---
title: "Candidate Types and Instructions"
slug: "candidate-types-and-instructions"
updated: 2025-10-05T06:57:07Z
published: 2025-10-05T06:57:07Z
---

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

# Candidate Types and Instructions

Abstract

Product: **Workbench**

### Manage Candidate Types and Instructions

- You can create candidate types that are tailored to your organization’s needs. Perhaps you consistently hire interns or support staff to the degree that warrants a special category candidate type.
- Standard candidate type names cannot be modified, inactivated, or deleted.
- Configurable candidate types cannot be inactivated or deleted, only modified.
- There is no limit to the number of configurable candidate types, but it is recommended that the number not exceed 200.
- Custom candidate types must have a unique name within the languages of your company’s BrassRing locales.
- Troubleshooting tip: When a user, in a newly created User Type, reports that the candidate Quick Search in BrassRing is not available, it is likely that their User Type does not have access to search candidates in any candidate type. To resolve, edit a candidate type and select the **User Type** in the **Associate with these user types field**.
- **Build 19.07.15**. For more information on configuring the Add Candidate Standalone Gateway Questionnaire, see [Configure the Add Candidate Standalone Gateway Questionnaire](/v1/docs/configure-the-add-candidate-standalone-gateway-questionnaire).

![image001.JPG](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/431b34ff-3546-4bf7-bf12-5e52e6f51c9a.jpg)

### Relevant eLearning

[![Icon2.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/f4de392e-beac-473c-b3aa-6d42e745b542.jpg)](https://media.brassring.com/training/Workbench/Sims/31CandTypes/story.html)

### Process

#### Adding a New Candidate Type

1. Select Tools → Settings → Candidate Types.
2. Select Actions → Add new candidate type.
3. Insert the**Candidate type name**. If your organization has purchased multiple languages, select the plus sign to enter translations for the candidate type name. Candidate type names are limited to 75 characters.
4. Select the **BrassRing User Types**to have search privileges associated with the candidate type, by using the**Associate with these user types** field.
5. For the **Associate with these source codes** field, enter any **source codes** that should be associated with the User Type. If you need to add multiple source codes, select **List**, and select the **source codes**.
6. For the **Allow this Candidate type to be changed by new Talent Gateway and Candidate Import submissions**field, identify if this candidate type is to be changed when the candidate applies for a req through a **Talent Gateway** or through **Candidate Import Submissions**.
7. Select **Save**.

#### Edit a Candidate Type

1. Select Tools → Settings → Candidate types.
2. Select **the Edit icon**for the candidate type to be edited.
3. Select **Save**.

#### Add Candidate Instructions

1. To set instructions to appear on the**Add Candidate** page, select Tools → Settings → Instructions → Add Candidate/ Contact list page instructions.
2. Insert the instructional text as needed.
3. Select **Save**.
