Settings in Spott

A guided tour of Spott’s Settings: where to change your profile, connect account integrations, manage calls, templates, branding, and invite team members.

Use Settings to configure how Spott works for you and, in some areas, for your whole organization. Below is where to find each control, matched to the tabs shown in your sidebar.

Preferences

Set your personal defaults.

• Default currency, prefilled when adding new currency fields

• Default Country code, default dialing code when adding new phone numbers

• Default AI language, language used for generated AI content

• Default distance Unit, used for location radius filters

• Toggle on Spell Check to enable default browser spell check for outgoing messages

• Time zone, used for calendar events and timestamps

• Date format, controls how dates are displayed

• Time format, 12-hour or 24-hour time display

• Time display, do you prefer timestamps to be displayed as relative or absolute?

• Set the first day of the week, for calendars

• Interface theme, switch between Light or Dark mode

Profile

Update how you appear in Spott.

• Profile picture – Upload your a rectangular profile picture

• Username – Your display name in Spott

• Initials – Shown as your avatar badge when no profile picture is set

Click Update profile to apply changes to your account.

Notifications

Control which events trigger notifications, so you stay informed without unnecessary noise. For each event type, you can choose to get notified directly in the app, via email, or both.

• Task notifications, alerts for task assignments, completions, and mentions

• Job notifications, updates about applications, comments, status changes, and new jobs

• Candidate notifications, alerts when candidate information is updated

Connected Accounts

Connect external tools so data flows into Spott.

• Outlook / Google – Sync email and calendar

• Email signature – Set a default signature for your mailbox

• Default sharing – Control whether colleagues see subject line and metadata or full email

• LinkedIn – Sync messages and connections

• Browser Extension – Import candidates from LinkedIn Classic, Sales Navigator, or Recruiter

• Scheduled Imports – View and import profiles through the extension

• WhatsApp – Sync WhatsApp messages

Each card shows the connection status, for example Connected or Not Connected.

Calls

Manage how Spott supports meetings, notes, and scheduling.

• Note Taker, by default it will automatically join online meetings from your connected calendar to record and transcribe conversations. The bot can also be scheduled to join meeting-by-meeting from the calendar. You can select the primary language for your meeting transcriptions.

• Mobile app, record in person meetings and manage notes using the Spott mobile app for iOS and Android

• Calendar scheduler, share a booking link so others can schedule meetings directly into your connected calendar. Customize your availability to determine when people can schedule meetings in your calendar.

• Phone Calls (for VoIP only), select your Aircall/Ringover number to enable click-to-call and link incoming calls to your account so they can be transcribed and summarized.

• Insights Template, customize or build templates - these are used by AI to transform meeting transcripts into valuable Insights. Configure Sections and define each section's desired format.

VoIP calling is available through the Aircall or Ringover integration.

Workspace settings

Workspace settings define how Spott behaves for your entire organization. Updates here apply to all users and shape both internal workflows and public facing experiences.

• General

  Control your organization’s core setup, including branding, public URLs, default currency, social links, and privacy policy.

• Stages

  Customize pipeline stages for Jobs and Speculative Presentations. These stages drive candidate flow, reporting, and analytics.

• Features

  Enable or disable workspace wide functionality such as enrichment, auto updating profiles, unified inbox, and outreach campaigns.

• Integrations

  Connect Spott to external tools like calling providers and job board distributors used by your team.

• Notes

  Create and manage note labels to keep feedback and internal notes organized across records.

Record settings

Record settings let you control which attributes exist on your core records and how they appear across Spott. These settings affect all users and define what data is captured, prioritized, and shown by default.

What you can manage

• Candidates

  Configure candidate attributes or create custom attributes tailored to your hiring process.

• Jobs

  Define and manage job specific attributes such as salary, location, contract details, and internal tracking fields used across pipelines and reporting.

• Companies

  Customize company attributes to track commercial details, ownership, subscriptions, and engagement data relevant to your workflow.

• Contacts

  Control contact attributes like role, department, communication details, and lifecycle information to keep relationship data consistent and structured.

• Placements

  Configure placement forms to define custom fields and layouts for your placements. Each template can have its own set of attributes and form layout (e.g. Permanent, Contract, Temp, Consulting). You can also create rejection labels to track and report on reasons why candidates are rejected.

Templates

Templates define the default email content used in your workspace.

From Settings → Templates, you can manage:

• Candidate Presentation Email, templates used to present a candidate via email

• Job Presentation Email, templates used to present a job or vacancy to a candidate

Click a template to edit it, or select Create new template to add a new one.

Admin settings

Admin settings are used to manage access, structure, and technical configuration of your workspace. These options are typically reserved for administrators.

• Users and teams

  Invite users, assign roles, and organize teammates into teams for clearer ownership and collaboration.

• API

  Create and manage API keys to securely access Spott data and build custom integrations, workflows, or applications.

  Refer to the API reference for available endpoints and usage examples.

• Webhooks

Configure webhook endpoints to receive real-time notifications when events occur in Spott. Here are the events we currently make available via webhooks: application.stage.moved, candidate.updated, placement.created, vacancy.stage.moved , candidate.created, candidate.deleted

• Billing

  Manage your subscription plan, seat usage, and credit balance. View current plan details, available credits, and purchase additional credits when needed.