Settings Overview | CONFIRM Docs

Open Settings from the bottom of the sidebar. The page groups its cards by the question you arrive with: who you are, how candidates move through your process, and where your roles get seen. You only see the cards your role can use, and a group disappears entirely when none of its cards apply to you.

Organization

Your team and account.

Card	What it’s for	Who sees it
My Account	Your name, and two-factor authentication for your sign-in. See My Account.	Every role that signs in to the portal
Team Members	Everyone with access to your organization: invite people, set roles, and limit access to specific jobs. See Team Members & Roles.	Admins and Recruiters (only Admins can make changes)
Connect Email & Calendar	Link a Google Workspace or Microsoft 365 account once; candidate email and interview booking both run on it. See Connect Email & Calendar.	Admins and Recruiters
Billing & payments	The company card your team pays with, monthly marketing and background check budgets, and a log of every payment. See Company Card & Budgets.	Admins
Spend	Where your organization stands this billing cycle. See Spend & Billing.	Admins, when Spend is turned on for your organization

Hiring

How candidates move through your process.

Card	What it’s for	Who sees it
Communications	Candidate message rules and templates, team notifications, and the mailbox candidate email is sent from. See Communication Settings.	Admins, Recruiters, and Viewers (only Admins and Recruiters can edit)
Scheduling	Default working hours and candidate reschedule limits for interviews. See Scheduling Settings.	Admins
Knowledge Base	Information the AI agent uses to answer candidate questions on calls, including how your company name is pronounced. See Job Knowledge Base.	Admins, Recruiters, and Viewers (only Admins and Recruiters can edit)
Blocklist	Emails, phone numbers, names, and domains whose applications are rejected automatically. See Blocklist.	Admins
Background Checks	Screening terms, payment card, and your default screening package. Opens the Settings tab of the Background Checks area. See Background Checks Overview.	Admins

Attracting candidates

Where your open roles get seen.

Card	What it’s for	Who sees it
Job Boards	Board accounts you post to with your own contract, and the public careers page CONFIRM hosts for you. See Job Boards & Careers Page.	Admins
Referrals	Your shareable referral link and QR code, plus the employee roster referrals are matched against. See Referrals & Employee Roster.	Admins

Spend and Background Checks are switched on per organization. If you’re an Admin and don’t see Spend, or the Background Checks area says background checks aren’t enabled, contact your CONFIRM account team to turn them on.

Settings that live elsewhere

Some configuration is per job rather than organization-wide. Screening questions, the hiring pipeline, distance limits, a job’s own communication overrides, and its interview schedule are all edited from the job’s console. See The Job Console.

To change what someone can see, change their role or access on Team Members rather than looking for a per-page setting. See Team Members & Roles.