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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.

Configuration

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

Finding Records

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

Candidate Management

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

Client & Contact Management

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

Job Management

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

Track Pipeline

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

Communication

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

Data Management and Import

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

Integrations

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

Compliance & GDPR

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

Troubleshooting

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

Video Tutorials

Short video walkthroughs covering key eBoss features step by step.