This guide describes the actions you can perform in the six tabs of the Settings page as an admin of your organization. This content is intended for admins (administrators) at the Karat platform.
Prerequisites
Before beginning the setup process, you need to have the following user permissions:
- Admin on the Karat Platform.
If you don’t have these user permissions, contact your administrator.
Access to settings
Follow these steps to access the settings menu:
- Log in to the Karat platform.
- Click Settings.
Users tab
The Users tab contains a bottom to create a New User, and a list of the current users in your organization along with their user permissions level and email address.
This page can be filtered by using the search bar at the top of the page or by user type. The Users page defaults to showing only active users. To view archived users, click the 'Show archived users' box.
In this tab you can change the user type for an user and modify user's settings such as general information, security, notifications and API keys.
For more information about on actions you can perform in the Users tab, see Users Tab.
Permissions tab
The Permissions tab contains a table outlining the established actions that different user types can perform (helpful if you are trying to determine what type of user type to make a new Karat user). The check mark (✔) indicates the allowed action for a user. Additionally, at the bottom of the table, you can find global settings (one row per organization) that allow you to enable access for all roles and two-factor authentication.
For more information about the user types and the actions enabled for each one, see How to: Identify user types at Karat.
SAML/SSO tab
In the SAML/SSO tab, you can set up SAML/SSO for your organization:
- Enter the identity provider's sign-on URL into the SAML URL field.
- Enter the identity provider's certificate into the SAML Certificate field.
- Toggle SAML Policy Required on. If toggled on, all users must log in with SAML; if toggled off, users have the option to log in with SAML or email and password.
- Click Update SAML/SSO to save changes.
Access Requests Tab
The Access Requests tab displays any access requests made. If you see a request that you don't recognize, contact your Customer Success Manager.
ATS Integrations Tab
Under this tab, there are four diffeent sub/tabs. The status tab shows information of your ATS integration (If set it up): status of the integration, the active features, and any existing issue. f you notice an issue, contact your Customer Success Manager for resolution
Candidate Invite tab
The Candidate Invite tab allows you to add custom messaging to the invitation email. Anything added to this section will appear between the What to Expect and Questions sections on the email that goes to candidates.
- Add a custom heading.
- Add the content you would like to add in the invitation email.
- Click Preview Emails to preview the email, before making the update by clicking
- Preview your changes.
- Click Preview schedule for candidate email.
- Click Save custom paragraph.
- A green box will appear in the upper right corner of your screen, confirming that your custom heading and text has been updated. From now on, all new invitations or scheduling emails will then include that content going forward.
To delete the custom section and revert to the default Karat email, go to the Candidate invite tab, and delete the custom heading and paragraph you recently entered. Then preview changes and save them.
Recent Interview Warning
When enabled, this setting alerts recruiters when a candidate is being invited to an interview they have already completed within the last 6 months. The warning appears at the point of invitation and gives recruiters the option to proceed or cancel. This setting applies to all groups in your organization and can only be enabled or disabled by an Organization Admin.
→ See: Settings: Recent Interview Warning
Access Request Allowed Email Domains Tab
The Access Request Allowed Email Domains tab enables you to block requests from anyone who doesn't have a company email address. This provides an additional layer of security and shouldn't be changed unless you are working with your Karat team to adjust settings.