Account Settings

Darvell Harrison

October 08, 2025 15:10

The Account Settings in Recruitment Marketing (RM) is where you can configure your individual settings for your RM account. These settings include:

Profile
Preferences
Notifications

Audience

All users

NOTE: The Profile settings are not available for users who only have the Employee role.

View Account Settings

Navigate to your user menu, then click Account Settings.

You can then select from one of the Account Settings menu items.

Profile Settings

The Profile settings allow you to configure your key information and get access to your forwarding email address.

From the Account Settings menu, select Profile. NOTE: This is typically selected by default.

The following information is available on the Edit Profile page:

First Name - Editable for manually created users, not editable for Single Sign On (SSO) users.
Last Name - Editable for manually created users, not editable for Single Sign On (SSO) users.
Email, Login - This is the email address associated with your account. This field is not editable.
Phone Number - Your phone number. This field is editable.
External ID - Your external ID from an SSO system. This field is not editable.
Address - Your address line. This field is editable.
City - Your city. This field is editable.
Country - Your country. This field is editable.
State/Province - Your state or province based on the country selected. This field is editable.
Postal Code - Your postal code. This field is editable.
Time Zone - Your time zone. It may default to the time zone of your company. This must be set correctly, as many reports display date/time fields, and auto-search is set based on this time zone. This field is editable.
Landing Page - Your landing page when you log in. This goes to the Dashboard by default. This field is editable.
Department - Your department. This field is editable.
Forwarding Address - An auto-generated Recruitment Marketing email address where you can forward or BCC your external communication with candidates. This communication will be attached to the candidate's record.

If you make any changes, click Save.

Preferences Settings

The Preferences settings allow you to configure your preferences for how Recruitment Marketing works for you.

From the Account Settings menu, select Preferences.

The following information is available on the Preferences page:

Display only my searches/folders/imports - Determines what folders, searches, and imports you see.
- ON - Only your current searches, folders, and imports are shown.
- OFF - All available searches, folders, and imports are shown. If you are a Company Administrator, all folders, searches, and imports from all users will be shown.

Account settings_preferences page_display only my searches folderes importrs.png

Notifications Settings

Recruitment Marketing (RM) has a notification system that allows you to see all of your important activities in one place. You can configure your settings if you want to get an email for each single notification, or you want to opt for a daily notifications digest, or you don’t want any emails and will access all notifications directly in RM. You can specify your notification preferences based on your work habits. By default, all notifications are displayed in the Notifications Center when you are logged in. In addition, some important notifications will be emailed to you, in particular: errors and some warnings happening as a result of their activity in the Talent modules (failed new import, or errors in auto search), and notifications about reports being ready for download. You can change your preferences to have no emails at all or to get more email notifications.

RM has three groups of notifications:

Talent - Any mass action performed with candidates' records in RM. Some examples include Mass Add to Folder, Send Mass Email, Send Mass SMS, Add All to Email Campaign, Add Tags to All, etc.
Reports - Any report downloaded from RM, as well as the Candidates CSV downloaded from any talent list.
Candidate Sourcing - Candidates added to your folder or job by other users, or via auto-search or automated sourcing, by an external agency, or as a referral.

From the Account Settings menu, select Notifications.

The following information is available on the Notifications page:

Talent - Control notification emails by clicking the bell icon under Silent, Normal, or Loud. Each setting shows its description once clicked.
- Silent - All notifications will show in the Notification Center and not be emailed.
- Normal (set as default for all users) - All notifications will show in the Notification Center, reports and errors will be emailed.
- Loud - All notifications will show in the Notification Center and be emailed.
- Digest - Receive a daily email summary of all notifications for the corresponding group.
  - All notifications will be added to a daily digest email. This email is sent once per day at around 7 am based on your timezone. If you selected Digest for more than one group, you will get one email with notifications from all the selected groups.
  - Notifications in the digest are organized by type first (e.g., Add to Folder, or Import), then within each type is the summary of the notifications. You can combine Digest with any other setting. For example, if you have selected Silent for Digest for Talent, you will not get any email notifications during the day, but the next morning at 7 am, you will get one email with all notifications related to your previous day's work with Source & CRM.
  - Some notifications will have links that will allow access to a specific notification target, such as a folder or report CSV. You will be required to be logged in.
Reports - Control notification emails by clicking the bell icon under Silent, Normal, or Loud. Each setting shows its description once clicked.
- Silent - All notifications will show in the Notification Center and not be emailed.
- Normal (set as default for all users) - All notifications will show in the Notification Center, reports and errors will be emailed.
- Loud - All notifications will show in the Notification Center and be emailed.
- Digest - Receive a daily email summary of all notifications for the corresponding group.
  - All notifications will be added to a daily digest email. This email is sent once per day at around 7 am based on your timezone. If you selected Digest for more than one group, you will get one email with notifications from all the selected groups.
  - Notifications in the digest are organized by type first (e.g., Add to Folder, or Import), then within each type is the summary of the notifications. You can combine Digest with any other setting. For example, if you have selected Silent for Digest for Talent, you will not get any email notifications during the day, but the next morning at 7 am, you will get one email with all notifications related to your previous day's work with Source & CRM.
  - Some notifications will have links that will allow access to a specific notification target, such as a folder or report CSV. You will be required to be logged in.
Candidate Sourcing - Control creating notifications and sending emails by clicking the bell or toggle.
- In-App - Disable the toggle if you don’t want candidate sourcing notifications to be created on the notifications panel.
- Silent - Notifications are not emailed.
- Loud - Notifications are emailed.
- Digest - Receive a daily email summary of all notifications for the corresponding group.
  - All notifications will be added to a daily digest email. This email is sent once per day at around 7 am based on your timezone. If you selected Digest for more than one group, you will get one email with notifications from all the selected groups.
  - Notifications in the digest are organized by type first (e.g., Add to Folder, or Import), then within each type is the summary of the notifications. You can combine Digest with any other setting. For example, if you have selected Silent for Digest for Talent, you will not get any email notifications during the day, but the next morning at 7 am, you will get one email with all notifications related to your previous day's work with Source & CRM.
  - Some notifications will have links that will allow access to a specific notification target, such as a folder or report CSV. You will be required to be logged in.

Notification Examples

Toast Notifications

When a notification is created in the Notifications Center, a toast pop-up is briefly displayed. NOTE: The toasts are not created for Talent notifications with Silent enabled.

The system will not create more than three toasts for the notifications of the same type. For example, when more than three auto-searches are completed at the same time, only three notification toasts will be created. They will be accompanied by the toast indicating that there are more similar notifications available.

Email Notifications

Report ready to download:

Errors or warnings:

email notifications_errors or warnings.png

Digest: