Getting Started for Admins

Welcome to Lavalier! As an account owner, a little setup up front gets your whole team recording, transcribing, and giving structured feedback from day one. This guide walks through the four steps to stand up your account—each links to a full guide if you want more detail. You can come back here anytime.

Before you start: These steps are for an account Owner setting Lavalier up for the team. Once your account is ready, point your recruiters to Getting Started for Recruiters and let them enable your hiring managers from there.

Step 1: Set Up Your Company OS

Your Company OS defines who your company is and how you hire. It flows throughout Lavalier, so it's the foundation everything builds on—your default interview stages, hiring rubrics, intake questions, and candidate consent all live here.

1. Open Company OS from the left navigation.
2. Search for your company to auto-fill your logo and basic details.
3. Work through the sections, clicking Edit on each. Changes save automatically.

Full Company OS guide →

Step 2: Invite Your Team

Add the people who'll use Lavalier and set what each can access.

1. Go to Settings → Users & Invites.
2. Click Invite People, enter email addresses (up to 50 at once), and choose a permission level:
   • Owner — Full account control, including billing, integrations, and user management.
   • Recruiter — Manage users and access all roles, candidates, and interviews.
   • Team Member — Access only the interviews they're part of.
3. Click Send Invitation.

Full user management guide →

Step 3: (Optional) Set Up Single Sign-On

If your company uses an identity provider, you can let your team sign in with SSO and provision accounts automatically.

• Single sign-on (SAML 2.0) — Owners configure it under Settings → SSO & Provisioning. New users are created automatically the first time they sign in. SSO guide →
• SCIM provisioning — On the same page, connect SCIM so your identity provider creates, updates, and deactivates users for you. SCIM guide →

Note: SSO is part of your plan. If you're an owner and don't see SSO & Provisioning in Settings, contact Lavalier support.

Step 4: Connect Your ATS

Connect your applicant tracking system so your open roles, candidates, and resumes sync into Lavalier automatically. You can connect one ATS at a time.

• Greenhouse — Greenhouse setup guide →
• Ashby — Ashby setup guide →

Interview feedback is always entered and stored in Lavalier; from a synced interview, you can deep-link out to the matching record in your ATS.

Tip: Even with an ATS connected, have your team connect their calendars too (a quick per-user step). Your ATS syncs the interviews it knows about, but a connected calendar lets Lavalier also join and record interviews that aren't scheduled through your ATS—like an early phone screen. See Connecting Your Calendar.

What's next?

Your account is ready—now get your team going:

• Getting Started for Recruiters — Share this with your recruiting team so they can create roles, add candidates, and run interviews
• Connect your calendar — A per-user step your team does themselves so scheduled interviews show up automatically
  
  

Questions? Reach out to Lavalier support anytime, or explore the knowledge base for detailed guides on every feature.