> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recruitier.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Settings

> Manage your personal profile, business details, and account goal to keep your Recruitier experience tailored to your workflow.

## Overview

The Settings page is where you manage your personal profile and business information in
Recruitier. This information is used across the platform -- in outreach messages,
invoices, team profiles, and AI-generated communications. Keeping it accurate and up
to date ensures smooth communication and correct billing.

To access your settings, click on your profile icon in the bottom-left corner of the
sidebar and select **Settings**. The settings page is a single scrollable page organized
into sections, with your profile information and password settings on the left side, and
integrations, data management, notifications, language, and onboarding on the right side.

## Personal Information

The personal information section contains your basic profile details:

### First Name and Last Name

Your name as it appears throughout the platform. This is used in:

* Your team profile (visible to agency admins and members)
* AI-generated outreach messages when personalization is enabled
* Internal activity logs and search attribution
* Email signature references

To update your name, edit the fields and click **Save Changes**. The change takes effect
immediately across all new outreach messages and team views.

### Email Address

Your registered email address. This is the email you use to log in and where you
receive system notifications, invitation links, and password reset emails.

<Note>
  Your email address serves as your unique identifier in Recruitier and is displayed
  as read-only on the settings page. It cannot be changed through the settings
  interface. Your connected email provider (Gmail/Outlook) for outreach is separate
  from your login email.
</Note>

### Phone Number

Your contact phone number. This is optional but recommended if you use phone
outreach features or want your number included in AI-generated messages. Your phone
number may be included in outreach templates or email signatures if you configure
them to include it.

## Business Details

The business details section captures information about your recruitment company.
This information is used for invoicing and helps Recruitier tailor the experience
to your business context.

### Company Name

The name of your recruitment firm or business. This is displayed in:

* Your profile within the agency (if applicable)
* Invoice headers and billing documents
* AI-generated outreach signatures (if configured)
* Pitch deck references

<Warning>
  If you leave the company name empty and attempt to send outreach, the AI omits
  the company reference from generated messages. This makes your outreach appear
  less professional. Fill in your company name before launching any campaigns.
</Warning>

### BTW Number

Your BTW (belasting over de toegevoegde waarde) number, which is the Dutch VAT
registration number. This is recommended for proper invoicing within the Netherlands
and the EU. Enter your BTW number in the standard format (e.g., NL123456789B01).

<Tip>
  If you are a freelance recruiter operating as a ZZP'er, you still need a BTW
  number for invoicing purposes. Contact the Belastingdienst if you are unsure
  about your registration. Your BTW number appears on all invoices generated after
  you add it.
</Tip>

### Address

Your business street address. This appears on invoices and official communications.

### City

The city where your business is located.

### Zip Code

Your postal code (postcode). Enter it in the standard Dutch format (e.g., 1234 AB).

### Country

Your business country. Defaults to the Netherlands but can be changed if your
business is registered elsewhere.

## Account Goal

The account goal tells Recruitier how you primarily use the platform. This setting
influences which features are highlighted in your dashboard, the order of quick action
buttons, and how the onboarding experience is tailored.

Available goals:

| Goal                      | Description                                                                                                                      |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Candidate Placement**   | You primarily search for jobs to place your existing candidates. The platform focuses on job search and matching features.       |
| **Business Development**  | You primarily search for new client companies that need recruitment services. The platform emphasizes client discovery features. |
| **Speculative Placement** | You combine candidate placement with proactive company outreach. Both job search and client discovery are equally emphasized.    |
| **Job Marketing**         | You market specific job openings and need to find suitable candidates. The platform focuses on candidate sourcing and outreach.  |

You can change your account goal at any time. Changing it adjusts the onboarding
checklist steps and AI message generation but does not remove access to any features.
All features are always available regardless of your goal.

## Data Management

The account settings page also provides access to data management options:

### Restore Deleted Items

If you have soft-deleted searches, companies, or jobs, you can restore them from the
data management section. Soft-deleted items are not permanently removed immediately --
they can be recovered within a grace period.

### Restart Onboarding

The onboarding section shows your current onboarding progress percentage and whether
onboarding is completed or in progress. Click **Restart Onboarding** to reset all
onboarding steps and progress. This does not affect your existing data, account goal,
or previously awarded credits -- only the onboarding tracking state is reset.

## Saving Changes

After making any changes to your account settings:

1. Review the updated fields to ensure accuracy
2. Click the **Save Changes** button at the bottom of the form
3. A confirmation message appears when your changes have been saved successfully

Changes take effect immediately across the platform. Recruitier uses sparse updates,
meaning only the fields you changed are sent to the server. This prevents accidental
overwrites if you only intended to update one field.

<Info>
  Your email address is read-only and cannot be changed from the settings page. All
  other fields can be updated and saved at any time.
</Info>

## Best Practices

* **Keep your information current** -- If your company moves offices or you change
  phone numbers, update your settings promptly. Outdated information can cause
  issues with invoicing and outreach credibility.
* **Use your business email** -- Register with a professional email address that
  matches your company domain. This builds credibility when sending outreach.
* **Set your account goal** -- Even if you do multiple things, choose the goal that
  best represents your primary activity. You can always change it later.
* **Complete all fields** -- While some fields are optional, filling in all your
  business details ensures invoices are correct and saves you from having to
  update them later.
* **Review before outreach** -- Before launching your first outreach campaign,
  verify that your name, company name, and phone number are all correct. These
  fields appear in AI-generated messages.

## Advanced

### Sparse Update Mechanism

When you save account settings, Recruitier only sends the fields that have actually
changed. This "sparse update" approach has several benefits:

* Reduces the risk of overwriting data if your session has stale values
* Improves performance by minimizing payload size
* Prevents conflicts when multiple fields are managed by different parts of the UI
* Works well in agency settings where multiple users may update their profiles
  simultaneously

If a field has not been modified, it is excluded from the update request entirely.

### Profile Data Flow

Your profile data is used in multiple systems across Recruitier:

| System                | How It Uses Your Profile                               |
| --------------------- | ------------------------------------------------------ |
| **Message composer**  | Injects name and company into AI-generated outreach    |
| **Signature handler** | References your name and phone for email signatures    |
| **Invoice generator** | Uses company name, BTW number, and address for billing |
| **Team dashboard**    | Displays your name and role in the agency member list  |
| **Activity logs**     | Attributes searches, saves, and outreach to your name  |

### Goal Change and Onboarding

When you change your account goal:

1. The 3 goal-specific onboarding steps update immediately to match the new goal
2. Steps you already completed for the previous goal are preserved in the system
3. AI-generated outreach messages adjust their tone and approach to the new goal
4. No data is deleted or hidden -- all features and data remain accessible

## Related

* [Setting Up Your Profile](/getting-started/setting-up-your-profile)
* [Choosing Your Goal](/getting-started/choosing-your-goal)
* [Password & Security](/settings/password-security)
* [Email Connections](/settings/email-connections)