ATS Update: Administration Screen

What’s New?

Simplified Navigation: Our admin screens now feature a refreshed navigation system, making it easier than ever to find what you need.
Updated Terminology: We’ve updated the terminology to make everything more intuitive.
New Search Function: Quickly find the settings you need with our new search feature.

Note: any modules that are a bolt-on to your system, such as ATR or Careers Page Builder, will only be shown when the module has been enabled on your system.

Introducing the New Manage Communications Screen

Our first rebuilt admin screen is the Manage Communications screen. This central hub allows you to create templated communications that can be used across different parts of the system, such as progression stages.

Enhanced Templates: You no longer need a separate set of templates for each recruitment workflow. Now, you can set up templates to be used across multiple workflows.
Improved Text Editor: We’ve revamped our text editor to include more accessible features

Additional Configuration Menu Details

To improve user navigation and align with customer needs, several configuration menu options have been renamed. The following table highlights these changes:

Original Name	New Name
ATS Branding	Manage ATS Branding
Manage Settings	Recruitment Workflow Settings
Edit Profile Settings	Recruitment Workflow Defaults
Manage Profiles	Create New Recruitment Workflow
Edit Progression Stages	Edit Recruitment Workflow Stages
Manage Team Settings	Assign Workflows to Teams
Edit Careers Pages	Careers Page Editor
Manage Tags	Talent Pool Tags
Edit Client	Edit Company Details
Edit Client Settings	Manage Client Account
Manage Esign Templates	Manage DocuSign Documents
Manage Account Settings	SMS Account Settings
Manage Speculative Pots	Manage Speculative CV Pots
Manage Job Board on Email Settings	Job Board on Email Settings
Manage Client Feeds	Job Board Feeds
Killer Questions	Create Killer Questions
Edit Communication Templates	Manage Communication Templates
Manage Screening Questions	Video Screening Questions
Forms Admin	Form Editor
Manage Vacancy Custom Fields	Vacancy Custom Fields
Manage SMTP Settings	Mailgun Email Credentials
Manage Data Policy	Data Retention Policy
Manage Profile Settings	Manage Job Alerts

Removed and New Options

Some options have been removed for better clarity, while new option have been added based on client feedback:

Removed Options	Access
Add New Advert Template	Now accessible via Manage Advert Templates
Add New User	Now accessible via Manage Users screen
Create Speculative CV Pot	Now accessible via Manage Spec CV Pots screen
Manage ATR Processes	Quick access to ATR Builder

Updated Permissions Management

The visibility and access to various ATS pages are now controlled by the following seven new permissions, which can be assigned through the user admin screens. This update replaces the previous "Client Administration" module and its associated submodules, streamlining access management.

The new permissions groups are:

Permission	Access Control
Advert Management	Controls access to the Manage Advert Templates page.
Careers Page Management	Controls access to the Careers Pages Editor and Vacancy Custom Fields pages.
User & Hierarchy Management	Controls access to Manage Users, Manage Hierarchy Teams, and Manage Settings pages.
Workflow Management	Controls access to Edit Recruitment Workflow Stages and Recruitment Workflow Defaults pages.
System Configuration	Controls access to Manage Communication Templates, Talent Pool Tags, SMS Account Settings, Mailgun Email Credentials, Data Retention Policy, Job Board Feeds, Job Board on Email Settings, Manage ATS Branding, Edit Company Details, Manage ATR Processes, Manage Media, and Video Screening Questions pages.
Integrations Management	Controls access to Manage DocuSign Documents, Fourth, and Marketplace pages.
Form Management	Controls access to the Form Editor and Create Killer Questions pages.

Communication Template Updates

For further detail on the updates we have made to the Communication Templates administration screen, please see our helpful how-to guide, here.