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Configuration Checklist Admins must know πŸ”§
Configuration Checklist Admins must know πŸ”§

New to Vincere? Start here.

James avatar
Written by James
Updated over a week ago

Welcome to Vincere! πŸ‘‹

Configuration Checklist for Admins

You are an Admin in Vincere System but still have no idea what to do πŸ˜“

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

β­• Configuration

πŸ”§ User Management: Guide

πŸ”§ Configuring Candidate Sources: Guide

πŸ”§ Setting up Groups (Brand, Team, Division, Branch): Guide

πŸ”§ Adding your Logo: Guide

πŸ”§ Creating Custom Fields: Guide

πŸ”§ Configuring Tags: Guide

πŸ”§ Configuring Email Templates: Guide

πŸ”§ Configuring various Admin Settings:

And for everything else ➑️ Help Center

β­• Basic Workflows

  1. Adding data into the system:

  2. Connecting your Emails: Guide

    • πŸ“‚ Download Velocity (you’ll thank us later! πŸ˜‰): Guide
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  3. πŸ‘₯ Creating Talent Pools & Distribution Lists:

And for everything else ➑️ Help Center

β­• Advanced Workflows

  1. Advanced Workflows: Guide

  2. Engagement Hubs: Guide

  3. Timesheets: Guide

😫 Help Me, I'm stuck! Get in Touch

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 Centerβ€”it’s pretty cool! 😎

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


Welcome to #TheVincereWay 🀩

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