In this article you will learn to navigate/edit the Workflows section of your settings.
Log in to your Humaniz.io account using your registered email address.From your Dashboard, you will select Settings, and then select either Candidate or Team depending on desired input.
Under Candidate, you will see options to enable or disable notifications for Unlicensed Candidates with Coursework Started, and Unlicensed Candidates.
To edit the message that automatically goes out to unlicensed candidates, Click on Settings, and you will be able to edit to your preferences.
Under Team, you will see two preset options.
New Teammate - When a new Teammate is added to Humaniz, Humaniz sends them a message from your team with their unique referral link so they can refer agents to your team ensuring that everything is tracked in Humaniz.
Pipeline Reviews - On the first of the month, Humaniz sends your team a message to self-schedule their Pipeline Review with the User assigned to conduct Pipeline Reviews in Humaniz. Pipeline Reviews are conducted monthly.
Need a workflow? Feel free to email us at support@humaniz.io with any workflow ideas you may have. We will get to building them right away!