Product / Knowledge Base / 16. Settings and Administration

16. Settings and Administration

User & Administration Guide — Version 1.0.3.29

Guide summary

Settings is where administrators configure the workspace: appearance, forms, pipeline stages, templates, screening rules, numbering, email, notifications, and the subscription.

On this page

Settings is visible only to app administrators and site owners. It is organised into General, Preferences, and Lookups sections in the settings sidebar.

16.1 General

Tab What you configure
General App display name, procedure document link, version label, and clearing or restoring sample data
Appearance Theme, colours, density, font size, and which chrome to hide
Dashboard Dashboard name, chart tooltips, and the SLA alerts panel
Forms Which fields appear on the requisition, job family, source, referral source, location, and department forms
Form Templates Job-family specific requisition layouts
Pipeline Stages Stage names, colours, order, and priority labels
Scorecard Templates Interview rubrics with weighted criteria
Job Description Templates Reusable job description text
Screening Rules Rule-based application scoring using non-protected attributes
Recruitment Compliance Approval routing, consent, and GDPR retention
Roles & Permissions Administrators, roles, the permission matrix, and user assignments
Job Board Connections Publish and import toggles for external job boards
Recruitment Guides Author and publish internal hiring playbooks
Brand Logo A custom logo for the app header
Language Interface language: English, Spanish, French, or German
Subscription Trial status, checkout, and the billing portal
Settings general tab
Settings → General — app name, documentation link, and sample data controls.

16.2 Preferences

Tab What you configure
Dropdown Options The choice values offered on requisition and candidate forms
Numbering Automatic numbering for requisitions, candidates, and applications
Tags The shared tag vocabulary for candidates and requisitions
Email Integration How the app sends mail
Notification Workflows Which events notify whom, and with which template
Workflow Rules Trigger, condition, and action rules
Email Templates Reusable message bodies with placeholders
Audit Log The same audit viewer as the Compliance section

16.3 Numbering

Automatic numbering gives every requisition, candidate, and application a readable reference. Configure the prefix, separator, date format, padding length, and how often the counter resets — for example REQ-2026-0007.

16.4 Forms

The Forms tab controls field visibility per entity, so you can hide fields your organisation does not use and keep the create form short. Form Templates goes further and lets you publish a different requisition layout per job family.

Settings forms tab
Settings → Forms — choose which fields appear on each entity form.

16.5 Email integration

Mode How it sends Requires
Chronodat Mail API Through the Chronodat hosted service — recommended An active subscription
Microsoft Graph From the signed-in user's own mailbox Mail.Send approved by a tenant administrator
Power Automate The app does not send; your own flows do Flows built in your tenant

Candidate-facing messages use named templates: an interview invitation, a regret notice, an offer message, and a self-scheduling link. Every message that is sent writes an audit event.

16.6 Tags and subscription

  • Tags — maintain one vocabulary here so candidate filtering stays consistent across the team.
  • Subscription — review trial or subscription status, start a checkout, or open the billing portal.
Settings subscription tab
Settings → Subscription — trial status, checkout, and billing.

16.7 Sample data

If you provisioned the site with sample data, clear it from Settings → General before you go live so demo requisitions and candidates do not mix with real hiring. You can restore it again later if you need a safe space to train new recruiters.