My Profile
From anywhere in Discovered, you can choose your profile menu – signaled by seeing your personal icon & name. Generally, this is in the top right corner of your screen but may appear in the middle depending on your screen resolution.
Once you’ve selected this option, use the dropdown to select “My Profile”.
From here you’ll see your personal information, email settings, and calendar settings at a glance.
To edit these settings, first, choose “Edit Profile”.
Personal Info
Here you can change…
– The email address associated with your account. NOTE: Changing this will change your username to the new email provided*
– The name, phone, and position associated with your user information. Please note that if you are a user assigned to multiple companies, the position title can be different for each company.
Change Password
From here you can set your new default login password. You can choose the “Eye” icon on the right side of the typing fields to make your password visible/invisible if needed.
Email Settings
2-Factor Authentication
By default, a 2-factor authentication is set on new devices and via email.
However, you’re able to change the frequency of this to:
– Always: Will ask every time you log in
– On new devices: When the device you’re attempting to log in using appears different to the system.
– Don’t use 2-step verification: you will never be asked for a verification code to log in.
You can also change the method by which you’ll receive your code. Either through Email (default) or Text. If you select Text you will be prompted to enter a valid cellphone number.
Connect Email Account
By default, Discovered will generate an email address that will be used when sending email messages to candidates. However, if you would prefer that emails come directly from your own email address, you can integrate your own email address with Discovered. This will improve deliverability to your candidates. NOTE: This can only be done with either a Google or Microsoft email account.
When you integrate your account, the reason we request access to your calendar as well as the permission to send emails on your behalf is because we are giving you both the ability to send emails to your candidates via your email address from Discovered, as well as generating a personalized scheduling link you can use to schedule interviews with your candidates:
- We request sending emails on your behalf so that Discovered can use your email address when you send an email to a candidate.
- We request access to your calendar so that we can see what time slots you have available as well as so we can add events scheduled through Discovered to your calendar.
Signature Settings
Here you can create a signature for yourself that will be added to any emails sent that include a signature token. This section includes basic editing/formatting tools as well as the ability to include JPG/PNG/GIF/WEBP files.
NOTE: Your signature is specific to your account. If you have multiple accounts you’re managing, you will want to create an appropriate signature for each one.
Schedule Meeting & Calendar Links
Here is where our calendar integration will take effect. You have 2 options available.
Use your own: By selecting this option you can include a scheduling link created in an outside application such as Calendly. By putting the link here, you’re able to use the scheduling link token in any interview invitation emails sent to candidates to generate your scheduling link.
Auto Generated: When you integrate your email address with Discovered, we will automatically generate a scheduling link for you. Events scheduled through this scheduling link will automatically be placed on your calendar for the email address that you integrated. The option is directly below the box and follows very similar instructions to integrate your email address. Simply follow the prompts and connect your calendar.
Meeting Details: Once the integration is complete you can start to input your meeting details. Details are explained below.
1. Location: This will appear on the calendar as the event location. Zoom links, physical addresses, and phone numbers are all examples of acceptable info to put here. You may also use the Token option to include any number of other dynamic contact methods.
2. Meeting Name & Meeting Description: These again will be shown on the calendar and be used to give any additional instructions to the candidate if needed.
Availability Hours: This will be the section where you choose the times and duration for your interviews.
1. Default Meeting Duration: Choose how much time to allot for the interview.
2. Time Zone: Make certain that your time zone is correct. NOTE: You can type in this field to quickly narrow the search for the appropriate time zone.
3. Default Meeting Buffer: Allow set gaps of time between meetings to address any breaks you may need or overage from interviews.
4. Set your availability hours: These will be the days you’re available and the times you’re available on those days.
NOTE: Because the calendar integration reads your calendar, you will not have to worry about double-booking any meetings during these times.
5. Welcome Message: This is the message the candidate will see inside the link when choosing a time to meet with you. If you have special instructions or just a warm welcome, place it here.
Meeting Reminders: This is where you can choose to send reminders prior to the interview.
1. Add Reminder: You can add additional reminders as needed.
2. Send Reminder: Once added, type in the numeric value and choose a time allotment to trigger the sending.
3. Automatically send reminder: Create your message for the candidate. NOTE: By default, this area is blank and will need to be filled out, otherwise the candidate will receive a blank message.