Advanced Configuration & Automation | Access Recruitment CRM Help Centre

The Advanced Configuration & Automation pathway focuses on leveraging the full technical capabilities of Access Recruitment CRM to streamline recruitment operations, reduce manual effort, and enhance data accuracy. It’s designed for teams looking to go beyond basic setup and unlock powerful automation and customisation features.

Wherever you are on your journey with Access Recruitment CRM, a range of tools, guidance, and expertise is available to support you in achieving success.

Pathway Stages

· Establish – Set up core system foundations and basic recruiter templates to support consistent usage.

· Evolve – Refine configuration and workflows to streamline processes and increase efficiency.

· Excel – Leverage advanced configuration to enhance productivity, insight, and overall performance.

🤓 Tip: If you would like additional support whilst navigating this pathway, please contact your Customer Success Manager or Account Manager for further information.

Links to knowledge articles
Our Access Recruitment CRM help centre has lots of information to help you through your journey.

Theme	Title	Level
Access EVO Apps	Apps available in Access Evo (formerly Access Workspace)	Establish
Applicant Action	What are the different Applicant Action statuses?	Establish
ARCRM Portals	Changes needed to my portal	Establish
Configuration	How to assign / unassign attributes from sectors	Establish
Configuration	How to create new attributes	Establish
Configuration	Turn Create Applicant Attributes on or off	Establish
Configuration	Editing or amending lookup lists	Establish
Configuration	NI (National Insurance) rates for employers	Establish
Configuration	Provide a consultant with access to view all sectors	Establish
CV Parser	Set up CV Parser	Establish
Digital Assistant / smartAI / CoPilot	Access Digital Assistant	Establish
Document Configuration	Set up Placement documents	Establish
Document Configuration	Create templates in Access Recruitment CRM	Establish
Document Configuration	How To Attach A File To A Template?	Establish
Document Configuration	Notebook Types and Templates	Establish
Email Configuration	Set up an eMail signature	Establish
Email/ Gmail	How To Set Up a G-Suite eMail Account To Send SMTP eMail	Establish
Email/365	RCRM email sync with Modern Auth - Office 365 configuration	Establish
Exchange / Email	2 Factor Authentication (2FA) for Office 365	Establish
Job Boards	Job Board integrations with Access Recruitment CRM	Establish
Learning / Training	Learning Lite courses	Establish
Licences / Users / Admin	Manage users in Access Evo (formerly Access Workspace)	Establish
Security	MFA (multi-factor authentication) or 2FA (Two-factor authentication)	Establish
Security	Reset the password for Access Recruitment CRM	Establish
User management	How can I create a new role and assign it	Establish
ARCRM Portals	Timesheet authoriser	Evolve
Configuration	Favourite Attributes	Evolve
Configuration	Why can I not alter the size of an existing custom column?	Evolve
Configuration	How to make fields mandatory	Evolve
Configuration	Can I change the Applicant Action Status description and/or Icon	Evolve
Configuration	Can I merge two records together?	Evolve
Configuration	Change words use in the system with language maintenance	Evolve
Configuration	List of Values display order	Evolve
Configuration	Turn off Placement Messages	Evolve
Document Configuration	How To Change a HTML Invoice Template and corresponding content	Evolve
Document Configuration	Prevent users from accessing or viewing Stored Documents	Evolve
Document Configuration	CV Send Activity Setup	Evolve
GraphQL / API	Need an API key for a new Integration	Evolve
Job Boards / Broadbean	How to set up Broadbean	Evolve
Job Boards / Idibu	Enabling Idibu Integration	Evolve
Job Boards / Logic Melon	Logic Melon Integration	Evolve
Job Boards / Volcanic	Volcanic integration	Evolve
Learning / Training	Request training for Recruitment CRM	Evolve
Licences / Users / Admin	Member of the Administrator Group doesn't have Administrator rights	Evolve
Licences / Users / Admin	Standard roles for users and changing who has access to them	Evolve
Projects	Unable to edit all projects	Evolve
Rates Management	How to setup Rate Management	Evolve
SMS	How to Set up Access SMS	Evolve
Telephony	What VOIP (telephone) integrations are available for Access Recruitment CRM?	Evolve
Timesheet Management	Delete approved timesheets	Evolve
User groups	Share my diary with other users	Evolve
User Management	Removing an approved Timesheet expense	Evolve
ARCRM Widgets	Bulk Processing Suite of 5 Widgets	Excel
Daxtra	Daxtra Integration	Excel
Document Configuration	Can booking documents be sent automatically?	Excel
GraphQL / API	Using the GraphQL API	Excel
OneUp	OneUp integration not sending information for some placements	Excel
Pay & Bill	What does the Pay and Bill integration do	Excel
SMS	Restrict who can send SMS messages	Excel
Telephony / Cloudcall	How to setup Cloudcall integration	Excel
Telephony / Ringover	Set up the Ringover Integration	Excel
Documents / DocuSign	DocuSign Guide	Excel

Recruitment Process & User Adoption

Legislation & Compliance Management

Data Integrity & Reporting

Ability to open Multiple Records - Release Notes - FY26 Q1

Continual Improvements - Release Notes - FY26 Q1