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Onboarding for Basic Users

How to set up your Screenloop account

Updated today

Welcome to Screenloop! As a new user, you should have received an email invitation from your Organisation Admin to join the platform. Once you’ve set up your password and logged in, there are a few quick steps to complete before you’re all set.

This guide will walk you through everything you need to get your Screenloop account ready to go.


​1. Review your User Settings

  1. Click on your initials on the top right of the screen.

  2. Select User Settings.

  3. Navigate to User Details

    1. Here you can edit your First Name, Last Name and Email, if needed.

    2. Note: Changes to email must be confirmed via email verification for changes to be reflected.

  4. Navigate to Security

    1. Change your password, if needed.

    2. If your organisation requires two-factor authentication, click Setup under this section and follow the instructions.

2. Set up your Integrations

  1. Navigate to Integrations

  2. Connect your Calendar

    1. Click Connect in Calendars section. Select your provider and click Link Account.

    2. You can now schedule interviews within Screenloop. Candidates can also book into your calendar when you're free with our automated emails and self-scheduling links.

    3. You will be prompted to define your availability.

  3. Updating your Availability

    1. Select Define Availability.

    2. Deselect the slots you wish to exclude from your availability. They will turn white.

    3. Click Save Availability in the top right.

    4. Candidates will no longer be able to schedule meetings with you during the blocked slots.


  4. Connect your Email

    1. Click Connect in the emails section. Select your email provider.

    2. You should be directed back to the previous page and see a popup stating your email is now connected.

    3. This means you can now email within Screenloop and have email correspondence shown candidates activity feeds.

3. Download the Screenloop Chrome Extention

  1. Download Screenloop's Chrome Extension here if you plan to use Interview Intelligence.

    1. Click Add to Chrome in the top right

    2. Click Add Extension

  2. This will enable the AI Notetaker to do its magic in your interviews. No more manual note taking!

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