Account Set Up (Organization)
How to set up your organization's Guide account for launch
8 articles
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.