Getting started
An administrator's setup checklist
Prepare a workspace before inviting your team into its workflows.
For admins
Before you start
Confirm which areas you are responsible for. Recruiting and HR permissions do not necessarily grant the same access.
What to do
- Review company information, departments, and the organization structure.
- Assign account members the minimum roles and scopes needed for their work.
- Prepare recruiting workflows or HR templates for the teams using them.
- Review provider configuration and permissions before relying on email, calendar, signing, or AI actions.
If something is not right
Do not treat a visible integration or enabled-looking control as proof that the underlying provider is connected.
Available controls can vary with your role, plan, workspace configuration, and connected providers. These guides do not change your company's policies.
Keep exploring
Account & security
Why can't I see a page or record?
Understand roles, assignments, and permission boundaries.
Reports & integrations
Is an integration actually connected?
Separate a catalog listing from a configured, authorized connection.
Recruiting
Prepare a job and its application form
Connect role details, application questions, and the hiring team.