Zoho Recruit | Client Portal

Client Portal - An Overview


As a recruiter, having a great relationship with your clients is critical for financial success. It's equally important to cut down lengthy email conversations and to ensure smooth collaboration. 

In Zoho Recruit's client portal, your clients can create new job openings, send feedback for the candidates submitted for review, and make interview decisions. This helps bridge those communication gaps between you and your clients, building a strong partnership as a result. 

By default, you get up to 10 free portal licenses. Then, for additional portal licenses, it is $6/portal user/month. Click here to know more.
Invited portal users are also part of the 10 free portal licenses.

How do I enable Client Portal?

  1. To enable client portal, you should first set up your domain in the Portal Setup page. Once you set it up, you can enable your Client Portal.  
  2. Navigate to SetupPortal SetupClient Portal and turn on the button.

  3. You can customize the client invitation email that'll be sent out to your clients when inviting them to your portal.


To start communicating with your clients, you need to invite them to your client portal. An invitation is a simple email that'll ask your clients to register through an invitation link. All they need to do is to access the portal link and create a password.

Invite from Clients module

  1. Navigate to the Clients module.
  2. Click on the client name who you'd want to invite to your portal. 
  3. Inside the client detail page, click icon near the Invited Contact(s) on the left side of the screen. 


  4. Once you invite your client contacts, they'll receive an email. On the acceptance, they'll be taken to the login page.

Invite from Contacts module

  1. Navigate to the Contacts detail page and click Invite Contact from more options.


  2. Assign a role and profile for the contact and click Invite. 


Reinvite contacts

You can reinvite your contacts who have already been invited.  Go to Clients > Invited Contact(s) . Select the contact names that you want to invite again and click reinvite.


Deactivate Contacts

You can deactivate those contacts who have activated their client portal. 
  1. To deactivate them, go to Clients > Invited Contact(s) and filter Login status as Activated. 
  2. You can now view the list of all contacts whose account is active. 
  3. Select the contact and click the Deactivate button.

Note
You'll not have the option to invite contacts if you haven't enabled client portal. 
You can invite a maximum of 10 contacts per organization. 
In the Invited Contacts page, you get a comprehensive view of all the contacts who've been Invited, Activated, and Deactivated.

Share candidates

Zoho Recruit allows you to share candidates to your clients, without sending them through emails. With this option, your clients will get informed through the notification icon in their client portals.   
To share candidates:
  1. Navigate to the Candidates module.
  2. Select the candidates to share with clients. 
  3. You can share either a single candidate or a bunch of candidates at a time.
  4. Click Submit to Client under Actions.

  5. Click the Share tab.
  6. Choose the Client and Job Opening.
  7. Share it with contact(s) associated with the client along with your comments.
  8. Click Share

Feature Availability:
* This feature is available only in the Enterprise edition of the Staffing Agency version.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Candidate Portal: An Overview

                                                                                      As a recruiter, it is essential to make a good impression in terms of accommodating candidates. You can use essential recruiter-candidate relationship processes to improve your candidate interactions and increase your ability to tap into highly ...
                                                                                    • Custom Portal

                                                                                      Custom Portals in Recruit are designed for administrators to extend Recruit access to their clients, contacts and Candidates. A portal user can access the modules and some of the associated data, such as job openings, candidates, and interviews that ...
                                                                                    • Overview Dashboard

                                                                                      In today's world, your recruitment process is defined by who you hire and how you're trying to hire them. This leads to organizations developing unique recruitment methods, which are often multi-layered as responsibilities are divided among various ...
                                                                                    • Overview

                                                                                      The Zoho Recruit API uses the OAuth 2.0 protocol for authentication. It uses the Authorization Code Grant Type to obtain the grant token (code). This grant type allows you to share specific data with any application while keeping your usernames and ...
                                                                                    • Vendor Portal

                                                                                      Vendor Portal is a system to manage relationships and candidates submitted by third-party recruitment/staffing companies. When a Vendor logs in to the vendor management portal (VMS), they gain immediate visibility to job orders (that you've shared), ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources