Open Settings to view your account details and available integrations. The tiles you see depend on your company’s setup and your permissions.
Account and team settings
For user names, company brands and permissions, see View and Manage Users. Team membership and manager access are covered in Create and manage teams.
Connect an integration
Open the relevant email, CRM, WhatsApp or Microsoft Teams tile and follow its connection steps. If a tile is missing or requests admin approval, contact your company’s admin.
For email sync and visibility controls, see Emails in TalentLynk.
Manage CRM activity syncing
Admins can review the connection and available sync controls in Settings → your CRM. Settings apply to the whole organisation.
To change the available activity/action types, an admin needs access in both systems. Add or update the types in the CRM first, then refresh its settings page in TalentLynk to load them.
An activity is missing from the CRM
Check the CRM connection in Settings. Reconnect if the page asks you to.
Confirm that the call or note is linked to the intended CRM record.
Check its activity/action tag and your organisation’s sync settings. If automatic syncing is disabled, use the item’s manual activity controls.
Refresh the CRM’s notes/activity panel and check the record again.
If it is still missing, contact support with the TalentLynk item, CRM record and any error shown. If there was a recent service disruption, notes may need to be synced manually from TalentLynk.