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Organization Setting Administration
Organization Setting Administration

Customize functions within your organization, change labels and create custom feedback questions.

Tim Walker avatar
Written by Tim Walker
Updated over a week ago

A 3DIQ administrator sets up your organization based on the preferences submitted for on-boarding. You have the ability to make updates to those preferences to meet your needs.

Access the Organizational Settings at Click the gear icon and select Organizational Settings. Click between the tabs to update the settings.

General Tab

This is an information only tab and is completed when your account is created. No updates are needed to this information.

Notifications tab

Here you can select who within your organization will receive view and feedback notifications. A description of each user type can be found here: User Type Settings in Bullhorn. We recommend leaving the Email Notifications setting to Disable. This ensures that all View and Feedback notifications are delivered.

Bullhorn Tab

Here you see your default mail client (Outlook or Gmail). You will also be able to customize the author of the notes that are written into Bullhorn, choose to have a candidate moved to "Client Rejected" status if a Thumbs Down feedback is given, and rename "Client Submission" to match what your workflow step is named, if needed.

Product Features are for clients using Client Connect you can turn on the Recruiting Activity (Pie Chart/Bar Graph) section for all jobs for a Job Owner or at the Individual Job level. To show the list of the candidates submitted to the job enable Candidate list in CC (Enabled by default). To give your client's the ability to add additional contacct to be able to view a job enable the setting.

Toggle on/off to set the default to Display the Original resume for all jobs or Hide job titles for all jobs.

For clients using the Credentials funciton you can toggle on the ability to show the credentials documents. Toggle on the Show custom fields option to add custom fields into the Credentials Portal.

To select only certain candidate status that will be created in 3DIQ, toggle on the filter and select the status you would like to see. For custom statuses, please contact

Preferred Action Author is where you can choose who's name will appear as the note author in Bullhorn. They are the same options as the link above for User Type Settings in Bullhorn.

Workflows is where you can enable/disable moving the candidate to "Client Rejected" status if your client gives a Thumbs Down feedback response. You can also update the name "Client Submission" if you use different terminology for this step of the workflow.

Labels Tab

Here you can customize the headings for many of the fields within 3DIQ. If you are a Client Connect user, there is an option to show Job Notes at the Job Level in Client Connect. This is a free form field that can be used for any notes your would like your client to see when accessing their job in Client Connect.

You can also change the the subject line that will auto-populate when the Client Submission email is generated.

Feedback Tab

Here you can change the default "Thumbs Up/Thumbs Down" question, remove default questions and add up to three custom questions. The standard default questions can be toggled off if you choose not to use them. All custom questions are open text boxes.

Brands Tab

Here you can upload a logo and customize the colors of the Header Bar, Skills, Certifications and Download PDF button.

Tally is for clients using Client Connect with the Recruiting Activity feature enabled which displays either a pie chart or bar graph of all candidates and their Bullhorn status.

Brands is where you add your logo and customize the colors of the header, the skills and certifications tags and then Download PDF button.

You also have the option to add additional brands with separate logos and colors. You can also customize each additional brand with the same options as the primary logo including field labels, feedback questions and users. Please contact if you would like additional information on multiple labels.


You have the ability to elect to add a password that your clients would need to enter in order to view resume links or candidates within Client Connect. **This is disabled as a default. It will set a password that anyone looking at a link must enter**

Candidate Configuration is where you can set the number of days the resume link will be available for view by your clients. This setting is the default for the entire organization but can be updated in the candidate profile if a different length of time is desired or to reactivate a resume link that has expired.

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