How to create an OpenATS workspace
Go to Get started, enter your organization’s name, your name, your work email and a password, and choose Create organization. OpenATS sets up a workspace with a default hiring pipeline and makes you its super admin, then takes you to a short setup.
Sign up#
Step 1: Open Get started.
Recruiting agencies sign up at the agency sign-up, which asks for an Agency name and sets the workspace up for client companies.
Step 2: Enter your Organization name, Full name, Work email and a Password.
Passwords need at least 8 characters.
Step 3: Choose Create organization.
Prefer Google? Choose Continue with Google instead. If your Google address doesn’t have an OpenATS account yet, OpenATS asks for your organization’s name on a Finish creating your workspace page, then creates it the same way.
What your workspace starts with#
Every new workspace gets a pipeline, archive reasons and email templates, so you can open a role straight away. Stages are yours to change in Settings → Hiring → Pipeline stages, and templates and automatic emails in Settings → Email.
| Starts with | What it is |
|---|---|
| Pipeline stages | New lead, Reached out, Responded, New applicant, Phone screen, On-site, Offer, Hired |
| Archive reasons | Underqualified, Culture / values mismatch, Timing, Withdrew, Offer declined, Position filled |
| Email templates | Application received, Rejection, Interview scheduled |
| Automatic emails | Application confirmations and interview confirmations are on. Automatic rejections are off until you turn them on. |
The first three stages are for people you source (leads), New applicant is where people who apply arrive, and the rest is your interview process.
You’re the super admin#
Whoever creates the workspace is its Super admin: they can see and change everything, including settings and billing. Nobody else can be made a super admin. Everyone you invite gets one of the other roles; see Roles and what each can do.
Questions about create an OpenATS workspace#
Every OpenATS Cloud plan starts with a 30-day trial. A card is required, and the first charge is on day 31 unless you cancel. For plans and prices, see Pricing and Plans, billing and seats. The open-source edition is free to run yourself.
Choose Company if you hire for your own organization: roles belong to departments. Choose Staffing agency if you recruit for clients: roles belong to client companies, and client share links can show all of a client’s roles. The choice also decides which plans you see, and it can’t be switched after sign-up. If you chose the wrong one, contact support.
Yes. Don’t sign up: ask an admin of that workspace to invite you from Settings → Team. You’ll get an email with a link to sign in.
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