Settings

The Settings module allows you to configure and manage the core functionality of your ATS workspace. It’s designed to help recruiters, admins, and teams personalize and control their hiring environment.

Access the Settings section

Click the company logo (top right), then select ‘Settings’ from the dropdown menu

1. My Account

Manage your personal profile, including:

Updating your name and contact details
Changing your password
Setting or editing your email signature

2. Company

Control and update your organization’s profile. You can:

Edit company name, logo, and career page URL

Access and manage Client Companies
Click on ’+ Add Client Company’ button located on top right hand side in Client companies section located in Company

Required Fields (Must be Filled):

Company Name: Full legal name of the client company
Company Website URL: The complete website link
Email: Official contact email of the client
Country: The country where the client is located
State: State or province of the client location
City: City where the company operates
Pincode: Postal or ZIP code of the client address

Optional Fields (Recommended but Not Mandatory):

Employee Size: Approximate number of employees
Phone Number: Contact number including country code
Company Description: A brief summary about the company and its services
Twitter URL: Link to the company’s Twitter profile
Facebook URL: Link to the company’s Facebook page
LinkedIn URL: Link to the company’s LinkedIn page
Company Photo: Upload the company’s logo or relevant image

Fill all mandatory fields and click on save button — client company will be created

Company will be visible now in client company section

3. Resources

The Resources section allows you to configure and customize the foundational elements of your recruitment process. This helps maintain consistency and structure across all job postings and candidate data.

Click on Resources option on left hand side navigation bar under Settings module

You can manage and organize:

Candidate Tags
Add and organize tags to categorize candidates based on skills, stages, status, or any custom labels for quick filtering and tracking.

Candidate Sources
Identify and manage where your candidates are coming from (e.g., LinkedIn, Job Portals, Employee Referrals, Career Page).

List Options
Customize dropdown selections and predefined options used in various parts of the ATS (e.g., education levels, departments, industries, etc.)

To add List click on Add option under the specific list you wish to add, e.g., Employment type

Add employment type and click on save button

List is created with new option

4. Integrations

Connect your ATS with third-party tools:

Email: Gmail, Outlook
Calendars: Google Calendar, Outlook Calendar

5. User Roles

Manage team members and control access:

Add or remove users
Assign roles like Admin, Recruiter, or Viewer
Set permissions based on roles

6. Chrome Extension

Install the PitchNHire Chrome Extension to:

Source candidates from external sites
Import candidate data directly into your ATS