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CVViZ
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Getting Started
Welcome to CVViZ
Signing up and verifying your account
Completing your company profile
Inviting your team and roles overview
The onboarding tour explained
Your first job post: a 5-minute walkthrough
A tour of the dashboard
Glossary of CVViZ terms
Browser support and system requirements
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Jobs & Requisitions
Creating a job: required vs optional fields
Setting up screening questions
Configuring the interview scorecard for a job
Job approval workflows
Editing, cloning, archiving, and reopening jobs
Publishing to job boards (Indeed, LinkedIn, careers page)
Sharing jobs on social media and via referral links
Benchmark Data: training AI matching with sample resumes
Departments and how they affect routing
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Candidates & CV Management
Adding candidates: manual, bulk upload, email, careers page
How CV parsing works (and how to fix parse errors)
Searching and filtering the candidate database
The candidate profile: timeline, notes, tags, attachments
Bulk actions: move stage, email, tag, assign, delete
Duplicate detection and merging candidates
The Candidate Database (talent pool) and saved filters
Importing candidates from a spreadsheet (CSV)
GDPR and compliance: consent, retention, and deletion
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Hiring Pipelines & Workflows
Pipelines explained: templates vs job-specific stages
Creating and editing Hiring Pipelines
Moving candidates through stages
Auto-Evaluation: AI-driven candidate scoring
Rejecting candidates with reasons and email templates
Offer management
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Interviews & Evaluations
Scheduling an interview
Self-scheduling links for candidates
Interview scorecards: building and assigning
Skills, Experience, and Education assessments (AI-driven)
Submitting evaluation feedback
Overall evaluation summary and decision flow
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Communication
Email setup: Outlook, Gmail, and Dedicated Email Address
Configuring your email signature
Email templates and merge fields
Email preferences and reply-to addresses
Notifications: in-app and email
Calendar sync (Outlook / Microsoft 365)
Tasks: creating, assigning, completing
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Sourcing & Discovery
Intro to People Search
Searching by skills, title, location, and company
Pushing sourced candidates into a job
Chrome extension: capture profiles in one click
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Career Page & Employer Branding
Building your careers page
Custom domain (billing add-on, not part of career page settings)
About Page, Perks, and brand imagery on the careers page
Embedding the careers widget on your website
Application form customization
Referral portal setup
SEO for your careers page
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Campaigns & Marketing
Creating an ad campaign
Tracking campaign performance
Outreach cadence β a practical guide
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Reports & Analytics
Dashboard widgets explained
Jobs Summary Report
Users Summary Report (recruiter performance)
Vendors Summary Report
Time To Fill Report
Trending Recruitments Report
Resume Upload Report
Exporting reports (CSV, JPEG, PNG, SVG)
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Integrations
Set up Indeed Apply in CVViZ
Twilio Voice & SMS integration
Disconnecting and reconnecting integrations safely
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Team, Roles & Permissions
Inviting users and resending invites
User roles are custom in CVViZ
Creating custom roles and the permission categories
Managing vendors and recruitment agencies
Customer companies and contacts (for agencies)
Child Companies (Sub-Accounts) for multi-entity orgs
Removing or deactivating users
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Settings & Customization
Departments setup
Evaluation templates library
GDPR Compliance settings
Appearance settings
Automations: org-wide rules for status transitions
Tags, sources, and rejection reasons: how they work in CVViZ
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Billing & Subscription
Understanding your plan and limits
Upgrading, downgrading, and adding users
Updating your payment method
Invoices, receipts, and tax info
Cancellation and data export
Failed payment troubleshooting
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Troubleshooting & FAQ
I can't log in (password reset and lockouts)
Email not sending or landing in spam
Calendar not syncing
Resume failed to parse
Candidate didn't receive my email
Why can't I see this menu? (permissions)
Browser, cookies, and cache issues
Getting help and reporting issues
Customer API guides
Quickstart, authentication, and integration guides for the CVViZ customer API.
Quickstart
Authentication & permissions
API concepts
Create a job
Find candidates and download resumes
Pagination & filtering
Rate limits & usage
Errors & troubleshooting
Safe retries & idempotency