--- title: Ashby Admin Onboarding slug: ashby-admin-onboarding docTags: b-RUvvYJSAyhoa4qcA_nj,jO3e4ytWiZf9mM2gvAHhT,f8goB3ocs7R9nZV6gN7nd,H6PEFHpt6qYEe4v_OYC0e createdAt: 2025-07-10T11:57:32.686Z --- We're excited to welcome you to Ashby and help you hit your hiring goals! This article covers the key setup areas to get you started, along with more advanced options we recommend configuring early to optimize your experience. Each guide this article links to opens in a new tab, so you won't lose your place. :::hint{type="info"} **Are you a new Ashby Admin?** For a guided video walkthrough of everything in this article, take the [Admin Essentials](https://academy.ashbyhq.com/course/ashby-admin-essentials) track in Ashby Academy. It pulls together the Academy's admin lessons into one sequenced path, so you don't have to piece together each step on your own. ::: ## Set up your company theme and explore integrations :::hint{type="info"} This section covers the basic technical setup to get things working and takes less than 20 minutes. ::: - Set up your integration with either [Google Workspace](docId:9nUSHnd_uiv8wIGz-YpaM) or [Microsoft 365](docId:_eaaljgrTeW__Uoxtk8i7) so you and your team can use all of Ashby's features. - [Job Board: Configuring Your Setup](docId\:f2OtyumVmeJaAt1DYRJYW) - Set up the [Zoom](docId\:S9XGV03nQ8KCAR0_ifd9l) (if your team uses Zoom) :::hint{type="warning"} Looking to integrate with other software? Check out the [Integrations Marketplace](https://app.ashbyhq.com/admin/integrations/marketplace) and our [Integrations](docId\:L-qok2y-8x1s8wHKVoobO) for further information. **Note:** Most integrations must be set up by an Admin user of the partner's platform. Some job board integrations, such as [Wellfound (formerly AngelList Talent)](docId\:c4xKfeoY3Z9dgJ-lCTEGc), must be set up on the partner's end. ::: *** ## Set up your first job :::hint{type="info"} In this section, you'll set up a job and test the workflows for adding candidates to Ashby. This section takes five to 10 minutes — we recommend having a job description ready. ::: - [Set up Departments & Locations](docId\:ACYBgYBzAs3YmyVbO5um8) to assign to your jobs - Create [Interview Plans](docId\:SJQDG-6gg32KbwjAKu1Ux) to establish clear stages within each job's pipeline - Open and post your first [Creating & Opening Jobs](docId\:uyTn03bH4FvrPvjhYthAt) - [Create test candidates and test out the workflow](docId\:Fu_sif2S_xnQHNRF7AnaW) :::hint{type="warning"} **Note:** The [Indeed](docId\:ZqLv2m_n0QgmNLJqfVJqH) integration is enabled by default. Disable it while you're setting up your jobs to ensure test postings aren't listed. ::: *** ## Create reusable templates in Admin :::hint{type="info"} You can create reusable templates for various objects, including one-off emails, sequences, interviews, and feedback forms. We highly recommend getting at least some of these templates in place to save time in the long run, although you can revisit this later. ::: - Configure [Interview Plans](docId\:SJQDG-6gg32KbwjAKu1Ux) to build out the pipelines that candidates go through as part of your interview process. - Create shared [Feedback Forms and Interviews](docId\:hLojGXRvp_xkuw1amMKUR) that can be used across multiple jobs and interview activities. - Create shared [Application Forms](docId\:CeZTj7Hpj_am6rT0kANrI) to assign to your job postings. - Add [Email Template Creation and Management](docId\:wQ6UOYDzwfAtDmZhOPsfJ) to speed up and standardize candidate communications. - Create [Job Templates](docId\:X1iE8z5PxR7FJKsPv6QEU) to configure job settings, interview plans, and job posting information in advance. - Review [Setting Scheduling Defaults](docId\:OByntivrG5pxERTem4Tml) to determine the defaults that apply across your interviews. *** ## Set up scheduling and enhance your job with activities :::hint{type="info"} At this point, you're ready to use all basic Ashby features! Ashby also supports further streamlining your process by adding interview scheduling and other [Activities](docId\:U2Vf0kyTMMLPiE5n6zWn7) to each stage. Once added, these activities automatically populate on your candidates' profiles when they move into a stage, so you know exactly what to do next. ::: - [Scheduling & Interviews: An Introduction](docId\:XW-3IRIvOnBHO_UF37LbH) Choose a scheduling workflow: - [Setting up Schedule Interview Activities](docId:0Z5jM_EQkvZQ_Oqc03Rer) - [Direct Booking & Candidate Availability Links](docId:8syy2lI7vkIrE-76zrwwM) - [Manually Scheduling Interviews](docId\:rDYoWIhaR0zidudLxw2fN) Review and enable other activity options: - [Activities](docId\:U2Vf0kyTMMLPiE5n6zWn7) :::hint{type="warning"} **Note:** Once you've customized your job with activities, you can turn it into a [job template](docId\:X1iE8z5PxR7FJKsPv6QEU) to reuse whenever you open a new job. ::: *** ## Set up your team's permissions :::hint{type="info"} With the basic setup complete, it's time to configure your team's permissions! ::: - [User Permissions](docId\:i5jHibmkQHYobnnvrl8rk) - Want to set up additional access roles or automations? Check out [Permissions Automation](docId:6h_16t-zWcRXYoP7wYXhk) and [Manage Access Roles](docId\:be1Gtv2R0jGx_Do5mdNR_). We recommend leaving most users with limited access, as they can get the information they need about the candidates they interview from the interview briefing. *** ## Onboard your team :::hint{type="info"} Onboarding your team is easy! Share our Getting Started Guides with your hiring team via email or Slack (Ashby does not currently send automated new user emails). These guides instruct them on how to log in and start using Ashby within 10 minutes. ::: - [Getting Started for Hiring Managers](docId\:Ku4nmt5UeOs8wfRgFxQNY) - [Getting Started for Interviewers](docId:2_WbM9Pju_SOWws1jhpZZ) - [Getting Started for Recruiters](docId\:QyoLopAyBDwsEm-GsXjy3) - [Getting Started for Recruiting Coordinators](docId\:ZHSO6kJXpXFsZbESO2rLl) - [Getting Started for Sourcers](docId\:xWkjWMMZhmSU_xSKtG_R3) *** :::hint{type="success"} With your current setup, you're ready for hiring excellence! Check out more of our resources to further enhance your team's experience. Happy hiring! Curious about more advanced setup? Check out [Advanced Setup](docId\:PWOXjaiesmhYGaSUTulN-). :::