CRM
Admin Settings
Admin features are available to users with the Admin role. Standard users see the CRM but cannot access user management or system settings.
User Management
| Task | How |
|---|---|
| Add a new user | Admin → Users → + Add User. Enter email, name, role (Admin or User), and set a temporary password. |
| Reset a password | Admin → Users → click the user row → Reset Password. The change takes effect on next login. |
| Deactivate a user | Admin → Users → click the user row → toggle Active to off. Their data is preserved; they cannot log in. |
Zoho Sync
Job orders sync automatically from Zoho Recruit every time you open or refresh the Jobs tab. You can also trigger a full backfill manually:
1
Go to Jobs in the top nav.
2
Click Sync Zoho in the top right.
3
The sync pulls job title, client, status, and full job description for all open roles.
19 of 24 open jobs have descriptions in Zoho. Jobs with no description show a "No description in Zoho" placeholder.
CRM-ATS Bridge
When you create or update a job order in the CRM it automatically pushes to the ATS via the bridge sync. The sync log is visible at Admin → Sync Log. Each entry shows the entity, direction (CRM to ATS), status, and timestamp.
Admin access only: Do not share admin credentials. If a team member needs a password reset, an admin must do it through the UI. Never edit the database directly.