---
title: "Configure Agency Manager Site, Client Settings and Communication Tokens"
slug: "configure-agency-manager-site-client-settings-and-communication-tokens"
updated: 2024-03-07T12:30:46Z
published: 2024-03-07T12:30:46Z
---

> ## 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.

# Configure Agency Manager Site, Client Settings and Communication Tokens

Abstract

Product: **Workbench**

### Process

#### Configure the Agency Manager site

1. In Workbench, Select Tools → Agencies.

![The Agency Window](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/af6a8b69-3c61-4561-b4ac-2ad28e77620d.jpg)
  - Select the **Agency Manager name** to view the Agency Manager settings.
  - Select **Launch Agency Manager**to open the Agency Manager.
  - Select the **Edit Agency Manager pencil** to edit the Agency Manager. The **Edit Agency Manager** window is used to configure the general settings, user interface, and system notifications.

![The Edit Agency Manager window](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/0b6605e0-8bc5-457d-80d8-b87402608ee8.jpg)

#### Configure Agency Manager client settings

1. In Workbench, Select Tools → Agencies.
2. Select **Agency Manager client Settings.**
3. The **Agency client settings** window opens.

![The Agency client settings window](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/216e8afb-2078-4895-a051-09f6b585de7a.jpg)
4. Configure the **General, Referral expiration, Candidate rights, New req,** and **HR status** Agency client settings as needed.

### Agency Manager Communication Tokens

These tokens can be added to standard communications that come from Agency Manager.

To add tokens, select Tools → Agencies. Select **Edit Agency Manager** and add the token to the tab and field as needed.

#### MAIN tab

Welcome text field

- [Agency Contact FN]
- [Agency Contact LN]
- [Agency Contact Email]
- [Agency Name]
- [Date]
- [Client Name]

#### CONFIRM tab

Message text field

- [Agency Contact FN]
- [Agency Contact LN]
- [Agency Contact Email]
- [Agency Name]
- [Candidate Address1]
- [Candidate Address2]
- [Candidate City]
- [Candidate Email]
- [Candidate FN]
- [Candidate Home Phone]
- [Candidate LN]
- [Candidate State]
- [Candidate Zip]
- [Client Name]
- [Date]

#### DUPLICATE tab

Send notification with the following default information – Text field

- [Agency Contact FN]
- [Agency Contact LN]
- [Agency Name]
- [Job Title]
- [Autoreq]
- [Candidate FN]
- [Candidate LN]
- [Candidate Home Phone]
- [Candidate Email]

Send notification with the following default information – Subject field

- [Job Title]
- [Autoreq]

#### RETRACT tab

Retract email text field

- [Agency Contact FN]
- [Agency Contact LN]
- [Agency Contact Email]
- [Agency Name]
- [Candidate Email]
- [Candidate FN]
- [Candidate LN]
- [Job Title]
- [Autoreq]

#### ELINK tab

Send notification with the following default information – Text field

- [Agency Contact FN]
- [Agency Contact LN]
- [Agency Contact Email]
- [Agency Name]
- [Loopstart]
- [Job Title] ([Req ID])
- [Loopend]

Candidate e-mail notification message subject link field

- [AGENCYCONTACTFN]
- [AGENCYCONTACTLN]

Candidate e-mail notification message field

- [CandidateFN]
- [CandidateLN]
- [AGENCYCONTACTFN]
- [AGENCYCONTACTLN]
- [AGENCYNAME]
- [REFERREDTOJOBSMSG]
- [JOBSAPPLIED]
- [QUESTIONSLINKSTART]
- [QUESTIONSLINKEND]

Decline privacy policy e-mail subject line field

No tokens available

Decline privacy e-mail message field

- [CandidateFN]
- [CandidateLN]

### Agency Manager Client Settings Tokens

To add tokens, select Tools → Agencies. Select**Agency Manager Client Settings** and add the token to the tab and field as needed.

#### REFERRAL EXPIRATION tab

Send notification with the following default information – Text field

- [Expiration Days]
- [Candidate FN]
- [Candidate LN]

Send notification with the following default information – Subject field

- [Candidate FN]
- [Candidate LN]

#### CANDIDATE RIGHTS tab

Send notification with the following default information – Text field

- [Candidate FN]
- [Candidate LN]

Send notification with the following default information – Subject field

- [Candidate FN]
- [Candidate LN]

#### NEW REQ tab

Send notification with the following default information – Text field

- [Agency Contact FN]
- [Agency Contact LN]
- [Agency Contact Email]
- [Agency Name]
- [Client Name]
- [Site Name]
- [Job Title]
- [Autoreq]
- [Date]
- [Job Title]
- [Req ID]

Send notification with the following default information – Subject field

- [Client Name]

#### HR STATUS tab

Send notification with the following default information – Text field

- [Candidate FN]
- [Candidate LN]
- [Candidate FN]
- [Candidate LN]
- [Job Title]
- [Autoreq]
- [Old Mask]
- [New Mask]

Send notification with the following default information – Subject field

- [Candidate FN]
- [Candidate LN]