Settings & Set-Up

Helpful tips, tricks, and guides to set up your account and make the most of the DriverReach platform.

• Domain Authentication
• How to create a saved view (by lead source)
• Working with Saved Views: QuickStart Video Guide
• Ordering a Background Check and Setting Up Background Check Providers
• Understanding Roles and Notifications
• Adding a User
• Add User Signature
• Changing Your Password
• Creating an Email Signature
• Setting Up ACH Payments
• Viewing Billing Statements and Purchasing SMS Credits
• Integrating with Vertical Alliance
• Vertical Alliance Integration: QuickStart Video Guide
• Integrating with Zapier
• Adding or Editing a Location
• Creating Application Links
• Pin an Activity on the Activity Timeline
• Explaining the Recruiting Manager Report
• Bell Notifications: QuickStart Video Guide
• Adding or Removing Users from a Round Robin Assignment: QuickStart Video Guide
• Authenticated Domains: Log email responses using the BCC or Forward email address feature