Product tier: Available for all subscription tiers

Agency recruiters can submit candidates, view a candidate's stage information, and receive feedback about their submissions in the Agency Portal.

To access the following information, an organization must first invite you to submit prospects for their account. After you've been given access, you'll be able to access the Agency Portal.

Access the Agency Portal

After your organization invites you to share prospects as an agency recruiter, an email will be sent to the entered email address. Click the hyperlink in the email to get started.


On your first login, you'll be asked to create a new password. Enter and confirm your password, and click Register.


Navigate the Agency Portal

When you log into the Agency Portal, you'll see a list of organizations under the Clients tab. These are the organizations that have invited you to share prospects for their open jobs.


You can review the total jobs, candidates, and other information on the table.

When you're ready to view more detailed information about a client, select them from the list.

Note: You can quickly submit a new candidate to a client using the Submit Candidate button in the top right corner of the page.

View your jobs

When you select a specific client from the list, you'll be able to view the available jobs on the jobs tab.

To view the job description for the job, select it from the list.


To quickly see any candidates in a specific stage for the job, choose the column on the right side of the table.


Check on candidate status

You can view your submitted candidates for a specific client by selecting the Candidates tab. You won't be able to see this tab until you've selected a specific client.

All of your submitted candidates for the organization will display on the table, and you'll be able to see if the candidate is Active, Rejected, or Hired.


Click Add a note to send a note to the client about the specific candidate.


You can also filter the list of available candidates using the filters on the left side of the page.


If an organization has allowed agencies to see the submitted candidate's current stage or the next scheduled interview, it will also display on the table.

Update your account settings

You can modify basic information for your account on the Settings tab.


When you have finished making changes to your settings, click Save.

Submit candidates

When you're ready to submit a candidate for a job, select the Submit Candidate button in the top right corner of the Agency Portal.


Select the client and job from the dropdown menus and complete the information for the prospect.

You can import information from a prospect's resume by dragging and dropping the file in the box on the left side of the page. After you've imported the resume, double-check the details to make sure they were imported correctly.


You can upload any attachments for the prospect using the links at the bottom of the page.


When you're finished, click Submit Candidate.

Note: After a candidate has been submitted to a client, you can't make changes to their record. However, click Add a Note on the Candidate tab to send additional information to the client.