracking

Written by Kaleigh Hendershot
Updated over a week ago

GDPR Management

Written by Kaleigh Hendershot
Updated over a week ago

GDPR Management and Workflow

Written by Kaleigh Hendershot
Updated over a week ago

Advanced Customization

Deleting an Activity

Written by Crelate Support
Updated over a week ago

Enabling and Using the Resume Toolbox

As an account admin, learn how to enable and utilize Crelate's automated resume branding and redaction

Written by Crelate Support
Updated over a week ago

Connecting your Dice and CareerBuilder Accounts for External Resume Search

Written by Lindsey Wise
Updated over a week ago

Auto Numbering a Job

Written by Crelate Support
Updated over a week ago

Setting a Default Activity Form

Written by Crelate Support
Updated over a week ago

Placement Statuses

How to quickly view all Placements you've made by their statuses and how to configure these statuses.

Written by Lindsey Wise
Updated over a week ago

Automated Ownership Expiration

Written by Lindsey Wise
Updated over a week ago

Timeline/Work History

Written by Lindsey Wise
Updated over a week ago

Selecting your Activity Mode

Written by Lindsey Wise
Updated over a week ago

Using Formulas to Calculate Field Value

Calculating Placement Form values

Written by Lindsey Wise
Updated over a week ago

Allowing Attachments on your Activities

How to enable attachments when logging an activity

Written by Lindsey Wise
Updated over a week ago

Deleting a Workflow Stage

How to delete a workflow stage that is currently in use

Written by Lindsey Wise
Updated over a week ago

Auto Numbering Contacts

Written by Lindsey Wise
Updated over a week ago

Setting Up Custom Contact Research Links

Written by Lindsey Wise
Updated over a week ago

Removing Email Journaling

Written by Crelate Support
Updated over a week ago

Enabling a Follow-Up Activity

Written by Lindsey Wise
Updated over a week ago

Using a Picklist in Crelate

Viewing Crelate's default picklists and creating custom picklists

Written by Lindsey Wise
Updated over a week ago

Creating a Placement Form

How to create a Placement form in Crelate

Written by Lindsey Wise
Updated over a week ago

Automatic Workflow Emails

How to set up an automated email in your workflow

Written by Lindsey Wise
Updated over a week ago

Auto Application Email

Written by Crelate Support
Updated over a week ago

Auto-Approving Applications

Written by Kaleigh Hendershot
Updated over a week ago

Placement Export

Written by Kaleigh Hendershot
Updated over a week ago

Enabling A Job Creation Notification Email

How to email your team when a new job is created

Written by Kaleigh Hendershot
Updated over a week ago

Viewing Flagged Emails

Written by Kaleigh Hendershot
Updated over a week ago

Field Mappings

How to create Field Mappings on your custom forms

Written by Kaleigh Hendershot
Updated over a week ago

Admin Settings Area

Regional Settings

Written by Lindsey Wise
Updated over a week ago

Creating a Tracked Activity

Written by Crelate Support
Updated over a week ago

Whitelisting an email address

Written by Crelate Support
Updated over a week ago

Billing Admin License

Written by Crelate Support
Updated over a week ago

How to Purchase Email Campaigns

Written by Crelate Support
Updated over a week ago

Changing your Organization Name

How to change the display name of your Crelate account

Written by Crelate Support
Updated over a week ago

Rejecting Applications

How to reject a new application

Written by Crelate Support
Updated over a week ago