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Getting Started

This guide walks you through the real Lynx workflow: create your workspace, create a role, invite your client, add candidates, and submit them for review.

Quickstart checklist

  1. Create your workspace
  2. Invite your internal recruiting team
  3. Add your client (optional, recommended)
  4. Create a job role and add the job description
  5. Invite the client team members to the role
  6. Add candidates (resume + notes)
  7. Submit candidates for client review
  8. Use messaging to keep decisions and feedback in one place

1) Create your workspace

When you first sign in, Lynx will guide you to create a workspace. Your workspace holds your job roles, candidates, clients, and members.

  • Enter your name and your company name
  • Create the workspace to enter the application

2) Invite your internal recruiting team

Invite the teammates who should work inside your Lynx workspace. Owners and Admins can manage settings and users; Users typically work on assigned job roles.

  • Go to Settings → Allowed Users
  • Invite by email and choose the appropriate role

Lynx also supports Contributors, who are typically client users with scoped access. Contributors are usually added directly on a job role so their access is limited to that role.

3) Add your client (optional, recommended)

You can manage clients in a dedicated client list, then attach a client to a job role.

  • Go to Clients
  • Add the client name and a short description

4) Create a job role

Job roles are the organizing unit in Lynx. Each role has a pipeline (stages), a general chat, assigned team members, and a set of candidate submissions.

  • Go to Job Roles
  • Click Add Job Role and fill in the role details

Upload the job description and extract structured info (optional)

Lynx can extract structured fields from a job description file to help you populate the role information faster.

  • Open the role, then go to Settings
  • Upload the job description file
  • Click Extract to pull structured fields from the file

5) Invite client team members to the role

Client access is configured per role, so you can invite the right stakeholders for each search.

  • Open the role, then go to Settings → Hiring Team
  • Under Client Team Members, click Invite and enter their email
  • Click Save to persist the role's hiring team

6) Add candidates (resume + notes)

Candidates live inside a role. You can add candidates by entering their information and uploading a resume (or pasting resume text). Lynx will store the resume and can format it for readability.

  • Open a role
  • Click Add Candidate
  • Fill in candidate details and attach a resume (or paste resume content)

Generate a candidate summary (optional)

On the candidate profile, you can generate an AI-powered summary and recruiter notes using context such as the job description, resume, and recruiter notes.

  • Open the candidate profile
  • In Summary, choose to generate content or write it manually
  • Save the generated summary when you’re happy with it

7) Submit candidates for client review

In Lynx, a candidate typically starts in Pending Submission. When you’re ready to submit, move the candidate forward to Submitted. This is the point at which the client should review, comment, and make a decision.

  • Open the candidate profile
  • Use the decision/actions area to Move Forward from Pending Submission to Submitted
  • Choose who to notify and customize the notification message before confirming

8) Keep communication organized (role chat + candidate chat)

Lynx includes real-time messaging in two places:

  • Role chat: general discussion about the search (timeline, calibration, context)
  • Candidate chat: candidate-specific discussion tied to the candidate profile

Next steps