The client self-service portal lets your clients access the resumes of candidates assigned to their jobs. This easy-to-use feature helps your clients look at and manage candidate information independently, making the hiring process smoother and faster.

Step 1: Click on the "Clients" Module from the left-side menu on the dashboard.

Navigation Link:  https://app.ismartrecruit.com/searchClient

Step 2: Click on the Client's Name to open the Client View dialogue box and go to the Client Contacts tab.

Step 3: Click on the plus icon inside the Contacts Tab to create a Contact's record. 

The pop-up form to add contacts will appear after clicking on the  '+' icon. You can add contact while filling out that form and save it by clicking on the save button at the bottom of the form.

Step 4: Click on the Gray Lock icon to add the contact person's email address, where a link to register themselves and generate a password gets sent.

Step 5: Add the email address as the contact person's username. 

Step 6:Choose to provide them with restricted access or Full Access to the self-service portal. 

Full Access allows clients to view all jobs in the portal. Restricted Access limits clients from viewing only the jobs they are assigned to.

Step 7: Click on Allow Access. This will send an email to the email address added, where they can click on a link and generate their password to log into the Self-services portal. 

Step 8: You can also remove the access for a contact who has been given access earlier by clicking on the green lock icon.

Note: Please contact our Support Team at [email protected] if you are having difficulties generating the Client Self-Service Portal link for your account.