Breezy’s Data Manager is where you can manage candidate and position tags and candidate sources.
Admin permission is required to manage tags and sources
In this article:
How to manage tags and sources
Admin permission is required to access the Data Manager. You can save up to 250 tags and 250 sources, and can lock settings so only admins can add new tags and sources.
Creating tags and sources
Click the gear icon ⚙️ in the left sidebar.
Hover over Recruiting Preferences and click Data Manager.
Click the text box under Manage Tags or Manage Sources.
Enter the name of the new tag you’d like to create, up to 256 characters.
Click Create new tag or Create new source.
Click Save Changes.
Note: If your lists exceed the limit of 250 tags or sources, you’ll need to delete enough entries to bring the list below the maximum before creating new ones.
Deleting tags and sources
Click the gear icon ⚙️ in the left sidebar.
Hover over Recruiting Preferences and click Data Manager.
Click the text box under Manage Tags or Manage Sources.
Enter the name of the tag you'd like to delete and click Delete.
Click Save Changes.
Note: When you delete a tag in the Data Manager, it’s deleted across the entire Breezy account and removed from candidate profiles, but will still be reflected in historical reporting data. If you just want to remove a tag or source from one candidate, you can do that from their candidate profile.
Locking tags and sources
By default, Hiring Managers can create new tags and sources for positions and candidates they’re assigned to. These tags and sources are saved across the Breezy account so other Hiring Managers can use them, and they count toward the limit of 250 tags or sources. Users won’t be allowed to create new tags if the limit has been reached.
If you’d like to standardize tags and sources and prevent users from creating new ones, you can lock them in the Data Manager. Locking tags and sources limits users to choosing from a list maintained by admins.
Tag and Source locking is available to customers on Business and Pro plans
To lock tags or sources:
Click the gear icon ⚙️ in the left sidebar.
Hover over Recruiting Preferences and click Data Manager.
Scroll to Manage Tags or Manage Sources and click the Lock toggle.
When tags and sources are locked, only admins can add new tags in the data manager.
