Administration & Configuration
Article topics include: login and authentication, account and company settings, user management, approval workflows, survey configuration, job sites, and agencies.
Login/Authentication
Account Settings
- Which email syncing functionalities can I use based on my email provider?
- Updating company contacts
- How do I change my organization’s email domain?
- Enabling and using Lever's email sync
- Setting up mail flow rules in the Exchange Admin Center for limited sync (Office 365)
- Enabling Slack notifications
Company Settings
- Updating department and team structure
- What options does my company have for email sync?
- Locking down sources and tags
- Configuring company settings
- Using the limited email sync configuration
- Sending EEO questions to sourced, referred, and agency-submitted candidates
Pipeline and Archive Reasons
- Modifying pipeline stages
- Reactivating pipeline stages
- Modifying archive reasons
- Deactivating archive reasons
- Reactivating archive reasons
- Deactivating pipeline stages
User Management
- Creating and managing custom roles
- What are the differences between default roles in Lever?
- Sensitive Information Privileges
- Adding and managing users
- Granting users data export access
- Granting candidate access to users
Email Templates
Feedback & Forms
Job Site
- Using the candidate pronouns field
- Blocking repeat applications
- Configuring your Lever-hosted job site
- Publishing postings to your internal job site
- Disabling and enabling your internal job site
- Tracking conversions from custom job sites
Agencies
Offer Settings
Requisition Settings
Approvals
- Automation workflows: Setting up referral notifications
- Approving job postings, requisitions, and offers by proxy
- Adding custom fields and conditions to offer and requisition approval workflows
- Building requisition approval workflows
- Building offer approval workflows
- Building job posting approval workflows
Compliance
General Data Protection Regulation (GDPR)
- Lever Cookie Table
- Enabling and configuring the job site cookie banner
- How is Lever supporting our customers’ GDPR compliance efforts?
- Configuring General Data Protection Regulation (GDPR) settings
- Which countries trigger GDPR protection in Lever?
- How do I see a candidate’s consent status on the candidate profile?