Account Set Up (Organization)
How to set up your organization's Guide account for launch
12 articles
- Getting Started with Guide: Greenhouse Setup Guide (Admins)Set up your Guide account with Greenhouse ATS and in preparation for your Guide 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 & Settings (Greenhouse)Customizing 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.
- How Guide syncs Ashby interview plansHow Guide syncs your Ashby interview plans to ensure you're ready to schedule across your open roles.
Configuring your Guide account once Ashby is connected
Learn how to migrate your Guide account and content to work with your new ATS
- Configuring your interview requirements & Scheduling Plans in Guide (Ashby customers)Set up your Guide account with Ashby ATS and in preparation for your Guide launch.
- Building your email and message template library (Ashby Customers)Customizing email content, confirmation delays, and reviewing synced Greenhouse templates.
- Linking Candidate Portal Templates to JobsOnce you've created your templates, learn how to link them to the relevant jobs, either one at a time or in bulk.