Welcome to the CodeSignal community! This is the first in a series of quick start guides to get your organization up and running with the CodeSignal platform.
In this article, we’ll focus on how you, a CodeSignal admin for your company, can:
- Familiarize yourself with the platform
- Integrate the platform into your process
- Manage your teams and users
We’ll start with the basics, making the assumption this is your first time using CodeSignal. By the guide’s end, you’ll know how to onboard your entire organization so they can get started hiring!
Familiarize yourself with the platform
Homepage and dashboards
When you first log in to CodeSignal, you’ll see the homepage, which has links to dashboards for each of the products your company subscribes to. We’ll cover these dashboards more in each product’s respective quick start guide, but for now, know that they are where you can invite candidates to complete specific assessments or review results from completed assessments.
From the top right of the screen, you can access the question library, where you can review and edit questions that can become a part of any assessments you create. You’ll also see buttons for search, notifications, and customer support.
Your account settings
The circular avatar in the top-right corner displays a list of options for managing your account settings, users, and integrations.
Some of the key pages you can access from this list include:
- Profile settings: View and edit your personal account settings, including your username, password, and notification preferences.
- My Company Settings: Configure organization-wide options like single-sign on and security (available to admins only).
- Users & Teams: Invite new users and manage their permissions or group them into teams.
- Integrations: Connect CodeSignal to your applicant tracking system and other services.
- Knowledge Base: Access FAQs and other support articles.
Take some time to explore the platform. If you ever need to get back to the homepage, click on the CodeSignal logo in the top-left corner.
Integrate the platform into your process
After getting acquainted with CodeSignal, you can start integrating the platform with all of your existing recruiting tools. We offer over a dozen integrations with everything from productivity software to talent management platforms. Two integrations you might want to consider setting up right away are with your SSO (single sign-on) provider and ATS (applicant tracking system).
Configuring single sign-on with CodeSignal will make it easier and more secure for your company’s users to log in to the platform. Instead of creating a new password, team members can use whatever identity provider your organization already uses, whether that’s Google, Okta, or any other SSO built using SAML. We have a step-by-step guide to SSO here. We also recommend enabling just-in-time provisioning so that new users automatically get a CodeSignal account the first time they try to log in. This way, there’s no need to bulk create user accounts when initially enabling SSO.
Applicant Tracking System (ATS) integration
Integrating CodeSignal with your ATS gives you the power of CodeSignal’s assessment and interviewing solutions directly within your ATS. Your recruiting team can send assessment invitations, schedule interviews, and view results in the tool they’re already used to. The CodeSignal Chrome extension can further improve this integration by making it easier to generate interview links and add them to your ATS. We have guides for several major ATS providers to walk you through the integration process.
Supported ATS integrations include but are not limited to:
- LinkedIn Talent Hub
Manage your teams and users
As your company’s CodeSignal admin, you have the ability to invite or remove users and manage their permissions. CodeSignal offers additional features like custom roles and teams for keeping everything organized and secure.
Inviting and deleting users from your organization
There are a few ways to add users to CodeSignal. You can manually invite users one at a time, invite users in bulk with a CSV file, or configure just-in-time provisioning with SSO (covered earlier in this guide) so that users automatically create their accounts on their first sign-in attempt.
To invite users manually whether individually or in bulk, go to the Users & Teams page, which is accessible from your account avatar. In addition to inviting new users from here, this page lets you select existing users to either update their permissions or delete them from CodeSignal. For more information, here’s a full rundown of adding and managing users.
Setting user permissions
Every CodeSignal user has a role that controls what they can access. CodeSignal defines three roles by default: admin, manager, and interviewer. Interviewers have the most restrictive permissions. They can simply create, conduct, and view interviews. Managers have those abilities plus access to CodeSignal Pre-Screen and Tech Screen. Company admins have the most scope, since they can configure other users’ roles in addition to accessing all the CodeSignal solutions. For a complete guide about each role’s permissions, check out this article.
Admins can choose a default role to assign users, and it’s also possible to specify a different role when inviting someone to join. You’re also not limited to the three system roles that CodeSignal starts with. You can create a custom role with the exact permissions you want. We suggest duplicating one of the existing roles and modifying those permissions rather than starting from scratch.
Beyond role-specific permissions, a global setting we recommend customizing is the session timeout duration, which can keep your company more secure by automatically signing out of CodeSignal after a specified period of time.
CodeSignal offers teams as an optional way to group users together. This is especially handy in larger companies since admins can assign a test or interview to a specific team, helping keep things organized. Teams also have privacy benefits because assessment results can be hidden from people outside the assigned team, which prevents colleagues from seeing each others’ results. Our Knowledge Base has detailed instructions on how to create and use teams.
Once you’ve onboarded your users and optionally divided them into teams, you’re ready to go! It’s time to start using CodeSignal Pre-Screen, Tech Screen, and Interview to kick-start your hiring process.