Documentation

Getting Started

Everything you need to stand up a new Catalyst Engine workspace: create your account, add your first location, and bring your team on board.

Create your workspace

Go to catalystengine.com/register and fill in the sign-up form. Creating an account also creates your organization's workspace in the same step — you don't need a separate "create org" flow.

  1. 1Enter your Organization name.
  2. 2Enter your First name and Last name.
  3. 3Enter your Email and choose a Password.
  4. 4Click Create workspace.

You're signed in as that organization's first user, with the Organization Admin role — the only role that can manage org-wide settings.

Note

Joining an existing organization instead? Use the invite link your admin sent you — it takes you to the same form pre-filled with your organization and email, and the button reads Join workspace.

Add your first location

Every job, candidate, and employee in Catalyst Engine belongs to a location. Open the location switcher at the top of the sidebar and choose Create New Location.

  1. 1Click the Location dropdown at the top of the sidebar.
  2. 2Choose Create New Location.
  3. 3Enter a Location Name, City, and State.
  4. 4Click Create Location.
The Catalyst Engine dashboard with the sidebar location switcher open
The dashboard sidebar — the location switcher lives at the top, above the main navigation.

Invite your team

Go to Settings → Organization and find the Team access card.

  1. 1Click Add user.
  2. 2Enter their First Name, Last Name, and Email.
  3. 3Choose a Role: Organization Admin, Operations Admin, Hiring Manager, or Viewer.
  4. 4Pick which locations they can access.
  5. 5Click Create and invite.

They'll receive an invite email. Until they accept it, their row shows an Invite pending badge with a Resend invite button.

Tip

Not sure which role to pick? See the Roles & Permissions guide for exactly what each role can see and do.