Vincere

Configuration Checklist for Admins

You are an Admin in Vincere System but still have no idea what to do 😓 

👉 No worries, we’ve got your back! Follow these steps to ensure success in your first week with Vincere:

🔧 User Management: <a href="https://help.vincere.io/en/articles/1946538-user-management" rel="nofollow noopener noreferrer" target="_blank">Guide</a>

🔧 Configuring Candidate Sources: <a href="https://help.vincere.io/en/articles/1945973-configuring-candidate-sources" rel="nofollow noopener noreferrer" target="_blank">Guide</a>

🔧 Setting up Groups (Brand, Team, Division, Branch): <a href="https://help.vincere.io/en/articles/2545525-groups-in-vincere" rel="nofollow noopener noreferrer" target="_blank">Guide</a>

🔧 Adding your Logo: <a href="https://help.vincere.io/en/articles/2257687-how-do-i-add-my-logo" rel="nofollow noopener noreferrer" target="_blank">Guide</a>

🔧 Creating Custom Fields: <a href="https://help.vincere.io/en/articles/3087122-how-to-configure-candidate-onboarding-fields" rel="nofollow noopener noreferrer" target="_blank">Guide</a>

🔧 Configuring Tags: <a href="https://help.vincere.io/en/articles/1938324-groups-tags-and-locations" rel="nofollow noopener noreferrer" target="_blank">Guide</a>

🔧 Configuring Email Templates: <a href="https://help.vincere.io/en/articles/3556821-email-templates" rel="nofollow noopener noreferrer" target="_blank">Guide</a>

🔧 Configuring various Admin Settings:

<a href="https://help.vincere.io/en/articles/1888670-setting-sub-statuses" rel="nofollow noopener noreferrer" target="_blank">Sub-Statuses</a>

<a href="https://help.vincere.io/en/articles/1938453-configuring-task-actions" rel="nofollow noopener noreferrer" target="_blank">Task Actions</a>

- <a href="https://help.vincere.io/en/articles/1888670-setting-sub-statuses" rel="nofollow noopener noreferrer" target="_blank">Sub-Statuses</a> 
- <a href="https://help.vincere.io/en/articles/1938453-configuring-task-actions" rel="nofollow noopener noreferrer" target="_blank">Task Actions</a>

And for everything else ➡️ <a href="http://help.vincere.io/make-vincere-your-own">Help Center</a>

- <a href="https://help.vincere.io/en/articles/1888784-adding-candidates-in-vincere" rel="nofollow noopener noreferrer" target="_blank">Adding Candidates</a>
- <a href="https://help.vincere.io/en/articles/1946741-archiving-and-deleting-candidates" rel="nofollow noopener noreferrer" target="_blank">Deleting Candidates</a>
- <a href="https://help.vincere.io/en/articles/1892251-adding-a-job" rel="nofollow noopener noreferrer" target="_blank">Adding a Job</a>
- <a href="https://help.vincere.io/en/articles/1892230-adding-companies" rel="nofollow noopener noreferrer" target="_blank">Adding Companies</a>
- <a href="https://help.vincere.io/en/articles/1891684-adding-contacts" rel="nofollow noopener noreferrer" target="_blank">Adding Contacts</a>

Connecting your Emails: <a href="http://help.vincere.io/just-signed-up/connecting-your-emails-to-vincere">Guide</a>

- 📂 Download Velocity (you’ll thank us later! 😉): <a href="http://help.vincere.io/marketplace/introducing-velocity">Guide</a>

👥 Creating Talent Pools &amp; Distribution Lists:

- <a href="https://help.vincere.io/en/articles/1888676-talent-pools-for-candidates" rel="nofollow noopener noreferrer" target="_blank">Talent Pools</a>
- <a href="https://help.vincere.io/en/articles/1888684-distribution-lists-contacts" rel="nofollow noopener noreferrer" target="_blank">Distribution Lists</a>

1. Adding data into the system:
 - <a href="https://help.vincere.io/en/articles/1888784-adding-candidates-in-vincere" rel="nofollow noopener noreferrer" target="_blank">Adding Candidates</a>
 - <a href="https://help.vincere.io/en/articles/1946741-archiving-and-deleting-candidates" rel="nofollow noopener noreferrer" target="_blank">Deleting Candidates</a>
 - <a href="https://help.vincere.io/en/articles/1892251-adding-a-job" rel="nofollow noopener noreferrer" target="_blank">Adding a Job</a>
 - <a href="https://help.vincere.io/en/articles/1892230-adding-companies" rel="nofollow noopener noreferrer" target="_blank">Adding Companies</a>
 - <a href="https://help.vincere.io/en/articles/1891684-adding-contacts" rel="nofollow noopener noreferrer" target="_blank">Adding Contacts</a> 
2. Connecting your Emails: <a href="http://help.vincere.io/just-signed-up/connecting-your-emails-to-vincere">Guide</a> 
 - 📂 Download Velocity (you’ll thank us later! 😉): <a href="http://help.vincere.io/marketplace/introducing-velocity">Guide</a> 
3. 👥 Creating Talent Pools &amp; Distribution Lists: 
 - <a href="https://help.vincere.io/en/articles/1888676-talent-pools-for-candidates" rel="nofollow noopener noreferrer" target="_blank">Talent Pools</a>
 - <a href="https://help.vincere.io/en/articles/1888684-distribution-lists-contacts" rel="nofollow noopener noreferrer" target="_blank">Distribution Lists</a>

And for everything else ➡️ <a href="http://help.vincere.io/just-signed-up">Help Center</a>

Advanced Workflows: <a href="http://help.vincere.io/reporting-and-analytics">Guide</a>

Engagement Hubs: <a href="http://help.vincere.io/engagement-hub">Guide</a>

Timesheets: <a href="http://help.vincere.io/middle-office">Guide</a>

1. Advanced Workflows: <a href="http://help.vincere.io/reporting-and-analytics">Guide</a>
2. Engagement Hubs: <a href="http://help.vincere.io/engagement-hub">Guide</a>
3. Timesheets: <a href="http://help.vincere.io/middle-office">Guide</a>

😫 Help Me, I'm stuck! <a href="http://help.vincere.io/need-more-help/get-in-touch">Get in Touch</a>

If you need help at any point, drop us some feedback and we'll get back to you as soon as we can. You can start a new conversation with us from the Help Center or search through our shiny new Help Center—it’s pretty cool! 😎

Once again, welcome aboard! We can’t wait to take you on our journey to be the best.

___________________________________________________________

Configuration Checklist Admins must know 🔧

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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Configuration Checklist Admins must know 🔧

Welcome to Vincere! 👋

Configuration Checklist for Admins

⭕ Configuration

⭕ Basic Workflows

⭕ Advanced Workflows