Configure industries, functional expertise, groups (brands, teams, divisions, branches), tags, job types, and office locations so you can tag records consistently, segment reporting, and power accurate search and Intelligence dashboards.
⚠ Important: Changes to groups, job types, and tags affect all users. Deleting brands, divisions, teams, branches, or default tags cannot be undone and may permanently affect data and reporting.
Configure Industries and Functional Expertise
Use Industries and Functional Expertise (skills codes) to tag Companies, Contacts, Jobs, and Candidates.
Go to Settings, then click Groups, Tags & Locations.
On the default tab, review the lists of Industries and Functional Expertise.
To remove default tags, select the relevant list (for example, Industry), select all, then click Delete.
To add a new Industry or Functional Expertise, click Create New (top right).
Enter the Name, then click + Add new under Sub Industry (or sub-functional expertise) if needed.
Click Save, then repeat for any additional tags you want to add.
📌 Note: If you are new to the system, a starter set of tags is provided. You can keep, edit, or delete them to match your processes.
Once you delete default tags, the action cannot be reverted.
Add Industries and Expertise to Brands
Newly created Industries and Functional Expertise are not visible to users until you add them to the relevant Brand.
Go to Settings, then click Groups, Tags & Locations.
Click the Groups tab, then select the Brand you want to configure.
In the Industry and Functional Expertise sections, select the tags you created.
Click Add All to include all tags, or select individual tags, then click Save.
Sub-functional expertise and sub-industries can be added only after you have created the main Industry or Functional Expertise.
📌 Important Note
Make sure after you create new tags, to make it visible you must go to the Groups tab and click on the Brand name you want to add in, then Add them to the section that you wish to.
Once this is done, you should be able to see the new industry and functional expertise you set up.
You can tag Companies, Contacts, and Candidates with as many industries as you like, and Jobs with one industry.
Contacts, Jobs, and Candidates can be tagged with as much functional and sub-functional expertise as you like.
When tagging Contact, Job, and Candidate records in Vincere, you have the flexibility to add any combination of industries and functional expertise.
For instance, you could tag a Candidate with the industries ‘biotechnology’ and ‘banking’ and the functional expertise ‘architecture’ and ‘design.’ While this might be an unusual combination, it showcases just how configurable Vincere is! 😊
🤓 Tip: If you cannot see a new tag when editing a Company, Contact, Job, or Candidate, check that it has been added to the Brand in the Groups tab.
How Tags Apply to Records
Companies, Contacts, and Candidates can be tagged with multiple Industries.
Jobs can be tagged with one Industry.
Contacts, Jobs, and Candidates can be tagged with multiple functional and sub-functional expertise tags.
This allows flexible combinations (for example, a Candidate tagged with Industries “Biotechnology” and “Banking” and Functional Expertise “Architecture” and “Design”).
Configure Job Types and Link Them to Brands
Job Types help you categorise Jobs and drive compensation/fee configurations.
Rename Job Types
Go to Settings, then click Admin Settings.
Click the System Preferences tab, then click Edit on Option 5.
Update the names of the default Job Types to match your business terminology.
Click Save when you are done.
Make Job Types Available per Brand
Go to Settings, then click Groups, Tags & Locations.
Click the Groups tab, then select the Brand you want to configure.
In the Job Types section, add the Job Types that apply to that Brand.
Click Save, then test by adding a Job under that Brand to confirm the Job Types appear.
📌 IMPORTANT NOTE:
Job types are only available when you pull them through a specific brand.
If these types are not set up under the brand this could be the reason you don't see the job type you're looking for.
Now that you have set up your job types, whether adding a job or configuring your compensation and fees, these job types will be available for selection.
📂 For the details, please refer to this article: Changing Job Types
Configure Groups: Brand, Team, Division, Branch
Groups let you mirror your company structure in the system and segment reporting in the Intelligence Suite.
Groups are managed from Settings, click on Groups, then you will see Tags & Locations, click on Groups.
Group Type | Purpose | Examples |
Brand | Main business unit and tag controller. | Different trading names or regions. |
Team | Operational teams for performance tracking. | Perm, Contract, Temp teams. |
Division | Departments across your organisation. | Sales, Finance, Operations. |
Branch | Record-level grouping, often geographic. | London, Sydney, New York. |
Brand
Brands control which tags and templates users can access.
Go to Settings, then click Groups, Tags & Locations.
Click the Groups tab, then click Create New.
Select Brand as the group type, then enter the Brand Name and description.
Choose a Background Colour to help identify the Brand visually.
Assign Tags (Industries, Sub-industries, Functional Expertise, Sub-functional Expertise) and Members, then click Save.
📌 Primary Brand Management
To set a primary Brand for a consultant:
Go to Settings, then click User Management.
Open the user’s profile, then click the Organisational Settings tab.
Select the Primary Brand for that user, then click Save.
🤓 Tip: You can assign specific Document Builder templates (formatted CVs, contracts, terms of business, invoices) per Brand so users see only the templates relevant to their Brand.
Team
Teams are used for operational visibility and performance tracking.
2.1 Set Up a Team
Go to Settings, then click Groups, Tags & Locations.
Click the Groups tab, then click Create New and select Team.
Enter the team name and description, then select members from the dropdown.
Click Save to create the team.
After saving, assign one or more Team Managers from the team members list.
2.2 Edit a Team
Click the team name in the list to edit the name, description, members, and managers, then click Save.
🤓 Tip: Team managers can view their team’s planner/calendar and monitor KPIs and forecasts via the Intelligence Suite.
2.3 Delete a Team
Select the team you want to delete from the Groups list.
Click Delete (top right), then choose a new Primary Team for users currently associated with this team.
Confirm the deletion when prompted.
⚠ Important: Deleting a Brand, Division, Team, or Branch can lead to permanent loss of links and data across Industries, Documents, Functional Expertise, Candidates, Jobs and Job Types, Placements, Users and Managers, Deals, and Intelligence dashboards. Once deleted, these links cannot be restored.
📌 Note: The system logs deletions of Brands, Divisions, Teams, and Branches. If you later dispute a deletion, log access may be chargeable.
Areas affected include but are not limited to:
Industries.
Documents.
Functional Expertise.
Candidates.
Jobs / Job Types.
Placements.
Users / Managers.
Deals.
Intelligence.
Please be aware there may be more areas affected than those listed above.
We recommend extreme caution when deleting any Brand/Division/Team/Branch. Once deleted, all the links, data and information from the features listed (and more) will be lost.
2.4 Audit Log for Team Changes
The Team Audit Log records changes to team configuration.
It tracks:
Edits in Team Settings (members, managers, name, description).
Changes in User Management that affect team assignments.
Deletion of a team that was set as a user’s primary team.
Each entry shows:
Date and time of the change.
User who made the change.
Details of what was updated.
📌 Important Note
This feature Audit Log is only available for Team changes in Vincere at the moment, you're not yet able to see the audit logs for companies and contacts.
In the meantime, if you need to check logs or changes, the Consolidated Activities view can be helpful. It provides a centralized table with All Activities, including Goals and KPIs, across all entities.
Conclusion
Setting up and managing teams in Vincere is straightforward and highly beneficial for performance tracking and management. By leveraging the team features, managers can ensure efficient monitoring and boost overall productivity.
Division
Divisions are typically used for departments or high-level segments.
Go to Settings, then click Groups, Tags & Locations.
Click the Groups tab, then click Create New and select Division.
Enter the division name and description, assign members, then click Save.
Example: Use Divisions to separate Finance users from Recruitment users within the same system.
Branch
Branches group records (not user locations) for segmentation, often by geography.
Go to Settings, then click Groups, Tags & Locations.
Click the Groups tab, then click Create New and select Branch.
Enter the branch name and description, then assign users as needed.
Click Save.
📌 Note: A branch is related to records. You can assign users to branches, but only records (Candidates, Contacts, Jobs, Companies) are tagged with branches.
Did You Know? 💡
Users can be assigned to multiple branches, allowing them to tag records like candidates, contacts, jobs, and companies to their assigned branches. However, they can also view and tag records with branches that are not assigned to them. This feature helps improve organization and record management within the system.
Tag Branches to Records
Open a Candidate profile, then go to the Onboarding tab.
Locate the Branch field, then select one or more branches.
Click Save to tag the record.
🤓 Tip: Users can be assigned to multiple branches and can also view and tag records with branches not assigned to them. Branches and other group types are especially useful for Advanced Search and for filtering user activities in Intelligence dashboards.
Configure Locations
Locations represent your company’s office locations and drive location-based reporting.
Go to Settings, then click Groups, Tags & Locations.
Open the Locations (or Locations-related) section.
Add each office location with a clear name (for example, “London Office”, “Sydney CBD”).
Assign users to their correct locations, then click Save.
Branches and other group types are used to segment candidates. They are mainly used to find records via Advanced Search or filter user activities in Intelligence dashboards based on the user's branch.
Location
These are your company’s office locations. It’s important to add these into the system and assign users to the correct location if you want to be able to view the Intelligence for a specific location.
📂 For more details on Setting up User Locations.
Getting into the habit of tagging records correctly will make your data inside Vincere far more valuable – if your Companies, Contacts, Jobs, and Candidates are accurately tagged, you can run searches quickly and accurately.