You can rename or remove your custom sources. Built-in sources (such as LinkedIn and Referral) are fixed and can't be edited or deleted. This action requires a role with permission to manage templates & workflows (typically Admins).
Before you start
Required role: a role with the Manage templates & workflows permission (typically Admins)
Where to find it: Settings → Workflow → Tags & Sources → Sources
How to edit a source
Open Settings → Workflow → Tags & Sources and select the Sources tab.
Find a source with an Origin of Custom and click the edit (pencil) icon on its row. (Built-in sources have no edit or delete controls.)
Update the Source name and click Save.
How to delete a source
On a custom source's row, click the delete (trash) icon.
In the confirmation dialog, click Delete. If any candidates came from this source, you'll be asked where to move them first.
Frequently asked questions
Why can't I edit or delete some sources?
Built-in sources are fixed and show an Origin of "Built in" with no edit or delete controls. Only custom sources you created can be edited or removed.
What happens to candidates from a source I delete?
If candidates were recorded with that source, Recruitera asks you where to move them before completing the deletion, so no candidate is left without a source.