Administration & Configuration
Learn to configure and customize your Lever environment. Article topics include: account authentication, company settings, user management, templates, approval workflows, job sites, and agencies.
Account Settings & Authentication
- Configuring personal account settings
- Which account syncing functionalities can I use based on my email provider?
- What does Lever have access to on my Microsoft 365 account?
- What does Lever have access to on my Google account?
- Enabling and using Lever's email sync
- Troubleshooting issues with Google Suite and Microsoft account syncing
User Management
- Role permissions breakdown
- Adding and managing users
- What are the differences between default roles in Lever?
- Sensitive Information Privileges
- Hiding hired candidates' information after they become Lever users
- Creating and managing custom roles
Company Settings
- Configuring company settings
- Configuring the authorization method between Lever and Office 365
- Using the limited email sync configuration
- Setting up mail flow rules in the Exchange Admin Center for limited sync (Office 365)
- Setting up mail flow rules in Gmail for limited sync (Google Admin)
- Tracking email engagement
Compliance Settings
Surveys
- Configuring and using the Candidate Experience Survey
- Configuring and using Diversity Surveys
- Configuring and using equal employment opportunity (EEO) questions
- Sending EEO questions to sourced, referred, and agency-submitted candidates
- Using surveys to support diverse, equitable, and inclusive hiring practices
Pipeline and Archive Reasons
- Best practices for pipeline customization
- Adding pipeline stages
- Deactivating pipeline stages
- Reactivating pipeline stages
- Modifying pipeline stages
- Adding archive reasons
Nurture Templates
Email Templates
Feedback & Forms
Job Site Settings
- Configuring your Lever-hosted job site
- Configuring your Lever application form
- Using the candidate pronouns field
- Creating and using job posting templates
- Blocking repeat applications
- Uploading logos to your Lever-hosted job site
Agencies
Offer Settings
Requisition Settings
Approvals
Career Site Builder
- Career Site Builder: Getting started
- Career Site Builder: Going live, publishing, and setting up your domain
- Career Site Builder: Dashboard overview
- Career Site Builder: Editor overview
- Career Site Builder: Site theme overview
- Career Site Builder: Theme colors