<aside> 💡 This document details how to set up and use sources to track where candidates are applying from.
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Section overview:
Sources describe where a candidate was introduced to your organization by job consideration (each application has a unique source). Ashby's default source types are Inbound, Internal, Referral, and Sourced.
You have the option to create new top-level source types or sources beneath them. Source types are helpful for grouping sources in reports. Once set up, you'll be able to link sources to candidates, custom tracked links, and API Keys. You can access sources by going to Admin → Organization Setup → Candidate Sources.
See the table below for information on the roles that have access to create source types and sources.
| Access Role | Has Access? |
|---|---|
| Limited Access | ❌ |
| Agency Users | ❌ |
| Elevated Access - External Recruiter (not linked to an agency) | ❌* |
| Elevated Access - Analyst | ❌* |
| Elevated Access - Hiring Team Member | ❌* |
| Elevated Access - Hiring Manager | ❌* |
| Elevated Access - Admin | ❌* |
| Elevated Access - Admin Private | ❌* |
| Organization Admin | ✅ |
*Only Organization Admins have access to this feature by default. Elevated Access users can be given access to create candidate sources and source types if needed. More on this at Additional User Permissions.
To create a Source Type like the default Inbound and Internal types, click the purple + New Source Type button.
To add a Source, click the purple + New Source button.
You can manually add and view sources in the Attribution section in the Activities & Progress section of a candidate profile.
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.
<aside> 💡 You can read more on setting up custom tracking links at How can I track the source of an application?
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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, set up a custom tracked link, and include the source in the appropriate field.
<aside> 💡 You can read more on setting up API keys at [How do I generate an API key?](https://ashbyhq.notion.site/How-do-I-generate-an-API-key-58d3409382014a3d80c3b08e982644d7)
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