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Administrators Guide
Administrators Guide
Account admin setup, configuration and tutorials
79 articles in this collection
Written by
Ian Remington
and
Chelsie Pettit
The Basics
Document Categories
How to create a Document Category within Crelate
Written by
Ian Remington
Updated over a week ago
Creating a Contact Status
How to create contact statuses
Written by
Ian Remington
Updated over a week ago
Creating a Form Request
How to create a Form Request.
Written by
Chelsie Pettit
Updated over a week ago
Crelate System Requirements
Written by
Ian Remington
Updated over a week ago
Administrator User Guide
Learn the best practices and recommended first steps for all new administrators
Written by
Ian Remington
Updated over a week ago
Creating a Company Status
Written by
Ian Remington
Updated over a week ago
Creating A Document Type
How to create, edit and delete a document type
Written by
Ian Remington
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
Ian Remington
Updated over a week ago
Creating your Workflow Stages
How to create your Workflow Stages in both the Sales and Recruiting Pipeline
Written by
Ian Remington
Updated over a week ago
Managing and Creating Tags
How to utilize and create tags to organize your Core Records
Written by
Ian Remington
Updated over a week ago
Enabling Duplicate Detection
Written by
Ian Remington
Updated over a week ago
Managing Duplicates
Written by
Ian Remington
Updated over a week ago
Creating an Activity Type
How to create a new activity type within Crelate
Written by
Ian Remington
Updated over a week ago
Creating An Employment Search (MPC)
Written by
Ian Remington
Updated over a week ago
Creating a Custom Opportunity
Written by
Ian Remington
Updated over a week ago
Creating and Deleting a Custom Field
Written by
Ian Remington
Updated over a week ago
Email Journaling and Set Up
Written by
Ian Remington
Updated over a week ago
Best Practices: Field Mappings
Written by
Ian Remington
Updated over a week ago
Creating Activity Forms
How to create and manage Activity Forms
Written by
Ian Remington
Updated over a week ago
Placement Master Guide
All you need to know about placements in Crelate!
Written by
Ian Remington
Updated over a week ago
Best Practice: Placement Forms
Learn the best practices for utilizing placement forms in Crelate
Written by
Ian Remington
Updated over a week ago
Best Practices: Creating Activities
What are some recommendations and examples we see from our customer base?
Written by
Ian Remington
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
Ian Remington
Updated over a week ago
Best Practices: Custom Fields
Written by
Ian Remington
Updated over a week ago
Best Practices: Recruiting Workflow
What is a Recruiting Workflow in Crelate?
Written by
Ian Remington
Updated over a week ago
Activities and Workflows
What's the difference? When should each be used?
Written by
Ian Remington
Updated over a week ago
Security & Compliance Management
What is GDPR?
Learn more about Crelate’s Commitment to the GDPR
Written by
Ian Remington
Updated over a week ago
Single Sign On
Add Okta as a Single Sign-On Provider to Crelate
Written by
Ian Remington
Updated over a week ago
User Roles
Setting user privileges within your Crelate
Written by
Ian Remington
Updated over a week ago
Managing Two Factor Settings (2FA)
Written by
Ian Remington
Updated over a week ago
Admin vs Normal vs Read Only
Written by
Ian Remington
Updated over a week ago
Crelate Data Retention, Backup, Security and Availability
Written by
Ian Remington
Updated over a week ago
Enabling Dice and CareerBuilder User Access
Written by
Ian Remington
Updated over a week ago
Deactivating and Deleting a License
Written by
Ian Remington
Updated over a week ago
Password Security
Written by
Ian Remington
Updated over a week ago
Crelate Support Account Assumption
Written by
Ian Remington
Updated over a week ago
User Security for Email Campaigns
Enabling or Removing Access for your Team to Send Email Campaigns
Written by
Ian Remington
Updated over a week ago
IP Filtering
Written by
Ian Remington
Updated over a week ago
GDPR Management
Written by
Ian Remington
Updated over a week ago
EEOC and OFCCP Compliance Tracking
Written by
Ian Remington
Updated over a week ago
GDPR Management and Workflow
Written by
Ian Remington
Updated over a week ago
Advanced Customization
Burden Rate and Burden Percentage
Written by
Ian Remington
Updated over a week ago
Naming Rules
How to enable and use Naming Rules
Written by
Ian Remington
Updated over a week ago
Show "Related" contacts
Recruiting workflow settings. Show sales or client contacts associated with your job.
Written by
Chelsie Pettit
Updated over a week ago
Deleting an Activity Type
Written by
Ian Remington
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
Ian Remington
Updated over a week ago
Connecting your Dice and CareerBuilder Accounts for External Resume Search
Written by
Ian Remington
Updated over a week ago
Auto Numbering a Job
Written by
Ian Remington
Updated over a week ago
Setting a Default Activity Form
Written by
Ian Remington
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
Ian Remington
Updated over a week ago
Automated Ownership Expiration
Written by
Ian Remington
Updated over a week ago
Timeline/Work History
Written by
Ian Remington
Updated over a week ago
Pass Reasons
Understanding the pass reasons picklist option in Crelate
Written by
Ian Remington
Updated over a week ago
Selecting your Activity Mode
Written by
Ian Remington
Updated over a week ago
Using Formulas to Calculate Field Value
Calculating Placement Form values
Written by
Ian Remington
Updated over a week ago
Allowing Attachments on your Activities
How to enable attachments when logging an activity
Written by
Ian Remington
Updated over a week ago
Deleting a Workflow Stage
How to delete a workflow stage that is currently in use
Written by
Ian Remington
Updated over a week ago
Auto Numbering Contacts
Written by
Ian Remington
Updated over a week ago
Setting Up Custom Contact Research Links
Written by
Ian Remington
Updated over a week ago
Removing Email Journaling
Written by
Ian Remington
Updated over a week ago
Enabling a Follow-Up Activity
Written by
Ian Remington
Updated over a week ago
Using a Picklist in Crelate
Viewing Crelate's default picklists and creating custom picklists
Written by
Ian Remington
Updated over a week ago
Creating a Placement Form
How to create a Placement form in Crelate
Written by
Ian Remington
Updated over a week ago
Automatic Workflow Emails
How to set up an automated email in your workflow
Written by
Ian Remington
Updated over a week ago
Auto Application Email
Written by
Ian Remington
Updated over a week ago
Auto-Approving Applications
Written by
Ian Remington
Updated over a week ago
Placement Export
Written by
Ian Remington
Updated over a week ago
Enabling A Job Creation Notification Email
How to email your team when a new job is created
Written by
Ian Remington
Updated over a week ago
Viewing Flagged Emails
Written by
Ian Remington
Updated over a week ago
Field Mappings
How to create Field Mappings on your custom forms
Written by
Ian Remington
Updated over a week ago
Admin Settings Area
Contact Data Enrichment Plans and Pricing
Written by
Ian Remington
Updated over a week ago
Deleting Email Templates
How to find and delete an email template
Written by
Chelsie Pettit
Updated over a week ago
Regional Settings
Written by
Ian Remington
Updated over a week ago
Creating a Tracked Activity
Written by
Ian Remington
Updated over a week ago
Whitelisting an email address
Written by
Ian Remington
Updated over a week ago
Billing Admin License
Written by
Ian Remington
Updated over a week ago
How to Purchase Email Campaigns
Written by
Ian Remington
Updated over a week ago
Changing your Organization Name
How to change the display name of your Crelate account
Written by
Ian Remington
Updated over a week ago
Rejecting Applications
How to reject a new application
Written by
Ian Remington
Updated over a week ago