Organization Overview

The Organization (Client/Department) page is where you have access to all information regarding an organization you created. The page is split into multiple tabs that sort the information by category for easier visualization and allows for a number of actions.

1. Jobs

The "Jobs" tab displays an overview of all the jobs under an Organization (Client/Department).

2. Summary

The "Summary" tab displays all the information related to the Organization (Client/Department) and its team.

3. Organization Visibility

There are 3 levels of visibility for Organizations (Clients/Departments), which determine whether an Organization and its details are visible to other users. Refer to this article for more information.

4. Activities

The "Activities" tab displays all activities related to the Organization (Client/Department). These do not include activities related to jobs under that Organization (Client/Department).

5. Organization Tags

Add tags to an Organization (Client/Department) such as "Many Vacancies", "Few Vacancies" or any custom tag. Read more about Organization tags in this article.

6. Notes

The "Notes" tab displays all notes related to the Organization (Client/Department). These do not include notes related to jobs under that Organization (Client/Department).

7. Owner

This displays the owner of the Organization (Client/Department). Refer to this article for more information on organization ownership.

8. Attachments

The "Attachments" tab displays all Attachments related to the Organization (Client/Department). These do not include Attachments related to jobs under that Organization (Client/Department).

9. Team

The Owner of the Organization (Client/Department) can use this tab to add or remove team users to the team. Refer to this article for more information on adding team members.

10. Guests

View, add or remove Guests to the Organization (Client/Department). By default, anyone in the Organization's team can add, remove or delete guests. This tab also allows to modify which actions and information are available to the Guests.

11. Contacts

Displays all contacts under the Organization (Client/Department). By default, anyone in the Organization's team can add, remove or delete contacts.

12. History

The "History" tab displays all past actions related to the Organization (Client/Department).

13. 3-Dots

Dropdown menu giving access to the following actions:

• Add Job: Add a job under the Organization
• Edit: Edit the Organization's details
• Edit Ownership: Edit the ownership of the Organization
• Edit Visibility: Edit the visibility of the Organization
• Delete: Delete the Organization

14. Actions

Modify the columns displayed in the table below and export the information displayed in the table. Refer to this article for more information on how to export.

15. Filters

Filter the information displayed on screen by name, Organization (Client/Department), minimum and maximum salaries, job owner,...