--- title: "Account Setup and Customization for Companies Webinar Guide" slug: "account-setup-and-customization-for-companies-webinar-guide" description: "Learn how to set up and customize your account in Manatal." updated: 2025-08-28T08:00:54Z published: 2025-08-28T08:00:54Z canonical: "support.manatal.com/account-setup-and-customization-for-companies-webinar-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.manatal.com/llms.txt > Use this file to discover all available pages before exploring further. # Account Setup and Customization for Companies Webinar Guide In this guide, we'll guide you through account setup and customization on Manatal. You'll learn how to manage users, integrate your email, customize stages, and much more. [Account Setup and Customization for Companies Video](https://fast.wistia.net/embed/iframe/h87jlthtg0?web_component=true&seo=false) **Step 1:** Begin by clicking on the **Administration** option. Note that only admin users can access this feature. ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-BCURRBRM.png) **Step 2:** Click on **Account and Users**. Here, you're able to edit your account name and logo, manage users, and handle guest users for each department. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/4daa86f3-8589-41af-b585-cef9cac6b017.png) ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-VIFG6AGN.png) **Step 3:** Navigate to **Data Management**. In the Data import section, you'll be able to import your existing database, including candidates, departments, job contacts, matches, and resumes. ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-C0NTK9MR.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/c6a75969-f6f4-4f2d-a66f-ba87967768ce.png) **Step 4:** In the GDPR Tracking section, you can enable GDPR tracking and view GDPR reports. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/7e14b53f-9bbd-4c4f-95d9-91bd284c9e90.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/33cbc374-b6ae-4a37-b77c-f5f4012f6e46.png) **Step 5:** Enable the **Consent Request Tool**. Once enabled, the system will automatically send GDPR consent request emails to candidates. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/33f712bb-1593-4bdf-aa8f-861bda970fa7.png) **Step 6:** Click on **Integrations** to manage third-party integrations. To integrate with any system, simply click **Enable**. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/eb3079a8-8110-4b26-9abe-e40516aa0985.png) **Step 7:** Access your **Subscription** to view invoices, change payment methods, and upgrade your package. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/456fa93e-d794-4eb5-9a82-db36b34c5d64.png) **Step 8:** Enable your **Career Page** and learn how to integrate it with your website. You can also modify the page directly from here. ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-T8X3NO67.png) **Step 9:** Enable free **Job Boards** to post jobs on any of the 40 platforms for free. You can also give other users access to premium job board posting. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/79a1d458-0e01-48a2-9f8a-ee58c7883f80.png) ![Screenshot 2568-08-28 at 14.50.52.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Screenshot%202568-08-28%20at%2014.50.52.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/1fd92fca-270a-4658-ac4a-04af09010dc3.png) **Step 10:** You can define which resume will be visible to a guest in the **Resumes** section. You can also brand the resume and set up a custom resume template. ![Screenshot 2568-08-28 at 14.51.53.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/Screenshot%202568-08-28%20at%2014.51.53.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/718bc004-56f3-4aa5-80ee-c20b43167fbe.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/d5758c0b-c594-446f-b4c2-a0217091df9e.png) **Step 11:** Customize your account in the **Customization** section. Here, you can modify candidates, create custom fields, and add existing fields to an existing category. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/5764c35f-2d66-4c79-bc93-820b9b44b415.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/f21c4d23-1bcb-492a-a44c-26044244e189.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/66d20b9a-4605-4c47-af5d-b8cb6b06f8f4.png) **Step 12:** Customize jobs, departments, contacts, and guests. You can manage the visibility of each department, set up key pipeline stages, and create custom fields. ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-FBA45FGX.png) **Step 13:** In the Features section, you can enable the features such as the duplicate management system, referral management, and Manatal AI Candidate Scorecards. ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-CPS6D2DI.png) **Step 14:** Access **Support** to report an incident or access documentation. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/feeddc2e-cc01-4b83-91f7-08bbb96ebd05.png) ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/6c513ce6-1810-4034-8d19-3a4ee0ecde93.png) **Step 15:** Click on **Settings** in the left menu, which can be accessed by any user. You can integrate your email and calendar. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/18e6fd53-f936-4c3c-83e3-55419bc49e79.png) **Step 16:** In **Email Settings**, create email templates and add your email signature. In the Settings, you can also set up 2-factor authentication. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/9e8ccfa6-8653-4b26-80b5-d279bab4a5e4.png) ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-W4760YD5.png) **Step 17:** Set up your preferred date, time, currency, and languages in **Preferences**. ![](https://usercontent.in.prod.clueso.io/8bb3fe14-b410-4e58-a2a1-61a4082db716/3964dcaa-aaa2-4f7c-a846-7329a31e4636/50563cab-239a-4339-9bcd-40cc9402aba1/images/a8fea956-fb9f-430c-a9b1-746a2678b6d2.png) **Step 18:** Customize your notifications in the **Notifications** section. ![image.png](https://cdn.document360.io/39490836-1db1-4486-9bf0-9314bc46f971/Images/Documentation/image-4P6J68LM.png)