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Exchange integration

Microsoft Exchange integration set up

Can I add contacts to my outlook from excel?

General Support – Import Contacts to Outlook from Excel

DKIM and DMARC for email security

This article outlines the process for setting up email in eBoss. Some knowledge of adding and modifying DNS records may be required.

Email Setup Guide

Import Contacts to Outlook from Excel

Check the health of your email address and  improve deliverability.

Email Health Check

Once the config in the backend has taken place, each consultant must do this.

Microsoft individual set up

Turn on SMTP & changing security defaults

This article will show you how to create your DKIM to update your DNS

Microsoft: Updating your DNS with DKIM & SPF criteria

Here, we walk you through the steps you will need to take in order to get yourself set up for sending emails through eBoss using Microsoft

Set up emailing with Microsoft

Updating SPF Records for Email Service Provider (ESP) Integration

Use the system to ensure all of your emails are leaving the system

System BCC

Business email setup guide

Transactional email setup guide

This article explains what the Outlook Plugin can do, and how to integrate the Outlook plugin.

Integrating the v4 Outlook Plugin

Connect your mailbox and make sure your emails land

Email setup & deliverability

Sometimes, there will be multiple legal grounds for processing data. in these cases, which one should you choose? We consider some factors.

Which basis for processing should I use? | GDPR FAQ

eBoss has issued fresh agreements for data processors and controllers. But what are they for? Find out here.

What is a controller – processor agreement? | GDPR FAQ

GDPR places new controls over the way organisations and businesses use personal data. But what is personal data? eBoss explains...

What is personal data under GDPR? | GDPR FAQ

Privacy By Design is one of the fundamental factors of the GDPR. But what is it? What does it mean for businesses like yours?

What is ‘Privacy by Design’? | GDPR FAQ

A rundown of some of the steps eBoss has taken to ensure compliance across all of our products and services.

Is eBoss compliant? What measures are in place? | GDPR FAQ

Sometimes, eBoss will ask for consent to send you mail - even though you have already answered before. Here's why...

Why am I being asked for my consent again? I have already been asked this / previously unsubscribed! | GDPR FAQ

Is it ever possible to send marketing copy without prior consent? It may be possible - but you must be very careful.

Sending Marketing Mails Without Consent? | GDPR FAQ

Brexit may change the legal status of UK citizens, but it is unlikely to change the way recruiters adhere to the GDPR.

What will happen with GDPR after Brexit? | GDPR FAQ

Does one legal basis for processing take precedent over all others? No: only one legal basis is needed, and any applicable basis is valid.

Which basis for processing is most important? | GDPR FAQ

How does eBoss demonstrate its compliance to customers and clients?

eBoss as a Data Processor | GDPR FAQ

Organisations may have distinct legal statuses on GDPR, depending on how they interact with personal data. Learn the difference here.

What are Data Controllers and Processors? | GDPR FAQ

Do eBoss customers have the right to access candidate data stored on the eBoss system? Yes, but it is not necessarily because of the GDPR.

Do I have the Right To Access My Data? | GDPR FAQ

GDPR limits the ways organisations can transfer personal data across borders. Learn how eBoss remains compliant to new laws.

Where are the eBoss servers located? | GDPR FAQ

What is a Data Protection Officer (DPO)? Does your company need to hire one?

The Data Protection Officer | GDPR FAQ

If you have a data compliance question about eBoss services, who can you talk to?

Who is the eBoss Data Protection Officer? | GDPR FAQ

How does eBoss maintain data compliance across all of its services? Find out here.

What security measures has eBoss taken? | GDPR FAQ

Getting your marketing into compliance can be one of the toughest elements of GDPR compliance. Double opt-in is considered best practice.

What is a ‘Double Opt-In’ of consent? | GDPR FAQ

What are the new rights of the data subject under the GDPR? Read on to find out...

What are the new rights of the data subject under GDPR? | GDPR FAQ

To process personal data under GDPR, you need a legal basis. What are the options?

What are the legal grounds for processing? | GDPR FAQ

Consent can be a convincing basis for processing. Is it always required? What are your options?

Can I avoid sending consent requests? | GDPR FAQ

The right to data portability is a new privilege for data subjects under GDPR. How does it work? What do recruiters need to know?

Handling a Data Portability Request | GDPR FAQ

Under GDPR, data subjects may request the deletion of any of their data. Recruiters must be aware of their obligations.

How long do I have to erase data? | GDPR FAQ

In order to help you with your compliance workflows, eBoss has built expiry dates into all of our GDPR consent requests. Here's why:

Why are the GDPR consent links I send to candidates no longer working?

Do you have a specific question about the General Data Protection Regulations (GDPR)? This is where you can find your answer.

Answers to GDPR Questions.

eBoss GDPR tools make is easy to send consent requests. But knowing what to ask for can be a little trickier...

Writing Consent Requests in GDPR Tools

One of the simplest steps you can take to demonstrate GDPR readiness is to add encryption to sensitive emails.

How to: set up mail encryption | GDPR Compliance for Recruiters

Sometimes, you do not want all of your users to have access to your data. Use IP controls to limit permissions.

Use IP Address Controls to limit access to your database

Data security should never be taken lightly. It's easy to secure your eBoss account, with Multi Factor Authentication (MFA) on your account

How to enable Multifactor Authentication on your account

Increase security by activating your smart phone as a sign in device

2 Factor Authentication

This guide will show you how to use basic GDPR permission request tools in eBoss. The objective is to maximise your permission granted rate.

Using Basic GDPR Tools

Account security, compliance and GDPR FAQs

Security & GDPR

Learn how eBoss Recruitment Software manages your billing

Billing FAQs

Invoices, seats, and adding or removing users

Billing & users

Step by step guide on how to set up idibu inside of eBoss

Integrate idibu

Brower plugin that allows you to easily migrate data from LinkedIn

Hide & Seek - A new browser plugin

How can I communicate with my eBoss recruitment software contacts via mailchimp?

Mailchimp integration

This article explains how to integrate the eBoss Application Programming Interface (API). Use of the API requires web development expertise.

Implementing the eBoss API v4

This guide demonstrates the procedure for integrating MailChimp with your eBoss contacts.

Integrating with MailChimp

Application Programming Interface

Integrations & API

This article explains how to quickly and easily add spreadsheet information to your eBoss database.

Importing Data from a Spreadsheet

Data & reports

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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