|Available for||User roles||Super Admin, Admin, Team Member, Limited Team Member|
||This article depicts an updated version of Lever's email editor. The updated version of the email editor is included in the Winter 2023 Product Release, scheduled for progressive rollout starting in mid-February 2023. For more information on the Winter 2023 release, keep an eye on our Product Release Notes.|
Lever's 'Send For' feature allows you to send emails on behalf of other users in your Lever environment including recruiters, hiring managers, and executives. 'Send For' permissions allow you to diversify your outreach strategy by enabling collaboration across your organization's whole talent acquisition function. Readers of this article will learn about...
- How 'Send For' permissions work
- Requesting a 'Send For' permission
- Best practices for using 'Send For' permissions
How 'Send For' permissions work
When you have been given 'Send For' permission from another user in your Lever environment, you will be able to send emails on behalf of that user via Lever. The name of the user will appear as an option in the sender field of the email composition window.
When you send an email on behalf of another user, the email will reside in that user's sent folder. You will not receive a copy of the sent email. If/when a candidate responds to the email, the reply will appear in the inbox of the user on behalf of which the email was sent. You will receive a notification that the candidate has responded.
The 'Send For' function can be used when sending the following types of emails:
- Individual one-off emails
- Bulk emails
- Emails sent as part of a bulk archiving action
- Emails sent as part of a Nurture campaign
Note that it is not possible to send emails on behalf of another user as part of an automation workflow.
Requesting a 'Send For' permission
To request 'Send For permission:
- Navigate to Settings > My account, scroll to the 'Send For' heading, and click the + Request Send For button
- Select a Lever user from the menu and click the Send Request button
- You can only request 'Send For' permission from users with at least Limited Team Member access.
The user will receive an email notifying them that you have requested a 'Send For' permission.
Clicking the link in the email will bring the user to their Lever Settings where they can accept or reject the request.
Best practices for using 'Send For' permissions
We highly recommend setting up a clear and detailed communication plan with anyone for which you plan on using a 'Send For' permission. When defining your communication plan, be sure to set guidelines around who will be responsible for following up with a candidate if/when they respond to an email sent on behalf of the user that provided the 'Send For' permission, with the goal of maintaining a cohesive and streamlined candidate experience.