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Configure Organisation Account Settings

To access Organisation Settings, navigate to Settings in the left-hand navigation bar.

Updated this week

Organisation Settings allow Admins to manage users, authentication, integrations, data privacy, and recording controls across the company.


Users

Admins can invite and manage users within Screenloop.

Add a New User

  1. Go to Settings β†’ Account β†’ Users

  2. Click Add User (top right)

  3. Complete all required fields

  4. Select the appropriate Role based on required permissions

  5. Click Invite

The invited user will receive an email invitation.

πŸ“Œ Reminder: Users must accept the email invitation before they can access Screenloop. Encourage them to follow the Onboarding for Basic Users guide to ensure integrations are correctly set up.

User Status Definitions

  • Invited – Invitation sent but not yet accepted

  • Active – User has accepted and can log in

  • Inactive – User access has been removed

Clearly defined roles and statuses help maintain data security while ensuring the right people have access to the right information.


Authentication

Enable secure login methods for your organisation.

Under Settings β†’ Account β†’ Authentication, click Setup for:

  • Google Sign-In

  • SAML2 Identity Provider

Supported providers include:

Follow the relevant setup documentation for your provider.

Enabling SSO improves security and reduces password-related support issues.

Existing users will automatically authenticate through the configured method β€” no new account or additional action required.

⚠️ Important: Ensure your identity provider is fully configured before enforcing SSO across the organisation to prevent login disruption.


Integrations

Connect Screenloop to your wider hiring and HR tech stack.

Applicant Tracking Systems (ATS)

For TA teams using Screenloop as a point solution alongside their ATS.
Skip if not applicable.


Human Resources Information Systems (HRIS)

Set this up if you want to export hired candidates to your HRIS.

Supported integrations:


Video Communication Systems (VCS)

Connect:

This enables Screenloop to automatically pull interview recordings and data.

Automating interview capture ensures complete records without manual uploads.


Slack

Connect Slack to receive notifications directly in your chosen Slack channels.


Background Check Systems

Background checks are available on a pay-per-check basis.

To enable background checks, contact Screenloop Support.

Each requested check is billed in the next billing cycle.


Data Privacy

Under Settings β†’ Account β†’ Data Privacy, manage compliance and candidate data controls.

Candidate Consent

Customize the consent message displayed on application forms.


Anonymised Candidate Screening

Toggle on to anonymise candidate information in selected job stages.
This is configured within your job workflow.

Anonymised screening supports fair and unbiased hiring practices.


Data Retention Policy

Define how long candidate data is retained after all applications are rejected.

For full compliance details, see Data Privacy & Security documentation.

Ensure your retention policy aligns with local data protection regulations (e.g., GDPR).


API Key Management

API keys control access to your Screenloop data. Managing them properly ensures your integrations remain secure, stable, and compliant.

Create an API Key

Use clear, descriptive names (e.g., BI Dashboard, HR Sync) so you can easily identify where each key is used.

Steps

  1. Go to Settings β†’ Account β†’ API Keys

  2. Click Generate API Key

  3. Enter a Key Name

  4. Click Generate

  5. Copy the API key

This is the only time the API key will be visible. Store it securely. You will not be able to view it again.

Treat your API key like a password. Never share it publicly or commit it to source control.

Rename an API Key

Renaming helps you maintain clarity without disrupting the integration.

  1. Go to Settings β†’ Account β†’ API Keys

  2. Click the ellipsis (… ) next to the key

  3. Select Edit Key Name

  4. Enter the new name

  5. Click Save

Rename keys when integrations change ownership or purpose.

Revoke an API Key

Revoke keys immediately if they are no longer needed or may be compromised.

  1. Go to Settings β†’ Account β†’ API Keys

  2. Click the ellipsis (… ) next to the key

  3. Select Revoke

  4. Confirm in the modal

Revoking a key immediately disables API access for that integration.

Revoke unused keys to reduce security risk and limit unnecessary access to your data.

Re-enable an API Key

You can re-enable a revoked key to quickly restore access without creating a new integration.

  1. Go to Settings β†’ Account β†’ API Keys

  2. Click the Refresh icon next to the key

  3. Click Re-enable to confirm


Recordings

Under Settings β†’ Account β†’ Recordings, manage interview recording settings.

Auto-Recording & Opt-Out

Click Setup, then choose:

  • Enable All – Apply recording settings by default for all users

  • Toggle enabled/disabled per user

Centralised recording controls ensure consistency and compliance across interviews.

Always inform candidates if interviews are being recorded in accordance with local laws and internal policies.

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