Additional Settings

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👥 Users & Invites

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What you can do:

• View Users → See all members added to your organization along with their roles and join details
• Manage Roles → Assign roles to control access levels
• Invite Members → Add new users by sending email invitations using the Invite User button
• Track Invites → Monitor invitation status (e.g., pending, accepted) and expiry details

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🔐 Role Permissions

• Admin → Full access to applications
• Member → Full application access, cannot change organization settings, can invite only lower-role users
• Viewer → Can view and share job listings only

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🔄 Tabs Overview

• Users Tab → Displays all active members in your organization
• Invites Tab → Shows pending invites with status, invited by, and expiration date

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🔗 Zoho Integration

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What you can do:

• Connect to Zoho → Authorize your Zoho account and generate a secure API key
• Secure API Access → Copy and use the API key (visible only once) for integration setup
• Sync Data → Automatically sync candidate and job data between AgentR and Zoho
• Centralize Workflow → Manage hiring processes across both platforms
• Disconnect Anytime → Easily un-authorize Zoho integration when needed

🔐 The API key is shown only once for security reasons—make sure to copy and store it safely.

💡 This integration helps reduce manual work, avoid duplicate data entry, and maintain a seamless hiring workflow.

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🤖 Pre-Screening Settings

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What you can configure:

• Default Assistant Name Set the name of your AI assistant that will be used across all job screenings.
• Screening Channels Choose how candidates will be screened:
  • AI Web Call → Browser-based video screening
  • AI Phone Call → Traditional phone-based screening