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Setting up the Candidate Adaptive Workspace for the first time

First-time orientation to the Profile Customization settings area.

Written by Amogh Balikai

Profile Customization is where Recruiterflow's Adaptive Workspaces get configured for your account — the system that lets the candidate profile match how your firm works, rather than forcing every user onto one fixed screen.

Go to Settings → Profile Customization → Candidates to see every view currently configured for your account.

On first visit, you'll see a single row: the Standard view, marked as the account default. This is what every user sees until a Team, Specific-user, or Personal view is created and takes priority for them.

To get started:

  1. Review the Standard view first — this is your fallback for everyone.

  2. Decide whether different teams need different layouts (create Team views) or whether individuals need exceptions (Specific-user views).

  3. Let individual recruiters know they can build their own Personal view if the defaults don't fit their workflow.

Things to know:

  • Only admins can edit the Standard view.

  • There's no limit on how many Team or Specific-user views can exist, but each requires deliberate assignment.

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