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A Tour of Settings in Recruitera

A quick tour of the Settings area in Recruitera — the Company, Workflow, Templates, Team & Roles, and My Account groups, and where to configure each.

Settings is where you configure Recruitera for your whole company — your brand and structure, how hiring works, your reusable templates, your team's access, and your own account. This is a quick tour of the five groups so you know where each thing lives. What you can change in each depends on your role.

Company

Your company identity and structure: Company Details, Locations, Departments, Job Titles, Candidate Blacklist, Integrations, and your Career Site. A good place to start is How to Set Up Your Company Profile.

Workflow

How candidates move through hiring: Stage Types, Tags & Sources, Disqualify Reasons, Hiring Rules, Public Links, Requisition Approvals, and the Employee Hub.

Templates

The reusable pieces you attach to jobs and candidates: Pipelines, Jobs, Screening Questions, Evaluation Forms, Email, Offer Letters, and Benefits. Set these up once and reuse them everywhere.

Team & Roles

Who has access and what they can do: Team Members (the people) and Hiring Roles (the permission matrix). See How to Navigate Team & Roles.

My Account

Your own profile, notifications, and password — separate from company settings. See How to Access Account Settings.

💡 Company-wide settings (Company, Workflow, Templates, Team & Roles) are typically managed by Admins, while My Account is yours alone.

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