Manage who can do what — invitations, custom roles, vendors, customer companies.

Team, Roles & Permissions

How to add users to your CVViZ workspace via the Add User flow.

Inviting users and resending invites

Setting expectations: CVViZ doesn't ship Admin / Recruiter / Hiring Manager roles. You build whatever roles your org needs.

User roles are custom in CVViZ

Build a role with the exact permissions you want via the New Role drawer.

Creating custom roles and the permission categories

Add and manage external recruitment agencies (vendors). Real fields and the optional "Add to Hiring Team" workflow.

Managing vendors and recruitment agencies

For staffing agencies — manage client companies and their contacts.

Customer companies and contacts (for agencies)

Run multiple subsidiary entities under one CVViZ workspace via the Sub-Accounts feature.

Child Companies (Sub-Accounts) for multi-entity orgs

Soft-delete a user via the Users list. CVViZ uses status flips, not permanent deletion.

Removing or deactivating users

New to CVViZ? Start here. Learn the basics, set up your account, invite your team, and post your first job.

Getting Started

A quick mental model of CVViZ — what it does, who it is for, and where to go next.

Welcome to CVViZ

How to create your CVViZ account, verify your email, and log in for the first time.

Signing up and verifying your account

Set up your company's contact details, location, currency, working hours, and social profiles.

Completing your company profile

How to invite teammates to CVViZ, build custom roles, and connect external recruiting partners.

Inviting your team and roles overview

A breakdown of the 7-step onboarding tour that runs the first time you log in to CVViZ as an admin.

The onboarding tour explained

Step-by-step guide to creating your first job in CVViZ — three creation paths, the form fields, and the tabbed setup flow.

Your first job post: a 5-minute walkthrough

A walkthrough of the CVViZ dashboard — header greeting, job counters, the four KPI cards, and the activity panels.

A tour of the dashboard

Quick definitions for the entities and terms you will encounter across CVViZ.

Glossary of CVViZ terms

Supported browsers, devices, and network requirements for using CVViZ smoothly.

Browser support and system requirements

Create, edit, approve, publish, and manage every open role in CVViZ.

Jobs & Requisitions

Every field on the Details tab of the new-job form, what it means, and which ones are required.

Creating a job: required vs optional fields

Build reusable screening questions and attach them to your job application form.

Setting up screening questions

Set up the structured evaluation form interviewers fill out for a role — Basic or Detailed feedback.

Configuring the interview scorecard for a job

Configure approvers and approval groups, then route new jobs through them before they go live.

Job approval workflows

How to update a job, clone one, change its status, and archive jobs you're done hiring for.

Editing, cloning, archiving, and reopening jobs

Distribute your job to your careers page, premium boards (LinkedIn / Indeed / Glassdoor), and 20+ free boards.

Publishing to job boards (Indeed, LinkedIn, careers page)

Share jobs to LinkedIn, Twitter, Facebook, and email; set up the employee referral portal.

Sharing jobs on social media and via referral links

Upload sample CVs of your ideal candidates so CVViZ's AI matching learns what "great" looks like for the role.

Benchmark Data: training AI matching with sample resumes

Organize your team structure with departments — a CRUD list used to group jobs and candidates.

Departments and how they affect routing

Add candidates, parse resumes, search your database, and keep candidate data clean.

Candidates & CV Management

Every way to bring candidates into CVViZ — the seven entry methods on the Add Candidates modal.

Adding candidates: manual, bulk upload, email, careers page

What CVViZ's AI parser extracts from a resume, and how to re-parse if a candidate's fields look wrong.

How CV parsing works (and how to fix parse errors)

Find candidates fast using full-text search, quick filters, and structured filters across the database.

Searching and filtering the candidate database

A tour of the candidate profile — its 13 tabs, header signals, and quick actions.

The candidate profile: timeline, notes, tags, attachments

Operate on multiple candidates at once via the bulk actions bar.

Bulk actions: move stage, email, tag, assign, delete

How CVViZ flags duplicate resumes during upload and how to choose which version to keep.

Duplicate detection and merging candidates

How CVViZ's "Resume Pool" / Candidate Database works, and how to slice it with saved filters and tags.

The Candidate Database (talent pool) and saved filters

Bulk-import candidates from a CSV or XLSX spreadsheet via the Add candidates modal.

Importing candidates from a spreadsheet (CSV)

Capture candidate consent and handle subject data requests (Access, Delete, Rectification, Erase, Stop processing).

GDPR and compliance: consent, retention, and deletion

Move candidates through stages, set up automations, and manage offers.

Hiring Pipelines & Workflows

How CVViZ Hiring Pipelines work — the org-level concept, the hardcoded stage master list, and how custom pipelines are built on top.

Pipelines explained: templates vs job-specific stages

Build custom hiring workflows from the master stage catalog and reuse them across jobs.

Creating and editing Hiring Pipelines

How to change a candidate's status / stage — single, bulk, and the special fields for "Job Offered".

Moving candidates through stages

Turn on AI-driven candidate scoring so applicants are graded against the job automatically.

Auto-Evaluation: AI-driven candidate scoring

How CVViZ handles rejection — as a status change with sub-reasons, plus how to wire automated rejection emails.

Rejecting candidates with reasons and email templates

Send a job offer to a candidate, capture salary on the status change, and track accept / reject.

Offer management

Schedule interviews, run scorecards, collect feedback, and decide together.

Interviews & Evaluations

Schedule an interview from a candidate profile via the Interview Scheduler modal or as a calendar event.

Scheduling an interview

Set up self-scheduling pages so candidates pick their own interview slot. Powered by Nylas.

Self-scheduling links for candidates

Build reusable Evaluation Templates and assign Basic or Detailed scorecards to a job.

Interview scorecards: building and assigning

CVViZ's AI breaks candidate evaluation into Skills, Experience, and Education scores — what each shows and how to read them.

Skills, Experience, and Education assessments (AI-driven)

How interviewers submit a scorecard for a candidate via the Add Feedback flow.

Submitting evaluation feedback

How CVViZ aggregates submitted feedback on the Interview Feedback tab plus the AI Overall Assessment view.

Overall evaluation summary and decision flow

Email, SMS, voice, calendar, and notifications — everything you say to candidates and teammates.

Communication

Connect your work inbox so candidate emails sync into CVViZ via Outlook, Gmail, or a dedicated Office 365 mailbox.

Email setup: Outlook, Gmail, and Dedicated Email Address

Set the personal email signature appended to your outbound candidate emails.

Configuring your email signature

Build reusable email templates with placeholders for candidate, job, and signature data.

Email templates and merge fields

Configure your reply-to email address and label so candidate replies route correctly.

Email preferences and reply-to addresses

CVViZ's notification settings — Email and In-App, with toggles for two specific events.

Notifications: in-app and email

Connect your Outlook calendar so CVViZ can write interview events to it. Outlook is the supported provider in the calendar integration.

Calendar sync (Outlook / Microsoft 365)

Create, assign, and complete tasks — including auto-generated tasks from automations.

Tasks: creating, assigning, completing

Find candidates beyond your applicant pool — People Search, enrichment, sourcing tools.

Sourcing & Discovery

Find candidates beyond your applicant pool using CVViZ's native People Search — a per-job tab with rich filters.

Intro to People Search

The full filter set in People Search and the related Find-on-Web and Find-on-GitHub flows.

Searching by skills, title, location, and company

How sourced candidates land in a job's pipeline — via People Search import, Find on web/GitHub, Discover candidates, or bulk add.

Pushing sourced candidates into a job

Install the CVViZ Chrome extension to import candidates from supported job boards in one click.

Chrome extension: capture profiles in one click

Build, customize, and host the page candidates actually see.

Career Page & Employer Branding

Set up the public-facing careers page where candidates browse your jobs. Real panel structure and customization.

Building your careers page

In CVViZ, mapping your own domain to the careers page is a billing add-on (CNAME topup) — here's how it works.

Custom domain (billing add-on, not part of career page settings)

How the careers page handles "About Company", "Perks", logo, and cover photo. (No dedicated video section — yet.)

About Page, Perks, and brand imagery on the careers page

The four embed options CVViZ provides for putting your careers page on an external site.

Embedding the careers widget on your website

What you can actually customize on the job application form: resume requirement, resume upload visibility, and pre-screening inclusion.

Application form customization

Set up the employee referral portal — subdomain, access type, and per-domain or per-email allowlists.

Referral portal setup

CVViZ's careers page doesn't ship structured-data or automatic SEO features. Here's what to do at the content level instead.

SEO for your careers page

Run paid ads and email campaigns to drive applicants.

Campaigns & Marketing

Create paid job-distribution campaigns through CVViZ's Campaigns module — channels, status flow, and payment.

Creating an ad campaign

What metrics CVViZ surfaces for paid job-distribution campaigns — clicks, CPC, payment status, and the per-channel breakdown.

Tracking campaign performance

CVViZ doesn't enforce sequence cadence or frequency caps. Here's how to set sensible cadence yourself.

Outreach cadence — a practical guide

Measure your funnel, recruiter performance, sources, and time-to-fill.

Reports & Analytics

Quick reference for the dashboard widgets and how they relate to the Reports section.

Dashboard widgets explained

The Jobs Summary report — what it shows, what columns export, and how to filter.

Jobs Summary Report

Per-recruiter performance — jobs worked, candidates shared/shortlisted/interviewed/joined.

Users Summary Report (recruiter performance)

Per-vendor performance — candidates received, shortlisted, interviewed, joined, plus job counts.

Vendors Summary Report

Time spent in each pipeline stage per job — Shared / Shortlisted / Interviewed / Job Offered / Joined days.

Time To Fill Report

See per-recruiter job activity at a glance — Total Jobs / In Progress / Closed.

Trending Recruitments Report

See where candidates come from — by source, by recruiter, or by vendor.

Resume Upload Report

How to export each report — CSV for data, image formats for slides. (No PDF export in CVViZ.)

Exporting reports (CSV, JPEG, PNG, SVG)

Connect job boards, email, calendars, Slack, Twilio, webhooks, and more.

Integrations

The Settings → Integrations → Job Boards section configures Indeed Easy Apply at the workspace level. Per-job board distribution lives elsewhere.

Job board integrations (Indeed Easy Apply at the org level)

Connect Twilio in Settings → Integrations → Voice & SMS to enable in-app calling and SMS to candidates.

Twilio Voice & SMS integration

How disconnect / reconnect works for each CVViZ integration, and what stays vs what stops.

Disconnecting and reconnecting integrations safely

Custom fields, departments, templates, automations, branding.

Settings & Customization

Manage your team's departments — a CRUD list with name, description, default flag, and multi-company support.

Departments setup

Manage your reusable interview scorecards (Evaluation Templates) — Basic vs Detailed feedback types.

Evaluation templates library

Configure DPA activation, consent forms, data-request forms, and preferences from the GDPR Compliance page.

GDPR Compliance settings

The Appearance page is largely preview-only and gated to higher plans. Here's what's configurable today.

Appearance settings

Set up reusable automation templates and active automations driven by candidate status changes.

Automations: org-wide rules for status transitions

Most "configurable lists" in CVViZ aren't dedicated settings pages. Here's where each one actually lives.

Tags, sources, and rejection reasons: how they work in CVViZ

Plans, seats, invoices, payment methods, and cancellation.

Billing & Subscription

What's included in your plan, what counts as a seat, and the limits that apply.

Understanding your plan and limits

How to change your plan or add more users, and what happens to billing when you do.

Upgrading, downgrading, and adding users

Change cards, add a backup card, switch to invoiced billing.