Leadline Docs
Brands

Set Default Brand

Overview

This playbook covers how to set a Default Brand for newly created Positions in Leadline — both for Positions created manually within the interface and for Positions created via ATS Integration sync. You must be a Company Administrator to complete this action.

Note: Contact your Company Administrator for access to the Admin Hub if you require permissions to set a Default Brand within your organization.

→ See 132 - Brands for full product knowledge on Brands and how Default Brands work.


Method 1 — Set a Default Brand for Positions Created in Leadline

  1. Navigate to Admin Hub > Organization Information > Brands.
  2. Within the table, locate the Brand you wish to set as the Default.
  3. Click the "Actions" button in the last column of the table to display a dropdown menu.
  4. Click "Set as Default".
  5. A "Default" tag will appear next to the Brand name in the table confirming it has been set as the Default.

The selected Brand is now the default value automatically pre-selected when creating new Positions within the Leadline interface.


Method 2 — Set a Default Brand for Positions Created via ATS Integration Sync

  1. Navigate to Admin Hub > Integrations.
  2. Locate your connected ATS Integration and click the Integration Settings icon (gear icon on the card).
  3. Navigate to the Job Sync Settings tab within the drawer.
  4. Locate the "Automatically Assign Brand" input.
  5. Use the select input to choose the Brand you want to automatically assign to all Positions created via the ATS Integration sync.
  6. Click the "Save" button at the top right of the drawer.

The selected Brand is now automatically assigned to all new Positions created from the connected ATS Integration sync.

Note: Unless configured manually after the initial ATS Integration setup, the Default Brand set in Method 1 will be used as the default for Positions created from connected ATS Integrations.


132 - Brands — Full product knowledge on Brands including how Default Brands are assigned during Position creation 102 - Admin-Hub — Learn about the Admin Hub and how to access the Brands and Integrations sections 120 - ATS-Integrations — Learn about ATS Integrations and how Brands are assigned to synced jobs 124 - User-Roles — Learn about Company Administrator access required to set a Default Brand 401 - Create-Position — Instructions for creating a Position in Leadline

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