Settings overview
Find personal, organization, and optional-feature settings and understand who can access them.
Settings overview
Use Settings to manage your account, organization, hiring workflows, and optional features. InsightHire hides settings that your role or organization cannot access instead of showing them as disabled.
Open settings
- Open the Settings menu from InsightHire's main navigation.
- Select the area you want to manage.
- If you open the general Settings page, InsightHire takes you to Account.
Every signed-in user can access Account and Notifications. Organization Admins can access the remaining organization settings. Optional settings appear only when the corresponding feature is enabled for your organization.
Personal settings
- Account: Update your profile, password or passkeys, language, and timezone.
- Notifications: Choose immediate, daily digest, weekly digest, or disabled email delivery for each event.
Organization settings
Organization Admins can manage:
- Organization: Organization name, industry, size, website, rejection reasons, and rating categories.
- Org Structure: Departments, locations, and employee department memberships.
- Careers: Public careers-page address, custom domain, and job visibility.
- Branding: Logo, colors, candidate messages, email sender, and footer.
- Culture: Organization culture profiles and position overrides. This requires culture to be enabled and your organization to opt in.
- Team: Invitations, roles, and organization membership.
- Billing: Plan, usage, subscription, invoices, and payment methods.
- Integrations: Applicant tracking systems, job boards, calendars, background checks, and webhooks.
- Data Export: Bulk CSV or JSON exports for compliance and migration.
Optional-feature settings
These areas require Organization Admin access and the corresponding organization feature:
- Custom Fields: Add organization-specific fields to positions, candidates, and applications.
- Approvals: Configure hiring mode and approval chains for jobs, requisitions, and offers.
- Intake Forms: Build hiring-manager kickoff forms.
- Pipelines: Customize stages, automations, and recruiter tasks.
- Interview Kits: Create structured interview preparation and scorecards.
- Offers: Configure offer templates, expiration, signatures, and supported handoffs.
- Onboarding: Build new-hire plans and choose when they start.
- Compliance: Available when the required compliance or consent feature is enabled.
See Platform optional features for availability.
Other administrative pages
Some workflows are linked from the Settings menu or main navigation but are not tabs in the Settings bar:
- Team invitations manages pending invitations.
- Email settings manages the sending domain and default sender.
- Email templates manages journey, invitation, and transactional messages.
- Document templates manages reusable offer letters and similar documents.
- Approvals is the inbox for pending job, requisition, and offer decisions when job governance is enabled.
- Requisitions manages headcount requests when job governance is enabled.
- Tasks manages recruiter follow-up created manually or by pipeline automations.
- Spend (
/dashboard/settings/spend) lets an Org Admin log monthly spend per source-of-hire channel (job boards, ads, agency fees), feeding cost-per-hire on the recruiter Home dashboard. Referral cost is tracked automatically and isn't logged here. - Roles (
/dashboard/settings/team/roles) grants supplemental custom-role capabilities (Auditor, Billing viewer, Sensitive field viewer) without changing someone's base role — see Team & roles.
Individual integrations may open their own setup pages for LinkedIn, Accurate Background, Indeed, or another provider. Start from Settings → Integrations so InsightHire can show the options available to your organization.
Recommended setup order
- Complete Organization and Org Structure.
- Configure Branding and Careers.
- Invite recruiters and hiring managers from Team.
- Connect the ATS, calendar, job boards, and background-check providers you use in Integrations.
- Review Billing before reaching trial or usage limits.
- Configure enabled workflow modules such as custom fields, governance, pipelines, interview kits, offers, and onboarding.