Firm Settings

Settings

In the below videos we will cover updating and making changes to your firm settings including:

  • Project Visibility Defaults: Candidate data and fields that default to visible for a client within a project. 
  • Firm-Wide Gong Report Settings: Enable or disable firm-wide Gong Reports, choose what information is included and who receives the search closeout report. 
  • Workflows: Create, edit and update workflows triggered by actions around candidates or projects. Automate and prompt users with reminders, activities and events based on time in a status. 

Additional Firm Settings Help

Learn more about updating and configuring your firm settings in our knowledge base here.

Still Need More Help?

Get in touch with Clockwork's support team for more help and to find more answers. Email us directly here or by clicking the Contact Support button below.

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