Pre-fills at the bottom of every text you send from the portal (editable per message), so candidates know who's texting.
Email signature
Goes on the emails you send from the shared inbox. Separate from the text one on purpose — this is where a title, a phone number and a logo belong.
How you place calls
What happens when you press Call anywhere in the portal. Answering an incoming call still needs a RingCentral seat — that one has no workaround.
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RingCentral
Link your own RingCentral login so portal texts send as you, from your number.
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Zoho API identity
Zoho's API-usage dashboard lists several callers as "self client".
This is the user and org our token authenticates as — match it to the User column to find our row.
Platform
Only show my organization's data
You're NDP platform staff, so clients, orders and candidates from
every organization show up in your lists, counts and search by default. Turn this
on to work in just your own — then turn it off when you need to troubleshoot
something across the platform.
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Off by default. The menu says My org only either
way, so you can always see that you're scoped.
This changes what you can SEE, not what you can DO. Your platform
powers are untouched: you can still administer users, roles, markets and module access,
and still read and change the feedback board, in every organization. Only the data in
your lists, counts and search is narrowed — to exactly what you'd see if you
weren't platform staff.
With the banner off, the menu still shows My org only under the NDP
logo for as long as this is on — so a short list never reads as a broken portal.