Source Types and Sources

this document details how to set up and use sources to track where candidates are applying from permissions only organization admins and users with elevated access with the sources additional permission can configure sources and source types more on this at additional user permissions docid\ mhy0txb4sxnqye9xkvn8e users with elevated access hiring manager access or higher can add, switch, or remove sources on the candidate profile overview sources identify where a candidate and their job consideration originated if a candidate has multiple job considerations, each application has its own source ashby's default source types are inbound, internal, referral, and sourced if you create hiring events (more on these at events docid\ eqn6evlxlktzoero21svs ) or configure agencies (more on these at agencies setup docid\ hprdn81j0nbggnh4s je1 ), source types are also created as defaults you can create new top level source types or sources beneath them source types are helpful for grouping sources in reports once configured, you can link sources to candidates, custom tracking links, and application programming interface (api) keys create source types and sources to create a new source or source type navigate to admin > organization setup > candidate sources https //app ashbyhq com/admin/organizational settings/sources to add a new source type, click the + new source type button to add a new source, click the + new source button add a name for your source and determine a source type if you are creating a new source click create add and view sources on a candidate profile you can manually add and view sources in the attribution section, within the activities & progress section of a candidate profile the source field on a candidate profile to add or update a source on a job consideration, click in the source field and select the source from the dropdown menu if you can't see the one you want, start typing the source name and it populates automatically to add or update a source, click the field and select the source from the dropdown menu if you can't see the one you want, start typing the source name and it will populate if you'd like to create a new source from this spot on the candidate's profile, click the create button within the dropdown to create a new source inline creating a new source in line on the candidate profile to remove a source from a candidate profile, click the x to the right of the source name add a source to a custom tracking link you can read more on setting up custom tracking links at tracking the source of an application docid\ xhgtzhhc5az2c48vkii8h you can add sources to custom tracking links to automatically apply a source from an external job board navigate to admin > job boards > custom tracking links https //app ashbyhq com/admin/custom tracked links set up a custom tracking link, including the source in the appropriate field click add add a source to an api key you can read more on setting up api keys at how do i generate an api key? docid\ bd5me2tcmtyhk vujlhdz you can also add a source to an api key navigate to admin > integrations > api keys https //app ashbyhq com/admin/api/keys create an api key click the key to view its details add the source in the default source field merging sources merging sources cannot be undone if you have multiple similar sources, you can merge them into a single source to do this navigate to admin > organization setup > candidate sources https //app ashbyhq com/admin/organizational settings/sources click the merge button select your from source and your to source before clicking merge the from source merges into the to source, and all candidates and job considerations with the from source applied to them have the to source associated with them moving forward the from source is then archived archiving and restoring sources and source types to archive a source or source type, click on the source in question on the candidate sources https //app ashbyhq com/admin/organizational settings/sources page, then click archive if you archive a source, you can no longer link it to candidates, but existing assignments are preserved if you'd like to restore a source or source type, click the active filter and switch it to all you now see all sources and source types listed, including those that have been archived select the source or source type you'd like to restore, then click restore you cannot restore a source if the source type is archived restore the source type first, then the source faq can i archive a source with a default tag on it? the following default sources cannot be archived currently referral referral link applied chrome extension recruiting event internal transfer these sources also can't be set as the from source when merging sources (as the from source is archived after the merge) other default sources can be archived