<aside> 💡 This onboarding guide is for recruiting agencies setting up their Ashby account. For companies looking to add agency users to their Ashby account, check out Agencies.
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Welcome to Ashby! We’re so excited to help you get started and hit those goals!
As an agency, you’re likely to set up and use Ashby in a rather different way from companies hiring for their own teams. This guide will take you through the key steps to get your account setup, along with some more advanced features that you can implement. Let’s do this!
For a general overview of Ashby, check out our 101 Webinar.
<aside> 🔌 This section covers the basic technical setup to get everything working. This section should take less than 20 minutes to complete.
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Set up Google Workspace and a shared calendar
Set up the Microsoft 365 Integration
Set up the Zoom integration (if your team uses Zoom)
🔗  Check out the Integrations Marketplace for other integration options (e.g Slack and job board integrations)
Note: Most integrations will need to be set up by an Admin user of the partner’s platform. Some integrations may also need to be set up on the partner’s end (for example, Wellfound (formerly AngelList Talent))
<aside> 💼 This section covers how to add jobs and job-specific information, like the department and location information. Agencies usually set up the client company as a department, with respective functions (Engineering, Sales, etc) as a sub-team.
Please have a job description ready to speed up the setup process.
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