Search results for Profile settings

187 articles found

• 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

• 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

  Email integration can be utilized for IMAP configuration with email servers other than Outlook and Google. If you have Outlook or Google you will set-up the Google or 365 specific integration. To

• 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

• Enrichment Data Providers

  When you use the Clockwork Chrome Extension on a LinkedIn profile, data flows through a specific chain before it appears in Clockwork. Here's exactly how that works and what it means for you. The

• 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

• 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

• 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

• 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,

• Company Enrichment Integration

  This article covers how to set up and use the Company Enrichment integration found in the Integrations tab of your Firm Settings. The Clockwork Company Enrichment Integration uses data providers to

• 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,

• 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

• Chrome Extension Import Method

  Clockwork's Chrome extension here now offers two ways to look up a profile: Manual and Automated. Both use the data providers and import the same way once a profile is found; the only difference is

• Clockwork Chrome Extension Outline

  The Clockwork Chrome Extension is designed to streamline your sourcing and save you valuable time on every executive search project. Our enhanced Chrome extension seamlessly integrates with your

• On-Demand Person Enrichment

  The Clockwork On-Demand Person Enrichment Integration uses Direct Integrations to connect your Firm Database with API driven Public Data. You can use this integration to update candidates records one

• 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

• 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

• 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

• 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

• Cai - Ai Rating and Notes

  CAI (Clockwork AI) searches through the person record: Resume, Bio, Work History, Contact Details, Notes (limited to 2 years of notes) and email tab (365 integration or Google integration with

• 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

• Cai: Project Creation

  Creating New Projects with AI This video and article will guided you through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along

• 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

• 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

• 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

• Department & Industry

  Industry When you Update a company record, this will bring over the Industry from LinkedIn. The LinkedIn URL must be in the company record to accomplish this. We also indicate on the company that the

• 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

• Status Reports: General 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

• 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

• Candidates: Data-Duplicate Information

  PLEASE NOTE: As a rule, Clockwork does NOT destroy data. We never eliminate/override/delete existing data. The computer doesn't know what is important, so we keep all data. Specifically, For most

• How to Create API Keys

  Each firm has a Firm Service Key which is unique to the firm. Each user has a API Key and a Secret Key which is unique to each user of the firm. Instructions to create keys are below: Navigate to

• Person Enrichment Integration

  This article covers how to set up and use the Person Enrichment integration found in the Integrations tab of your Firm Settings. Note: Only users with a Partner or Admin role can access and manage

• 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

• Project Reports

  You can now turn on Gong Reports & New Project Reports through your Firm's settings! New Project Reports are summary reports distributed to all firm users when projects are opened. Gong Reports are

• Project Candidates View Overview

  In this article, we will give you an overview of how the Project Candidates view is used and what it is capable of. 1. To access the Candidates view, click on the Projects menu item, find the project

• Clients: Reset Password

  If your client has forgotten their password, you can have them go to the login page and click ' Forgot Password?' and they will be prompted to enter in their Account Email. From there, have them

• 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

• Advanced Import Templates

  If you are an advanced Clockwork user who is familiar with Excel and the data you would like to import is beyond the basics, this template will be of some help. Process and Logic Blank values in

• Roles within Clockwork

  There is a hierarchy of roles available in the Clockwork platform. In this article, we list these roles and their accessibilities and limitations so that you can properly assign roles to users. We