Create a new Contact

Getting started

Prerequisites: Before you begin, ensure that you have the necessary permissions to create new contacts within Aura ATS. Contact your system administrator if you require access or assistance.

Step 1: Accessing the Contacts Module

  1. Log in to your Aura ATS account using your credentials.
  2. Navigate to the main dashboard and locate the "Contacts" or "Candidates" tab.

Step 2: Initiating the Contact Creation Process

  1. Click on the "Add New Contact" or a similar option to start the creation process.
  2. You may be prompted to choose the type of contact (e.g., Candidate, Client) you are creating.

Step 3: Contact Information

  1. Fill in the required fields, including but not limited to:
    • First Name
    • Last Name
    • Email Address
    • Phone Number
  2. Optional: Provide additional information such as address, LinkedIn profile, or any custom fields relevant to your organization.

Step 4: Customizing Contact Settings

  1. Configure specific settings related to the contact, such as privacy options, communication preferences, or access controls.

Step 5: Adding Tags or Categories (Optional)

  1. Categorize the contact by adding tags or placing them in specific categories to facilitate easy organization and retrieval.

Step 6: Adding Notes or Attachments (Optional)

  1. Include any relevant notes or attachments associated with the contact to provide additional context for your team.

Step 7: Save and Review

  1. Review the entered information to ensure accuracy.
  2. Click "Save" or a similar option to create the new contact in Aura ATS.

Step 8: Confirmation

  1. Upon successful creation, you should receive a confirmation message.
  2. Access the newly created contact profile to verify details and make any necessary adjustments.

Conclusion: Congratulations! You have successfully created a new contact in Aura ATS. For any additional assistance or inquiries, refer to the comprehensive help documentation, contact our support team, or explore other features within the system to enhance your recruitment and sales experience. Aura ATS is here to empower you in managing your contact information efficiently.