Logging in and Managing User Settings

Objective

After completing this lesson, you will be able to configure settings within SmartRecruiters to optimize user experience and workflow efficiency.

Personal Settings Configuration

As a new or existing user of SmartRecruiters, understanding how to log in and configure your personal settings is crucial for an efficient and personalized recruiting experience.

Creating a Password

When you're initially added as a user to SmartRecruiters, you will receive an email invitation. This email contains specific instructions for creating your password for the first time.

After setting up your password, you might be required to verify your email address. In such cases, SmartRecruiters will send a verification email to the address you provided. Simply click on the link provided in the verification email to be directed into SmartRecruiters.

Forgotten Password

If you've forgotten your password and you're not using Single Sign-On (SSO), click the Forgot Password link located below the email field. This will trigger an email to your email address with instructions to reset your password.

Single Sign-On (SSO)

If your organization uses Single Sign-On (SSO), the login process may be slightly different:

  • You might not be prompted to enter a password.

  • Depending on your system's configuration, you may only need to enter your email address, which will then be recognized by your SSO provider, granting you access to SmartRecruiters.

View and Adjust Your Settings

Once you're logged into SmartRecruiters, you can access your user settings by following these steps:

Steps

  1. Navigate to Settings.

  2. The Settings page is divided into several sections, including My account and My purchases. Depending on your user role (such as an admin or custom role), you may also see additional ​​company-wide settings.

    Screen displays the Settings page, calling out the My account and My purchases section and options on the page.
  3. In the My purchases section, you can view details about your current job board orders, available credits, and payment methods. This section is particularly useful if you've purchased job postings or assessments from the SmartRecruiters Marketplace.

  4. The My account section allows you to manage your personal information and preferences.

    My profile: Here, you can enter or update your personal details, such as your name, ​​​position​, and contact information. You can also do the following:

    • Choose whether to display your name on job ads that you post.
    • Select your preferred language and time zone. Setting the correct time zone is crucial for scheduling interviews and ensuring the timely delivery of emails.

    Note

    If your organization has SmartRecruiters integrated with a user synchronization setup (for example, via an HRIS or identity provider like Okta/Azure AD using SCIM/SAML), the lifecycle of company user accounts is controlled by that sync. In those environments, you might not see that button.

    In the Login & password section, you can change your login email and password.

    Note

    This section is not available if you are using Single Sign-On (SSO).

Additional Profile Settings

Notifications Section

The Notifications page allows you to customize the types of emails and alerts you receive from SmartRecruiters. You can choose to receive notifications based on your role on the hiring team (e.g., hiring manager, coordinator, interviewer).

​​​There are six categories of emails you can configure, so it's essential to review each section and select the notifications that are most relevant to your role and responsibilities.

Note

An administrator can update the notification settings under Global Notification settings. If the notification is enabled at the global settings level, the user can adjust it (switch it on or off) based on individual needs.

Screen displays the Notification page, and the options for customizing the emails and alerts you receive from SmartRecruiters.

Scheduling Preferences

In this section, you can set up your availability and preferred timeslots for interviews. You can also set an Out of office and other interview preferences like the number of interviews per day or buffer time, for example, or the advance time you'd like to allow when auto-scheduling interviews.

Settings page for weekly interview availability Mon-Fri 9 AM–5 PM with date-specific times, out-of-office, daily limits, advance and buffer options.

Delegate Approvals Section

If you plan to be away from work for a period, you can use the Delegate Approvals page to assign another user to handle job or offer approvals on your behalf.

To delegate approvals:

  • You can provide the start and end dates of your absence.
  • You can select the user who will receive the approvals.
  • The designated user will then receive any approvals sent to you during the specified period.
  • You can end the delegation early if needed.
Displays the Delegate approvals page, where you can assign another user to handle job or offer approvals on your behalf.

When approvals are delegated, only the designated user receives the job or offer approval request. The original approver (who created the approval) will not receive an email or a notification in the Home Page Approvals widget at the same time.

When the original approver returns at the end of the delegation period, or cancels the delegation early, any approvals that are still pending remain assigned to the designated user. They are not automatically redirected back to the person who created the approval.

It functions the same way for items that are awaiting approval from the person who created the approval (the original approver). These approvals are not transferred to the designated user and must be approved or rejected by the original approver before a delegation is set up.

My Searches Section

The My Searches page allows you to view and manage your saved searches. Clicking on a saved search will take you to the People page, where the search criteria filters will be pre-populated, allowing you to review applicants quickly.

Next to each saved search, you can see the number of new applicants, add the search to your home page, edit the search name, or delete the search. The Search History tab displays a list of when your searches were last run.

Screen displays the My searches page, where you can view and manage your saved searches. The sub-tab Search history is open, where you can see your searches from the last 30 days.

My Integrations Section

The My Integrations page displays available integrations and their current status. The status icon indicates whether an integration is currently enabled.

Displays My Integrations page, with available integrations and current status; the status icon indicates whether the integration is enabled currently.

Watch the video below for more information about login and user settings.

This video is for demonstration purposes. Any references made in this video to previous or later videos in this course (including titles, numbers, links, or sequence) may differ from the current course structure. Additionally, some functionalities shown may have evolved over time due to ongoing enhancements or business decisions.

Summary

  • Logging into SmartRecruiters involves using your email and password or utilizing Single Sign-On (SSO) (if supported by your organization).
  • The Settings page allows you to manage personal information, language preferences, email notifications, and delegate approvals.
  • Customizing your email preferences and managing saved searches can significantly improve your efficiency and workflow within SmartRecruiters.