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  4. Sourcing Automation

Send on behalf of permission management

Permissions: Job Admin and above with a Sourcing Automation seat

Product tier: Available for all subscription tiers with the Sourcing Automation add-on

Note: If you're trying to send emails on behalf of another person but don't see their name as an option in the From dropdown, send this article to them so they can grant you access.

Sourcing Automation users can send campaign pool emails on behalf of other users in your organization or on behalf of an email alias. You'll need to set up the correct permissions to send emails on behalf of another user or an email alias.

In this article

Allow users to send step emails on your behalf

You'll need to grant access to other Sourcing Automation users for them to send campaign step emails on your behalf. Follow the steps below to set up this permission:

Confirm your Sourcing Automation setup

Confirm that you've been granted a Sourcing Automation seat and that your email is authenticated. Users can only send emails on behalf of other authenticated seat members.

Grant access to send emails on your behalf

Next, specify which users should have access to send emails on your behalf.

Click your initials in the top-right corner of your Greenhouse Recruiting dashboard and select Account Settings from the dropdown.

Greenhouse Recruiting my dashboard with user initials and account settings dropdown option highlighted

Navigate to Personal Settings, then scroll to the Email Permissions section.

Account settings personal settings tab open with email permissions section highlighted in marigold

Select one of the following permissions:

  • Allow anyone with job or site admin permissions to send emails from my address
  • Allow only specific people to send emails from my address

If you limit permission to specific users, select their names from the dropdown menu. Users granted permission to send emails from your address will appear below the dropdown field.

Email permissions section on the account settings page with allow only specific people to send emails from my address permission selected and highlighted

Your changes will be saved automatically.

Once you've granted permission to send emails on your behalf, your email will appear in the From dropdown any time an authorized user configures senders for a campaign pool step. 

From field in campaign pool step creation with send on behalf of authorized senders highlighted

Remove a user's permission to send on your behalf

You can also remove access for users who you've previously granted permission to send on your behalf.

Navigate back to Account Settings > Personal Settings and scroll to the Email Permissions section.

Hover over the user's name and click Remove.

Email permissions section on the account settings page with send on behalf of authorized user hovered over and remove button highlighted

Your changes will be saved automatically.

Note: If a campaign owner's permission to send on your behalf is removed before a step email is sent, the campaign will pause until the sender is updated for that step. Greenhouse Recruiting will notify the campaign owner by email if this error occurs.

Send on behalf of an email alias

Sourcing Automation users also have the option to send campaign step emails on behalf of an email alias.

In order to use this feature, a Sourcing Automation admin will need to turn on the correct permission policy. In addition, your email alias will have to meet specific requirements to work with Sourcing Automation.

Learn more about sending campaign pool emails on behalf of an email alias.

Note: Sending on behalf of email aliases is available for Gmail accounts only. Aliases created with other email service providers are not supported at this time.