Skip to main content
All CollectionsGeneral
How to Activate the Client/Candidate Portal?
How to Activate the Client/Candidate Portal?

Activate Client or Candidate Portal

Updated over a week ago

Welcome to Recruitly! As part of our commitment to providing comprehensive recruitment solutions, we offer Client and Candidate Portals included in your plan. These portals enable seamless communication and interaction between you, your clients, and candidates. Follow the steps below to activate your portals and unlock their full potential.


Steps to activate Client/Candidate Portals:

  1. Reach out to Recruitly support via live chat or email to initiate the activation process. Our dedicated team is here to assist you every step of the way.

  2. Once you've contacted support, schedule a call to confirm essential details such as your domain name and any other pertinent information required for setup.

  3. Based on the domain confirmation, our team will help you set up the sub-domain for your portals. You can choose to activate the Client Portal, Candidate Portal, or both, depending on your specific needs and preferences.

  4. Once the setup is complete, you will receive a notification confirming that your Client and/or Candidate Portals are now active and ready for use.


Steps to Send Client Portal Activation Email for an Individual Client/Contact:

  1. Navigate to the "Contacts" section under the "Sales" module or click below.

  2. Select your preferred contact/client and open the detailed view.

  3. Scroll to the "Client Portal" section under the "Overview" section and click on "Create Account".

  4. Configure the access level and email sender, then click on "Send" to send the portal activation email.


Steps to Send Candidate Portal Activation Email for an Individual Candidate:

  1. Navigate to the "Candidates" section under the "Recruiting" module or click below.

  2. Select your preferred candidate and open the detailed view.

  3. Under the "Overview" section, scroll to the "Portal" section and click on "Create Account".


  4. Click on "Send" to send the portal activation email.

Did this answer your question?