Steps to Grant Portal Access to Hiring Managers

Step 1: Access the Department and Open Details
  • Go to the Department module from the left-hand side menu to access the list of departments in your organisation.
  • Click on the department name to open the View Dialogue Box of the department for which you wish to allow portal access.



Step 2: Select the Hiring Manager

Within the Contacts tab of the department view, locate the contact you want to provide access to. Click on the Lock Icon beside their name to initiate the access setup.

 


Step 3: Grant Portal Access and Set Access Level

In the department view, under the Contacts tab, click on the Lock Icon next to the contact you want to provide access to. A pop-up window will appear.

  • Enter the email ID of the contact in the Username field.

  • Choose the type of access you want to grant:

    • Restricted Access – The contact will only be able to view jobs they are specifically assigned to.

    • Full Access – The contact will be able to view all jobs associated with the client.

 

Once you've entered the email and selected the access level, submit the request. A secure email will be sent to the contact with a link to create their password and activate their access.

Note: The email ID must be valid and unique. The setup link will allow the contact to create a password and begin using the portal.


Step 5: Create Password from Email Link

The system will send an email containing a link to set up a password. The hiring manager must click on the link and create a secure password.

 


Step 6: Login to the Self-Service Portal

Once the password is created, the hiring manager can access the Self-Service Portal using their email ID as the username and the newly created password.

They will now be able to independently:

  • Review shortlisted candidates

  • Provide feedback

  • Track interview progress

  • View job status and updates


Need Help?

If you have any questions, feel free to reach out to our support team at [email protected].