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Setup Accounts in Screenloop
Setup Accounts in Screenloop

Step by step guide to set up your accounts in Screenloop

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Written by Nuno Saldanha
Updated over a week ago

Screenloop Configuration

Interviewing the right way is critical to a successful business but the vast majority of the businesses report making a bad hiring decision.

Screenloop’s mission is to educate and empower hiring teams, reduce bias, and give a great experience to everyone involved in the process.

This article will go over various details on how to set up Screenloop accounts in the business so that the best candidates are hired, every time.

Requirements

This guide assumes that you:

  • Have access to an Admin account in your organisation (usually set up by Screenloop technical team during onboarding)

  • Have gone through Video Conference tool setup (such as Zoom or Google Meet)

  • Have gone through ATS tool setup (such as Greenhouse)

To get the most out of Screenloop, platform users should install the Screenloop Chrome Extension here.

Inviting Team Members

Sign in to your account on the platform, this account must be an Admin. Once you have signed in, navigate to Organization Settings.

There are two possible paths to take when inviting team members, one is a Manual Invitation where you control who gets added to the Screenloop platform, the other is Automatic Sign-Up where you are able to use Google or any SAML2 provider to sign in/up automatically.

Manual Invitation

If you'd like to control and monitor closely who gets added to the Screenloop platform then Manual Invitation is probably more appropriate for your business. Navigate to Organization Settings > Members and click the Invite Member button to start inviting new team members to Screenloop.

Make sure to fill out the form with the details of the members and the role you wish to add to Screenloop and click Invite.

You will be able to check the status of the invitation and even remove it.

The person you invited will receive a similar email to the one below:

They will be prompted to fill out a form with the required details such as a password for them to log in.

Automatic Sign-Up

If your business supports Google or any SAML2 providers then you can leverage Automatic Sign-up where any user belonging to your organisation will be able to automatically create an account. Navigate to Organization Settings > Auth and chose of the methods for automatic sign-up.

If you click Setup with Google you will go through a specific flow to configure the provider. During this flow, you might be asked to sign in and share basic information with Screenloop.

Once you go through the flow, navigate to that specific provider settings by going to Organization Settings > Auth > Active authentication method > View where you will have access to the configuration of that provider.

Here you will be able to toggle Just In Time Provisioning which allows any user to be created whenever they try to sign in for the first time using this authentication method.

Access Levels

Regardless of the method used for user creation, by default the user will be set as Basic User.

To change any specific user configuration you can navigate to Organization Settings > Members > <target-user-name> > View as a Site Admin and change any of the available fields for that user.

Support

Screenloop's support page is available here.

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