Search results for Profile settings

201 articles found

• Video: Profile: Task & Task Reminders

  When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. Users can create and manage all Tasks

• Google Integration: Firm Settings

  This article will detail the importance of enabling and confirming permissions with Google. Firm based permissions control object authorization at the firm level. The Google integration will save

• Firm Settings: Licensed Seats

  As a Firm you will now be able to see how many seats you are using and have the ability to request more seats if needed. This feature allows the Partner and Admin roles to view seats consumed. When a

• Firm Settings: Switch Users

  To switch the user in an active seat: 1. First Deactivate the user who will no longer need access to Clockwork. 2. Then Add the user who will be taking the now open Clockwork seat. This ensures no

• Firm Settings: Auto-Pin Note

  After reading this article, you will know the details of the Auto-pin feature used in the candidate panel for a chosen Note Type. Auto-pin notes is true on People view and Candidate Panel. Firm

• 365 Integration: Firm Settings

  This article will detail the importance of enabling and confirming permissions with 365. Firm based permissions control object authorization at the firm level. The Microsoft 365 integration will save

• Candidate Portal: Firm Settings

  The Candidate Portal is an Add On Service for Pro Tier Firms. The Candidate Portal selections must be requested and turned on by the Firms’ Account Manager. The Candidate Portal can only be accessed

• Grid View: Columns & Settings

  Within the new Grid View you now have more options available to you! 1. Column order & sizing 2. Static columns 3. Choose which columns to display 4. Save Configurations 5. Search / Filtering Column

• Firm Settings: Project Visibility Defaults

  You may edit your Firm's Default Visibility settings at any time. The settings in Firm Settings are the default for all new Projects. Changing settings here does not affect open projects. You can

• Video: Firm Settings: Re-order Candidate Status

  Configure Candidate Statuses to match the desired hierarchy within the respected categories. Related Articles Configure: StatusesConfigure: Overview

• Video: Firm Settings: Gong Report Overview

  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'. Related Articles Gong Reports Firm

• Video: Firm Settings: How to Add a New User

  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

• Video: Firm Settings: Toggle ON New Statuses for Project Types

  New candidate statuses require being Toggled ON in Project Types so they can appear in projects created before the new status. Related Articles Configure: Project Types

• Mobile Profile/Logout

  This support article highlights the Navigation Menu. Only Logged in Users are able to view the Navigation Menu by clicking on your icon in the upper-right corner. Users can view and edit profile

• Candidate Panel: Header

  Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more. Click "Projects" in the

• On-Demand Company Enrichment

  The Clockwork On-Demand Company Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Company Profiles. You can use this integration to update candidates records one by one

• Email Integration Setup

  Email Integration is a Pro feature that can be turned on in your Firm Settings. Once on, individual User accounts can be setup as follows. Firm Configuration: 1. Go to Firm Settings 2. Select the

• On-Demand Person Enrichment

  The Clockwork On-Demand Person Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Public Profiles. You can use this integration to update candidates records one by one or

• Tasks: Notifications

  When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. To ensure you have this option turned

• User Generated Reports: Project Details

  <ProjectTitle> Details (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Project Overview (Dashboard) Project Notes Position Details Current

• People: Overview

  This article will detail a general overview of the People View. Click the "People" icon in your Firm Main Menu to be taken to the People view. Show Columns Click the "Gear Icon" and a Show Columns

• People: Overwrite Position and Education

  This article will cover a feature that will assist with strong data integrity for your Position and Education cards in a person's record. This includes ensuring that Company data is source-able,

• User Generated Reports: Project Status Report

  <ProjectName> Status Report (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Current Candidates (Table): Rank, Picture, Name, Position, Status

• User Generated Reports: Project Status Report with all Candidates

  <ProjectTitle> Status Report w/ Candidates (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Current Candidates (Table): Rank, Picture, Name,

• Premium API

  This article will guide you through the process of turning on and generating your API keys and rate limits. Premium API is an Add-On Feature for Pro Tier Firms. This feature can be turned on in your

• Position View: Cai (Clockwork AI)

  We are excited to release a new suite of generative A.I. features in Clockwork. Using your past work and project data, Cai is now available in Positions View for projects with Retained and

• Notification Center

  In this support article, we will cover the Notification Center. Users will be able to see a badge number indicating that an unread change has been made inside of your Firm Environment. The following

• Email Integration: Error Troubleshooting

  The error messages that you may experience within the Email Setup box: LOGIN failed Unable to connect to email server. Error message Error: getaddrinfo ENOTFOUND Error message: Invalid credentials

• Mobile App: Candidates List

  Below is a brief overview of the Candidate List found inside of a desired Project. View or edit the Candidate status, visibility, email, phone, full profile link & more. The Candidates List will hold

• Projects Table View: Project Details

  In this article, you will be shown the features that help you understand what is inside all of your projects from the Table View. Show Columns Switch Table View Bulk Edit Find People Clone Project

• Email Integration Signature

  In this article we will guide you through setting up and using your Email Signature. The Email Signature will be used through your Email Integration client: Google or Outlook (365). To start this

• Pendulum Mail Hook Explained

  The Pendulum mail hook allows you to send an email to a contact and have a copy of that email automatically saved as a note on the person's contact record inside Clockwork. *Pendulum cannot be used

• Project Dashboard: Overview

  This article provides an overview of the new Mobile-Friendly Project Dashboard. Know at a glance how much outreach has occurred, how many candidates have been added, where in the process your

• Download a Contact Record

  Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person

• Change Account Username or Email Address

  Here, we will show the process of changing your login username and email address inside Clockwork. Change Username Change Email Address Change Username To change your Account Username, navigate to

• Candidate Panel: Candidate Status

  Below is a detailed description of each Candidate Status value. *The Candidate Status is found in the Candidate Panel within the New Grid View. Placed - Offer has been accepted and the Candidate has

• Google Integration: Document Card

  Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration. The Integration makes it easier to share

• 1. Account Setup & User Configuration

  This training track includes first steps in adding and setting up a new user account. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2.

• Video: How To: On-demand Person Enrichment (OPE) (Video)

  The Clockwork On-Demand Person Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Public Profiles. You can use this integration to update candidates records one by one or

• Strategy View

  The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

• Deals: Panel

  The Deals Panel will open after selecting your desired Deal name. The panel will hold all information with an ease to add or edit details. Panel Controls Add a Related Project Deals Tags Profile Card

• Deals: Create A Project From A Deal

  Navigate to the Deals Panel then click the deal you'd like to create a Project from to open the side panel. Once within your Deal Panel hover over then click on the "Profile" card. Upon changing the

• Relationship Tracking

  Relationship tracking is a very useful way for you to see connections in your database. This article will detail how to add a Relationship to a Person's profile. Below are the instructions for

• 365 Integration: Document Card

  The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

• Status Reports: Overview

  The Status Report is where you conduct Status Calls with your clients. Organized by Status, Color Category, or Ratings. Candidates are displayed based on the chosen display option. Below you will

• Clockwork's GDPR Compliance

  Our Commitment to You and the Protection of Your Data We are committed to partnering with Clockwork customers and users to help them understand the General Data Protection Regulation (GDPR). The GDPR

• Candidate Portal: Removal Request

  In order to be in compliance, Firms will need to proceed with the Removal Request when they are emailed with a link to the firm users. Upon completion of the request, the candidate's record in the

• Strategy

  The Strategy View is a way for you, the Firm to identify and communicate the high level strategy used to source the best Candidate for your Project.. In this article, we will cover the best way to

• Mark a Project as Confidential

  Marking projects as Confidential is ideal for projects for which you do not want to send out firm-wide communications (related to the project being opened and/or closed, ie. gong reports). Like all

• Default Third Party Calling App

  This article details directing a Third Party application when selecting a phone number on a person record in Clockwork Web-base and Mobile App. Users browser and app settings can be changed to any