If you've been assigned as a Project Manager on a project in Wamly, you may have noticed things look a little different. Don't worry, we've got you covered. This guide will walk you through your new experience so you can get straight to doing what you do best: launching projects and driving your hiring pipeline.

But first, a bit of context.

Have you heard about Permissions?

Wamly now gives your organisation complete control over what each person in the system can see and do. Permissions are essentially actions, like the ability to:

• View
• Create
• Edit
• Delete

Your organisation admin controls all of this. Want the full picture? Check out the Permissions How-To Guide for a deep dive.

A note on restricted access

If you ever come across a feature or section you can't access, that's your permissions doing exactly what they're supposed to do. It's not a system error, it's your organisation's access settings at work.

If you feel you need access to something that's currently restricted, reach out to your organisation admin and let them know. They'll be able to review and grant the appropriate permissions on their end.

What you'll see when you log in

Your admin has likely assigned you a Project Admin Seat and a Project Manager Role, which means your Wamly experience is focused on exactly what you need to manage projects.

When you log in, you'll notice the menu looks a little different from what you might expect. Some areas, like My Organisation, Billing & Usage, Reports, Users & Permissions, and Templates, will be visible but may be locked, depending on your permissions. That's completely intentional. Your admin manages those areas on behalf of your organisation.

Your Projects view

Click on Projects and you'll see a familiar view, all the projects you created ready to filter and browse with a +Add New button to kick-start your next project.

Your Upgraded Project Workflow

Click + Add New, fill in the required details on the modal, and click Create. Your draft project will automatically load and open to the Settings tab, the first of 10 tabs that guide your project setup.

Good news: Every tab features a Save Changes button, allowing you to save your progress and return to finish your setup whenever you need. We will also prompt you to save before navigating away, because we're helpful like that!

Settings

Manage your general project settings, candidate landing page, and intro videos all in one place.

Here, you can edit the required Project Name and Cost Centre fields as well as add optional details like Role Title, Summary, Location, and Compensation.

Attract

 Manage your Careers Page settings, toggle job board visibility, and share your project to a job board.

Here, you can toggle visibility for Wamlyjobs and preview how your role card will appear to candidates. You can also turn on your branded Careers Page to publish your project, with the flexibility to edit role card details in real time, if you have Project Settings Edit Permission.

Finally, select the external job boards where your project should be published. Because Wamly continuously updates our external integrations, we recommend checking with your Organisation Admin to see which active configurations are currently available for your team.

Emails

 Manage all project team notifications and candidate email communications in one unified view.

• Project Team Notifications: Stay aligned by opting to notify the project team when a candidate completes an application, or automatically notify the project admin once the team has rated a candidate.
• Candidate Communications: Select a custom invitation email template to greet your applicants (the default template will apply if none is selected). You can also enable automatic reminder emails to gently prompt candidates who haven't completed their applications yet.

Users & Access

Our newly added Users & Access tab provides visibility on all users who have access to a specific project.

For total clarity, we've split this into two categories:

• Project Team: These are your active contributors. You've specifically hand-picked these people to drive the project forward.
• Others with Access: These users have "Inherited Access." They can see the project by default due to their higher-level organisational roles.

If someone is missing, Project Managers can now grant users access directly to a specific project without them needing an organisation-level role.

• Click the Add to team+ button and select the user or group you want to include. Read the step-by-step guide on granting User Access here.
• Keep in mind that their global seat type will still act as the final boundary for what they can actually do.

Stages (Enterprise feature only)

With the new permissions system, each stage can have its own access rules, so you decide exactly who gets to see and work with candidates at every point in the process. This is exclusively available to our Enterprise clients. Read more detail about Automatic Assignment and Stage Roles and team access here.

Psychometrics

Nothing has changed here. You can still enable your chosen Psychometric Assessment in this tab. To read more about psychs click here.

Background Checks

Nothing new here either. Toggle all relevant Background Checks for your project in seconds. If you want to know more about Background Checks, click here.

Forms

The same Form setup remains. Edit your candidate form and save your changes. To learn more about forms, click here.

Skills Test

No changes were made to this tab. You can still enable a skills test on your project and select and manage relevant test settings including randomising questions and auto rejection rules. To read more about skills tests click here.

Video Interview

In this menu you will still be able to create your own set of questions or choose from a comprehensive example list of typical questions for a role type. You can also add new questions by clicking on the "Add Question..." option at the bottom of the question listing, exactly as before. For more information regarding Interview Guides click here.

Why can't I see this?

Hit a roadblock? If you can't access a specific feature or section, it just means your account doesn't have the required permissions yet. Because this is managed internally by your team, Wamly support can't unlock it for you. Please reach out to your Organisation Admin, they can update your permissions in just a few seconds!

Happy Hiring!

- The Wamly Product Team