Search results for Profile settings

201 articles found

• Video: Profile: Settings

  Gong Report: A Gong Report provides a brief overview of a closed project. Please note that Gong reports will not send for any projects marked 'internal' or 'confidential'. Email Client: Webmail -

• Video: Profile Settings: Your Profile

  This video will guide you through viewing and modify your Clockwork Account Profile information. You can select the Your Profile tab to view and edit your email address, password, and the time zone

• Google Integration: User Profile Settings

  The Google Settings in the Profile is related to the logged in user. The Settings section will display which permissions have been granted, the last time your email was checked, the document root

• 365 Integration: User Profile Settings

  The 365 Settings in the Profile is related to the logged in user. The Settings section will display which permissions have been granted, the last time your email was checked, the document root folder

• Profile: Default Project View

  This Support article will guide you to change your Default Project View. This feature will change your landing page when viewing a project. Navigate to your Profile, side of the "Your Profile" tab.

• Account Profile Setup

  After reading this article, you will know the details of your Clockwork Account Profile Settings: In the Your Profile tab you will have 4 settings that will be covered in this article. 1.Task

• Video: Firm Settings: Profile

  Related Articles Firm Settings: Update Firm Profile

• Gong Reports

  A Gong Report provides a brief overview of a closed project. Please note that Gong reports will not send for any projects marked 'internal' or 'confidential'. These reports are emailed to active

• Email Client Setting

  Select the type of Email Client you are using within Clockwork. The options that you have to choose from are the following: 1. Webmail - meaning you use an email application like Gmail to send work

• Firm Settings: Update Firm Profile

  Add/Edit Firm Name You can add/edit your Firm's name following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2. Find the

• Person Panel: Header

  Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below

• Profile: Client Tab

  Profile - Clients Tab The Clients tab lets you view a list of all Clients that have been invited to a Project within your Firm. You can click on Show details / Hide details to expand or collapse

• Change Password

  Learn how to change your Clockwork account password with the help of this short article. 1. Click on your name in the top right-hand corner and select Profile: 2. Inside of the tab, Your Profile,

• Companies Panel Overview

  Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research: Table of Contents Panel Configurations Notes Profile Company Contact

• Profile: Edit Email

  After reading this article, you will know how to view and modify your Clockwork Account login information. On this page, you can select the Your Profile tab to view and edit your email address for

• Merge Tags

  You may find yourself needing to merge new tags with an existing tag. Please take a look below for the instructions on how to do it. 1. Click the "Tags" tab. 2. Click "Merge" at the top right of the

• Clients: Confirm Activation

  If you have invited a client to a project, you may want to know whether or not that client has activated their account by accepting your invitation. We will show you two ways to check on your

• Update User Profiles - Job Title & Employer

  There are two ways to update a user's profile with Job Title and Employer. You can also update the user's profile manually: 1. Navigate to the user's profile or People record. 2. Scroll to the

• Firm & Clients Avatars

  Select a Project from your Projects page and open up the project. After you identify your Team and Client Avatars, you can adjust the format of the avatars to be Vertical or Horizontal across your

• Activating Your Account

  This article will show you how to activate your account with 4 easy steps. 1. Once you provide your firm details to your Account Manager, that person will process the documents to create your account

• Firm Settings: Feature Settings

  Application Features Dashboard The Dashboard feature enables your firm users to access the Dashboard in the Clockwork Application. Project Related Settings Gong Report Gong Reports are summary

• Firm Settings: Defaults

  You may edit your Firm's Default settings including the Time Zone and Currency used. Access Firm Settings as seen below. Edit Time Zone 1. Select the "Settings" view and click "Edit". 2. The drop

• Add/Edit/Merge Tags

  Tags Tab Under the Tags tab is where you manage tags which are useful for categorizing data in Clockwork. Searching through large amounts of data is made easier through the effective use of Tags. Add

• Project Dashboard: Visibility Settings

  The Visibility Settings can be adjusted in your Project Dashboard to enhance yours and your Client's View. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. Click the

• Firm Settings: Reactivate a User

  Your assigned role in Clockwork must either be 'Partner' or 'Admin' to reactivate users. 1. Click the Users tab for a line item list of all users within your Firm. 2. Click on the "All Active" drop

• Firm Settings: Deactivate a User

  Subscription Services - Deactivating User Seats All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment terms.

• Profile

  In your Profile tab you will have multiple settings that will be covered in this article. Contact Information In order to change your contact information, click “Edit” and you will be able to change

• Status Reports: Settings

  The Status Report is where you conduct your Status Calls with your clients. Prior to the call, you are able to not only change the visibility of the Candidate data displayed in each Status Section,

• Firm Settings: Add/Edit Users

  Subscription Services - Adding User Seats to your Account All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment

• Confidential Setting

  The Confidential Setting article will detail the benefits of marking your projects as Confidential and how to make it visible to Team Members. Selecting the Confidential Option while creating the new

• Change Project Title

  If you are needing to change your Project title for whatever reason (such as rebranding, or correcting a mistake), you can easily do it by following the steps below. Simply head over to your Project

• Configure: Project Types

  Configure your Project Types within Firm Settings. Default Project Types will always be available to all Firms. These default types include Retained, Retingency, Contingency, Pickup, and Special

• Research Criteria: Visibility Settings

  1. Firm Project Default Settings 2. Project Level Visibility Settings 3. Add in Long List Firm Project Default Settings Set your firm default visibility settings for projects below. Updates to these

• Firm Settings: Billing

  Overview Subscriptions are controlled with ease through the automated billing module in Firm settings. Managed in application by Partner or Admin users only. Firm Settings Go to Firm settings to

• Profile: Notification Preferences

  This support article will detail the Notification Preferences for the Notification Center and Task Reminders. Inside of your Profile, you will be able to manage your Notification settings by

• Long List: Settings

  Long List Long List allows you to easily share potential candidates with clients in a way that displays just enough information to quickly review together and receive the high-level feedback you need

• Choose Client Visibility Settings

  Here, we will show you how to manage what data your clients can see within a given project. Begin by navigating to the project you wish to change visibility settings on. Click on the Projects menu

• Mobile: User Profile

  In order to update your profile from the mobile app. You click on the Avatar in the upper-right corner and land on the User Profile page. This article will detail how to edit each section, if

• Video: Firm Settings: Billing Tab

  Legacy Clockwork Subscriptions are annual. Your firm will pay the subscription on either an annual or monthly basis. When you increase your subscription seat count, your Firm will pay for the

• Configure: Overview

  This article will provide a general overview of the Configure view within your Firm settings. Note: The categories in each section are used to match your information in the application. The

• Firm Settings: Firm Credentials

  You can access your Firm Import URL, Pendulum Email and Domain following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2.

• Video: Project Visibility Defaults

  Related Articles Firm Settings: Project Visibility Defaults

• Profile: Assessments

  This article will guide you through the process of fulfilling a full Assessments process. Assessments are an Add-On Feature for Pro Tier Firms, that has to be turned on by contacting your Account

• Firm Settings: Email Integration Settings

  This feature is available to our Pro Tier Firms. If you are interested in upgrading to "Pro" please contact your Account Manager. The Email Integration Feature allows Firms to enable a setting where

• Profile: Delete Client

  This article will detail how to delete an outdated or duplicate Client. Navigate into your Profile and select the Clients tab. This lets you view a list of all Clients that have been invited to a

• Download a Profile

  There are times you'd like to download a profile report for a Person, aside from their association with a Project. This can be done by selecting the Print icon under the person's contact record. A

• Profile: Edit User Role

  Your assigned role in Clockwork must either be 'Partner' or 'Admin' to deactivate users. Not sure which role you've been assigned? You can check your role by clicking the "Clockwork Logo" button in

• Video: Profile: Notification Preferences

  Your Notification Preferences will send you an Email, In App, or Web Push notification when an action is accomplished by yourself or a project that you have created or have been invited to.

• Update and Delete a Profile

  Profile Update Profiles can be maintained by updating contact information (email address, phone number, etc.). This is easily managed within Clockwork using the Profile Deletion Tool: Click on the

• Firm Settings: Workflow

  In this Workflow support article, starting inside of the Firm Settings, we will walk you through creating your own system. The Workflow will allow Users to create automatic reminders to basic tasks