Recruitment Marketing Public

Organisation Admin

As an Organization Admin, you will be the system account administrator. You will have access to all data and functions, including manage users, themes, and organise companies.

Anyone who is an Organisation Admin can assign this role level and other available roles. Please refer to each role to view more information on permissions applicable.

Organisation menu

The following table lists the menu items accessible to this role type:

Additional Resources

• General Data Protection Regulation
• Candidate Cookie Management
• Data Protection Rules Candidate Anonymization

Managing User Accounts

To manage user accounts, you can access "User Management" from the side menu under Organisation.

Creating a user account

1. From the side menu, under Organisation click User Management.
2. Click the New button.
3. Complete the following required details:
   1. First Name: Enter a first name.
   2. Last Name: Enter a last name.
   3. Email: Enter the company email address
4. The following optional details can be entered:
   
   1. Alternative email
   2. Phone number
   3. Title
   4. Bio
   5. Avatar: This image will display against the user's profile
   6. Enable do not reply: If enabled, and the user emails a candidate, then the candidate replies, no email will be sent to the user.
   7. Advanced: In this section, beta features can be enabled if required.
   8. Twitter username
   9. LinkedIn URL
   10. SMS Phone Number
   11. Broadbean account name
5. In the Roles section, select the relevant checkbox(es) to define the user's level of access. For more information refer to Recruitment Marketing user roles.
6. In the Companies section, select the relevant checkbox(es) to define the user's company access.
7. Click the Save button to create this user.

8. Click the Invite icon if required. See below for details.

Creating user accounts in bulk

For many user accounts, you can download the Excel file template to make the process easier. 

As a minimum, the following information for each user is required to create user accounts:

• First Name
• Last Name
• Company Email address.

When completed, adhere to your company's security guidelines and send the file to your Clinch/PageUp Representative.

Inviting a team member to use Recruitment Marketing

To trigger the email invite to a new team member, alongside their record, click the "Invite" icon.

After clicking on the link, the user will be able to set a password for their account. This way, only the user knows their password for security reasons. Additionally, the authorisation token in the user invite email lasts for 2 weeks.

After a user has set a password and logged in, the "Invite" icon will no longer display.

Editing a user account

1. From the side menu, under Organisation click User Management.
2. On the Team screen, find the relevant user and click the Edit icon.
   
3. On the Edit user screen, make the required changes.
4. Click the Save button to keep any changes.

Editing user settings

1. From the top right, click your name.
2. From the drop-down, click your name again.
3. On the User Settings screen, the following can be changed:
   
   1. First Name
   2. Last Name
   3. Password
   4. Position Title
   5. Default company: Select from the drop-down the company used most often, and this will be the company data displayed when logging in. If not defined, then the user will get logged into the first company listed.
   6. Avatar
   7. Option to Receive notifications of candidate activity via email.
4. Click the Save button to keep any changes.

Themes

A theme determines the overall look and feel of your career site. It encompasses those elements that are central to your brand aesthetic such as colours and fonts. When it comes to attracting and engaging candidates, first impressions count - which is why it's important that you take some time to get your theme right. Recruitment Marketing allows you to create themes to your own brand specifications, ensuring that your online visitors enjoy a cohesive and consistent brand experience - from your corporate site homepage right through to your career site and jobs pages.

Applying a theme to a page

There are two ways to add a theme to a page, they are:

• Outside the page editor
• Inside the page editor.

1. Outside the page editor

1. From the side menu, under Content click Web Pages.
2. Click the name of the relevant web campaign.
3. Next to the relevant page, click the more actions icon and select Settings.
4. In the Edit Page Settings screen, click Appearance & Behaviour.
5. From the Theme drop-down, select the required theme.
6. Click the Save button.

2. Inside the page editor

1. For the relevant page, access the page editor.
2. From the top right corner, click on the Settings button then select Settings from the drop-down.
   
3. In the Edit Page Settings screen, click the Appearance & Behaviour tab.
4. From the Theme drop-down, select the required theme.
5. Click the Save button.

Setting the default page theme

If required, you can set a default page theme as follows:

1. From the side menu, under Company click Settings.
2. Under Web, click Page themes & routing.
3. From the Default Theme drop-down, select the required item.
4. Click the Save button.

Multi Company Structure*

The pages you create using Recruitment Marketing will form the basis of your Recruitment Marketing campaign. You'll use these pages to communicate your employer brand, the jobs you have on offer, to give some insight into your company culture, and more - all with the goal of engaging visitors and ultimately converting qualified candidates into applicants.