Account Setup

Account Setup

Complete your account setup to unlock the full power of Candidate Audit.

Creating Your Organization

Your organization is the workspace where you'll manage campaigns, candidates, and team members.

Steps to Create an Organization

1. Navigate to Organization Setup - After first login, you'll be prompted to create an organization
2. Enter Organization Details:
   • Organization name (your company name)
   • Industry (optional, helps with context)
   • Size (optional)
3. Save and Continue - Your organization is now active

Profile Configuration

Update your personal profile to ensure proper attribution on assessments and team communications.

Key Profile Settings

• Display Name: How your name appears to team members
• Email: Your contact email (verified during signup)
• Role: Your position within your organization
• Notifications: Choose how you want to receive updates

Access your profile settings by clicking your avatar in the top right corner.

Organization Settings

As an organization admin, you can configure:

• Organization details: Update name, industry, and other info
• Billing information: Manage subscription and payment methods
• Team permissions: Set default roles for new members
• Data preferences: Configure retention and export settings

Next Steps

• Invite team members to collaborate
• Explore your dashboard to understand the interface
• Create your first campaign to start evaluating candidates

Important Notes

Organization Name: Choose carefully—this appears in all reports and assessments you share.

Admin Access: The person who creates the organization is automatically the admin with full permissions.