Configuring RecruiterInbox
In order to set up RecruiterInbox for Zoho Recruit, you must configure your email account via IMAP. Configuring your email account in Zoho Recruit via IMAP will result in the following:
-
RecruiterInbox tab:
You will see a module called RecruiterInbox in your account in which you will begin receiving your emails.
-
Contextual email integration:
You will be able to view emails in the Emails Related list of candidates and contacts.
Availability
Permission required:
Only users with
Administrator
profile can configure RecruiterInbox (Permission Name: Set up IMAP).
Edition required:
RecruiterInbox is available for the Professional & Enterprise plans of both the Staffing Agency and Corporate HR editions of Zoho Recruit.
Set up IMAP Account
IMAP is an email protocol via which your email account is configured in Zoho Recruit. It provides various benefits, the best of which is that it enables multiple device sync. That is, your email activity syncs across your PC, laptop, mobile phone, tablet etc. Zoho Recruit lets you choose among popular IMAP integrations or configure custom email integration.
To add an IMAP account
-
In Zoho Recruit, go to
Setup > General > Email Settings
and click
Get Started
.
-
Choose your email client from the
Popular Email Services
section.
-
Select the
IMAP
option.
-
Enter your
Email Address
and
Password
and click
Continue
.
In case you have enabled Two-Factor Authentication for your email account, you must enter the configured App-specific password and NOT your regular email password. -
Choose an option from
Email Sharing Permissions
.
Based on the option selected, email corresponding to the contacts in your Recruit account, will be accessible to other users. - Click Save .
To configure a custom IMAP integration;
-
If you wish to configure a custom IMAP integration, select the
Other Mail
option from
Popular Email Services
.
-
In the
IMAP Integration
page, provide the required details.
-
Enter the
Incoming Mail Server Name
,
Port
,
Email
Address
and
Password
.
-
Enter the
Outgoing Mail Server Name
,
Port
,
Email Address
and
Password
.
- If both are the same, select the Use the same credentials for outgoing server checkbox.
Generate an App-Specific Password
Two-factor authentication (TFA)
, a service provided by all major email clients, offers an additional layer of security to one's mailbox. When TFA is enabled for an email account, gaining access to the account requires more than just the username and password - a unique passcode that is sent to the registered mobile number of the email account holder. This makes it harder for someone to gain unauthorized access to an email account.
If the email account you wish to configure in Zoho Recruit has the two-factor authentication service enabled for it, then you must enter the email account's app specific password for IMAP configuration and NOT your regular email account password.
Email Sharing Permissions
|
Private - Do not share Emails with colleagues
|
In this option, your Email account configured inside Zoho Recruit is private. Other users cannot view Emails received from your candidates and contacts.
Who can use this option?
Company leader top-level management can use this option to keep their communication confidential
What can you do?
You can view others Emails that are public
You can reply to others Email
Other users cannot view your sent Emails from Zoho Mail
Others cannot view your received Emails
|
|
Custom - Share Emails from the selected candidates and contacts
|
In this option, users can share the Emails received from the selected candidates and contacts. So other users can view your Emails from the selected records.
Who can use this option?
Team members directly responsible for interacting with selected candidates/contacts can use this option.
What can you do?
You can view others Emails that are public
You can reply to others Emails
Other users can view your sent Emails from Zoho Mail
Other users can view your received Emails
|
|
Public - Share Emails from all candidates and contacts
|
In this option, users can share the Emails received from all candidates and contacts. Other users can view your received Emails from the all customer records. Since Emails from all the records are shared globally, you cannot view the Share Email check box in candidate or Contact page.
Who can use this option?
Recruiters directly responsible for engaging all candidates and contacts can use this option.
What can you do?
You can view others Emails that are public
You can reply to others Email
Other users can view your sent Emails from Zoho Mail
Other users can view your received Emails
How can I restrict sharing of Emails from colleagues and specific customer domains?
You can restrict viewing of Emails from your company Email domains and specific customer domains by excluding the required Email domains. With this option, you can only view the Emails received from these excluded domains like personal account. Please note, in this option emails received from other Email domains are globally shared with all users in your Zoho Recruit account.
Why there is no default for a "Complete Sharing" option?
To protect the privacy of your Email conversations with candidates/contacts.
For example, John, newly joined recruiter in your organization adds the Email ID of a client contact in Recruit. Now Adam, another recruiter can view the conversation between John and his client contact, which is a major security violation.
|
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
RecruiterInbox: A hiring-focused email assistant
Recruiting talent is undeniably one of the most critical undertakings for any organization, but it often comes with its own set of challenges. The modern recruiting landscape has evolved significantly, with an ever-growing influx of job applications, ...Using RecruiterInbox
With RecruiterInbox, managing your emails becomes effortless with three essential tools: Filters, Folders, and Labels. Filters act as personalized assistants, allowing you to sort emails based on specific criteria, ensuring you never miss crucial ...Configuring Zoho People
The integration between Zoho Recruit and Zoho People is a dynamic solution designed to unify and streamline the recruitment process from start to finish. By bridging these platforms, it enables a seamless transition from candidate sourcing and ...Configuring built-in Telephony
Once you've identified the specific needs for telephony in your organization, you'll usually consider multiple telephony providers based on factors like features, compatibility with Zoho Recruit, pricing, support, and so on. In Zoho Recruit, you have ...Configuring Zoho Mail Add-on
Set up email account via POP3 Zoho Recruit lets you configure a Zoho Mail account or third-party email account via POP3. Zoho Recruit uses Zoho Mail to fetch emails and display them within Recruit. Whether you wish to configure a Zoho Mail account ...
New to Zoho LandingPage?
Zoho LandingPage Resources