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Getting started: how to set up your new Rectxt team
Getting started: how to set up your new Rectxt team

Follow these steps to set up your shiny new Rectxt team account.

Brian Thompson avatar
Written by Brian Thompson
Updated over a week ago

Congratulations and welcome to Rectxt! We're happy that you're here πŸ™‚

Simply follow these steps to get the rest of your team account set up and integrated with your ATS:


1) Go to Rectxt.com and click 'Login' to create your account with the username and password that we provide you


2) Select how texting seats you'd like to add to your team and enter your credit card details.

Note: if you want to do invoicing (Annual plans only) please reach out to brian@rectxt.com


3) Pick a phone number by entering your area code

If you don't plan on using one of your texting seats then click 'Skip for now'


4) Download the Rectxt Chrome extension

You can also skip this step if you don't plan on texting with candidates


5) Integrate your account with your ATS


6) AFTER YOU HAVE INTEGRATED YOUR ACCOUNT - Invite your team members via the 'Team' tab and clicking 'Send invite'.

IMPORTANT: make sure you use the EXACT email address of each of your team members and check for any spelling mistakes.

To invite new team members simply navigate to the Team tab and click on the 'Send invite' button where you can add your team members 1 at a time via email:

The new team member will receive an email notifying them that they've been invited to join your Rectxt team with a link to create their account and pick their texting number. Once the new team member finishes creating their account it will be displayed in your team list.

IMPORTANT NOTES:

  • sometime these emails go to junk/spam folders so ask your recruiters to check these folders if they don't see the invite.

  • Once each recruiter has been invited they don't technically need to receive the email before they can join. As long as the email address matches the email address in your Team tab then they can create their account and they will automatically join your team.

You can also purchase new seats and remove unused seats as your team expands or contracts over time.


7) Share the appropriate link from the list below with any team members that you have invited


8) Book your group training by using our calendly link.

If you run into any issue you can always click on the help bot at the bottom right of the Account Settings page

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