Getting started
Default pipeline stages
Set the default candidate stages applied to every new form in your workspace.
What it is
Your workspace has a set of default stages that are added to every new form when it's created - by default New, Shortlisted, and Archived. Editing them here changes the starting pipeline for future forms (it doesn't rewrite existing forms).
Set them
- Go to Settings → Workspace defaults → the Stages row ("Every time a new form is created, these stages will be added by default").
- Click Manage to open Default stages.
- Add, rename, reorder, or remove stages. New stays first and Archived stays last.
Notes & limits
- Default stages apply to new forms only - existing forms keep their own stages.
- To change the stages on a specific form, do it on that form's Responses page - see Stages.
- Admins manage default stages.
Members, roles, and permissions
Invite teammates to your workspace, choose their role (Admin, Member, or Referrer), and understand what each role can see and do - plus form-level access, field protection, and plan-gated features.
Set up your public page
Set up your workspace's public page - choose its link/handle, control which forms appear, customize it, and share it with candidates.