After inviting your team members to join Ezekia, you can help get them started by sending them a Welcome Email similar to the following:
Hello team,
As you may know, we are trialling Ezekia as our new combined CRM/ATS platform. You should have received a separate invitation email from Ezekia by now. Please click the link in that email to activate your account, then log in here: www.ezekia.com/login
There are just three things you need to do to get fully set up:
- Set up Two-Factor Authentication: You will be prompted to do this when you first log in. This is normal practice as with other systems, but the steps are outlined here: Ezekia 2FA
- Connect your Outlook account: This syncs your (candidate and client) emails and calendar with Ezekia. Please click here to see how to integrate your Outlook.
- Install the browser extension: This allows you to import people directly from LinkedIn into Ezekia. Please click here for the procedure to install the Ezekia browser extension.
Once you have done these, please let me know. I am aiming to have everyone set up by end of next week so we can get training arranged for the team shortly after.
If you run into any issues, you can find Ezekia's full FAQ library here or by clicking the three-line icon in the top right corner and selecting Help, or contact their support team at support@ezekia.com.
Kind regards,