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Getting Started

Everything you need to set up your eBoss account and start recruiting, from first login to adding your first records.

1 author7 articles
Configuration

System settings, email setup, signatures, control switches, CV templates, and platform preferences.

1 author20 articles
Finding Records

How to search, filter, and navigate your eBoss database using quick search, advanced search, and semantic search.

1 author3 articles
Candidate Management

Add, view, edit, and manage candidate records, CVs, profiles, shortlists, and internal statuses.

1 author4 articles
Client & Contact Management

Add, view, edit, and manage your client and contact records, link candidates to clients, and track client statuses.

1 author3 articles
Job Management

Create, edit, clone, and manage job records including posting to job boards and social media.

1 author3 articles
Track Pipeline

Configure and manage your recruitment pipeline stages, track events, automation rules, and candidate progression.

1 author5 articles
Communication

Sending emails, SMS, and WhatsApp messages to candidates and clients, plus email templates and signature setup.

1 author1 article
Data Management and Import

Importing, exporting, bulk uploading, and managing your recruitment data including CSVs, spreadsheets, and documents.

1 author5 articles
Integrations

Connect eBoss with third-party tools including Outlook, Microsoft Exchange, Mailchimp, idibu, Facebook, X, and the eBoss API.

1 author9 articles
Compliance & GDPR

GDPR compliance tools, consent management, data protection, encryption, IP access controls, and two-factor authentication.

1 author8 articles
Troubleshooting

Solutions for common issues including email errors, authentication problems, missing images, and browser cache.

1 author4 articles
Video Tutorials

Short video walkthroughs covering key eBoss features step by step.

1 author39 articles