- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set email cleanup permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Request Email Cleanup, set the appropriate permissions then click Save
Top Echelon Recruiting Software Help Center
Requesting an Email Cleanup
- Top Echelon Recruiting Software provides the option to request an email cleanup. This validation process is used to identify problematic email addresses in your database, and allows you to decide what you want to do with them.
- From within Top Echelon Recruiting Software, expand the Sidebar in the top right corner of the page and click on the Settings icon
- Click to expand the Email section and then select Request Email Cleanup
- To begin a new import, click the Start an Email Cleanup button in the top right corner of the page and then follow the request steps
Email Sending Limits and Overage Permissions
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set email overage permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Allow Standard Email Overage and Allow Mass Email Overage, set the appropriate permissions then click Save
Integrating Microsoft with Top Echelon Recruiting Software
Integrating your Microsoft account with Top Echelon Recruiting Software will allow you to send standard mail directly from your Microsoft account, rather than from Top Echelon Recruiting Software's email servers. This integration also allows you to sync events created...
Installing the Outlook Add-In
The Outlook Add-In allows you to document email communication and message attachments into your Top Echelon Recruiting Software database directly from Outlook 365. This article provides step by step instructions for installing the Add-In. Please note that this Add-in...
Email Parse Log
- Expand the Sidebar and click on Settings
- Click to expand the Email section and select Email Parse Log
- This page will display the most recent 100 messages that were sent to your unique parse address
- Items highlighted in red indicate some sort of error or failure within that email
- To review the detailed results, click the arrow icon to the left corresponding message
Email Aliases
- To create a new Email Alias:
- Expand the Sidebar and click on Settings
- Click to expand the Email section and select Manage Email Aliases
- Add the Alias address and click the Verify button when complete
- Check the corresponding email inbox for a verification link
- To send from a verified Email Alias:
- Navigate to a new email window and select the appropriate From address
Setting Email Alias Permissions
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set email alias permissions for
- Under the user’s Permissions, click to expand the Email section
- To the right of Allowed to Send Email Using Aliases and Manage Email Aliases, set the appropriate permission and click the Save button when complete
Logging Incoming Emails
- To log incoming emails from your email provider:
- Locate and copy your unique Log Address Email (Settings –> Email –> Log & Parse Addresses)
- Navigate to your email program
- Forward an email and paste your unique log address in the TO field
- After sending to this address once, your email program should remember this address. No need to memorize it or copy and paste it each time.
Emailing a Candidate or Contact Through Top Echelon Recruiting Software
- Navigate to the corresponding Datasheet and click on the address you’d like to email
- OR
- Navigate to the Email in the Main Navigation Bar
- Click the New Email button in the top right corner of the Email Dashboard