Admin Onboarding & Account Setup
Essential setup steps for a smooth and scalable rollout
11 articles
Account Set Up (Organization)
How to set up your organization's Guide account for launch
Comprehensive Setup Guide: Preparing Your Account for LaunchSet up your Guide account and prepare your candidate experience for launch.
User Roles & PermissionsRole types, access levels, and how to manage permissions across your recruiting team
Scheduling Defaults & Load SettingsHow to control daily/weekly interview limits, load balancing, and interviewer availability rules.
Candidate Portal SettingsCreating and editing the default portal experience for candidates, with branding and stage-based instructions.
Editing "Interview Defaults" & Candidate-Facing Interview TitlesControl which Greenhouse‐synced interviews are visible to candidates and customize candidate‐facing interview names.
Email Templates & SettingsCustomizing email content, confirmation delays, and reviewing synced Greenhouse templates.
Interviewer ProfilesManaging photos, bios, LinkedIn links, and visibility settings for a polished candidate-facing experience.
Interviewer Tags & Training PathsCreate and manage interviewer tags in Guide to track and match interviewers based on skill sets, team alignment, or seniority.
Bulk imports
Bulk import data from previous or existing systems
Exporting Prelude Interviewer DataHow to export your interviewer data from Prelude and import into your Guide account
Bulk Upload Interviewer Profile InformationLearn how to quickly import interviewer bios, roles, and LinkedIn URLs in bulk using Guide’s spreadsheet template
Access Guide Reporting Data in Amazon S3Learn how Guide provides enterprise-grade access to raw reporting data via Amazon S3 for integration into your internal BI tools.