Screenloop

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.

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​1. Review your User Settings

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

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.

1. Change your password, if needed.
2. If your organisation requires two-factor authentication, click Setup under this section and follow the instructions. ​

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. ​

1. Navigate to Integrations ​

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

1. Note: If Google is your provider, and you see the below option to 'Select what Cronofy can access' ensure to tick the below option. ​

You can now <a href="https://help.screenloop.com/en/articles/9066710-scheduling-an-interview">schedule interviews</a> within Screenloop. Candidates can also book into your calendar when you're free with our automated emails and self-scheduling links, according to your email integration permissions.

You will be prompted to define your availability. ​

1. Click Connect in Calendars section. Select your provider and click Link Account.
 1. Note: If Google is your provider, and you see the below option to 'Select what Cronofy can access' ensure to tick the below option. ​
 
 
2. You can now <a href="https://help.screenloop.com/en/articles/9066710-scheduling-an-interview">schedule interviews</a> within Screenloop. Candidates can also book into your calendar when you're free with our automated emails and self-scheduling links, according to your email integration permissions. 
3. You will be prompted to define your availability. ​

By default, candidates will not be able to book interviews during times you already have events in your calendar. Should you wish to block reoccurring slots in addition to your calendar events, follow the below steps:

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

Click Save Availability in the top right.

Candidates will no longer be able to schedule meetings with you during the blocked slots, as well as during any other events in your calendar. ​

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, as well as during any other events in your calendar. ​
 
 ​

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

1. For Google, you will be prompted to 'Select what Screenloop can access', you need to Select All for the integration to work correctly.
2. Allowing ongoing access (see blue notice box below) is optional, but please note you will be prompted to reconnect in 6 months. ​

1. View your email messages and settings
 - Allows us to see email exchanges between you and the candidate, and display them in the candidates activity. Including emails sent via your email client.
2. Send emails on your behalf
 - Allows us to send emails you write from within Screenloop, as well as send out any configured email automations.

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

1. Click Connect in the emails section. Select your email provider.
 1. For Google, you will be prompted to 'Select what Screenloop can access', you need to Select All for the integration to work correctly.
 2. Allowing ongoing access (see blue notice box below) is optional, but please note you will be prompted to reconnect in 6 months. ​
 
 
2. These permissions enable the following:
 1. View your email messages and settings
 - Allows us to see email exchanges between you and the candidate, and display them in the candidates activity. Including emails sent via your email client.
 2. Send emails on your behalf
 - Allows us to send emails you write from within Screenloop, as well as send out any configured email automations.
3. You should be directed back to the previous page and see a popup stating your email is now connected. ​

3. Download the Screenloop Chrome Extention

Download <a href="https://chromewebstore.google.com/detail/screenloop/gdpkbebflcgjacfhhekofebajjacgidj" rel="nofollow noopener noreferrer" target="_blank">Screenloop's Chrome Extension here</a> if you plan to use Interview Intelligence.

1. Click Add to Chrome in the top right
2. Click Add Extension

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

1. Download <a href="https://chromewebstore.google.com/detail/screenloop/gdpkbebflcgjacfhhekofebajjacgidj" rel="nofollow noopener noreferrer" target="_blank">Screenloop's Chrome Extension here</a> 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!