How to Collaborate with Your Team in Beamery via the Tagging and Notification Functionalities

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When collaborating as a team within Beamery, we recommend creating notes and tagging colleagues to help you and your colleagues make smarter, more informed hiring decisions.

Tag Colleagues in Notes on Profiles

To add a note to a Beamery profile, click on the Notes tab within the profile. Click either the plus sign at the top right or the purple 'Add a note' button to begin creating a note for this profile.

To tag another Beamery user in the note simply type '@' followed by their name. Then, click on the user's name from the dropdown menu. Finish typing your note, and once it is complete, click Log Activity. This will log the note and notify your colleague that they have been tagged, via email and an in-app notification. 


You can also specify what type of activity and what activity tag your note should have by choosing "Type" at the top and then clicking on the drop-down menu under "Activity Tag". 



Your colleague will receive an email notification like the below example, letting them know that they have been tagged in a note on a specific candidate's profile. They can click the link in the email to go directly to that candidate profile in Beamery. 

In Beamery, your colleague will see an in-app notification as a number above the bell icon at the bottom left corner of the screen. Clicking on the bell icon will take your colleague to their notifications feed.



To edit, delete or reply to an existing note, use the controls in the top right of the note.