Recruitment MarketingPublic

Organisation Admin

As an Organisation Admin, you will be the system account administrator. You will have access to all data and functions. Organisation Admins can manage the companies within an organisation within the system and can assign roles to other users.

Please refer to each role to view more information on the permissions applicable.

Multi Company Structure

Recruitment Marketing has the capability to manage multiple entities within a single organisation or account. By default, these entities are referred to as "companies," while the overarching account is referred to as the "organisation."

Examples of how this can be used:

• A parent company can manage multiple subsidiary companies under one account.
• External careers sites and internal careers sites can be managed as companies under one organisation.
• Headquarters of the organisation and companies are configured as different branch regions.

The first thing you would need to do is select the company you are sitting in. You can switch between "companies", where each will display content and settings for managing the company you are in.

1. Click on your name in the top right corner.
2. The drop-down will display the companies configured.
3. Click on the company you want to manage. The icon will indicate which company you are currently in.

Example of how companies can be set up as per the screenshot below.

Home Dashboard

The home dashboard is presented when signed in.

There are 7 main components presented on the dashboard.

Each number in the table below will correspond to an area of the dashboard in the screenshot above. The screenshot is an expanded version of each section.

Number	Area	Description
1	Side Menu	Clicking on (hamburger menu icon) will display a list of all features within the system.
2	Easy access to key areas of the system	These are shortcuts to accessing key areas of the system from the home page. Web Pages: Access your recruitment marketing campaign and items related to your web page. Candidates: Click this tab to access the CRM and view all candidates. Lists: Lists are candidate data “reports” you can create in recruitment marketing. Emails: View all email types and % Delivered, Opened, and Clicked for each mail. Jobs: View all jobs. Reports: View all candidate metrics and analytics.
3	Favourite Projects	Similar to LinkedIn projects, this feature supports recruiters in building talent pipelines for proactive recruitment. Any favourite projects by the user will be displayed on their dashboard.
4	User Account	Company: Companies that you have been granted access to will be displayed. Knowledge portal: Access the knowledge base here. Community feedback portal: Add your ideas and vote on other ideas raised by customers here. What's new: See what we're working on and new releases here. Logout: Click to log out of your session.
5	Dashboard customisation	Dashboard analytics can be customised by clicking on the "Customise" button and toggling on/off the displayed list of reports.
6	Announcement	Key announcements/updates related to the recruitment marketing system.
7	Candidate Reminders	Candidate reminders (calls, emails, feedback, follow-ups, and interviews) can be assigned to a candidate profile. Any reminders assigned to you will appear on the dashboard.

User Role and Access

The permission to access groups of features across the recruitment marketing system is determined by the role assigned to the user.

A user can have more than one role, in order for them to access various parts of the system, they need to be assigned the relevant role.

The organisational admin manages this access by assigning and adjusting user roles as needed, ensuring each user has the appropriate level of access.

For more information, refer to Recruitment Marketing New User Guide: Getting Started.

Key Features

Click on the side menu (hamburger menu) icon in the top left hand corner to view the full list of features available to an organisation admin.

Access

The visibility of features varies based on the role allocated, a user can be allocated more than one role. For more information, see Recruitment Marketing: User Accounts

Organisation combined with company admin role will allow the user to see all features (as shown in Recruitment Marketing New User Guide: Getting Started).

If a user is given only an organisation admin role, these are the features they will have access to.

Please click on the hyperlinks listed below to view detailed guides for each feature.

Support

To contact support, refer to the details on Recruitment Marketing: Contacting Support.