Access Recruitment CRM

It is possible for a user export Candidates in Access Recruitment CRM provided they are not restricted.

Export applicants

You are able to import applicants, clients or client contacts from an external source. Please see below for details:

Data Import Tool

You can export a list of Contacts provided you have the correct permissions in Access Recruitment CRM.

How to export Contacts

Could we be supplied with a full list of attributes including their ID's.

Is it possible to export list of attributes

Terence Cassidy

Importing and exporting data in the system.

Import/Export

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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