Users
Billing
A. Purchase Additional Email and Phone Credits
Click on your initials in the bottom left-hand corner
Click on Admin
Click on Billing
Choose whether you would like to purchase Email or Phone Credits
Fill in your details
B. View and Download your Invoices in SourceWhale
Select Billing
Select Invoices
View all of your invoices
Press the download button to download an invoice.
C. View your Team's Credit Usage
Whilst on the admin section, select Billing
View the Credit Usage as a pie chart or click the toggle to view the display as a bar chart.
Hover over the chart to view how many credits each team member has used.
You are able to download the Credit Usage report to a CSV.
Settings
A. Generate an API Key for TalentWall
B. General Settings
By going to Admin > Settings > General Settings, you can control the general settings for your entire team by toggling on any of the below.
Restrict Activity Feed: Only allow users to see email correspondence with candidates they have reached out to.
Store All Contacts: Store all contact details (emails/phone numbers) found when adding a contact to SourceWhale, not just the email/phone number selected.
Purge Old Contacts: Remove contacts with whom there has been no interaction for more than 60 days.
No Signatures: Do not append signatures to SourceWhale emails.
Don't Save CVs: Don't save candidate CVs to your CRM/ATS.
Admin-Only Contact Export: Only allow team admins to download the whole contacts table.
Automate Reply Tags: Automatically add tags to candidates when they reply to your emails.
Enforce Unsubscribe Link: Ensure all emails sent by your entire team include an unsubscribe link.
Default Font Family: Override the default font family in which team emails are sent.
Default Font Size: Override the default font size used in the text editor for all team members.
C. Not Interested Reasons
If Automate Reply Tags is toggled on, you can view the not interested reasons that will be tagged to a candidate when SourceWhale AI classifies them as not being interested. In addition to the standard reasons (Salary, Location, Skills, Fit, Time, Industry, Happy, Budget, and Authority), you can add up to 8 of your own.
To create your own tag:
Enter the Tag name in the first text field. This is what the candidate who is classified as not interested will be "tagged" with.
Enter the Description in the second text field. The description will aid our AI model to understand which replies should be classified as not interested. Please refer to the contact who has replied in the third person.
Example: Location (Tag), If they are not interested in working or moving to this location (Description)
D. Custom Domain
Please follow this guide for instructions on generating CNAME records to set up your custom tracking domain.
SAML
Setting up a SAML Integration
Please speak to your customer success manager if you require SAML, as it is not available by default.
In order to set up a SAML Single Sign-On Integration with Azure, Google, OneLogin, or Okta, you will need to follow the steps below.
From the Admin panel, select SAML
Choose the type of SAML integration (Azure, Google, OneLogin, or Okta).
Upload the XML file (Azure, Google, or OneLogin) OR enter the XML URL (Okta).
You can also enter your Entity ID, and Sign-on URL, and upload x509 Certificate manually.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬