The Client Portal in Zoho Recruit allows you to collaborate with your clients in a secure, structured, and trackable way.

Instead of relying on emails or external tools, you can share candidates, collect feedback, and manage client interactions—all from a single interface.

Why use the Client Portal?  

Managing clients over email often leads to:

• Delayed or missed feedback

• Scattered communication across threads

• No clear visibility into hiring decisions

With the Client Portal, you can:

• Share candidates directly with clients

• Collect structured feedback in real time

• Track interactions and decisions in one place

Availability  

Note:

1. Invited portal users are counted within the 10 free users.
   
2. You can invite a maximum of 10 users per organization under the free limit.
   

How it works  

The Client Portal follows a simple flow:

Each step ensures your clients have the right visibility and permissions.

Step 1: Enable Client Portal  

You must configure your portal domain before enabling the portal.

1. Go to Setup > Portal Setup > Client Portal.
   
   
   
   

2. Enable the portal.
   
   
   
   

3. You can also customize the client invitation email that will be sent when inviting users.
   
   

Step 2: Configure client access  

This step determines how clients interact with your data.

Roles (What clients can see)  

Roles control visibility across:

• Candidates

• Job openings

• Interview details

You can restrict or expand visibility depending on the client’s role in the hiring process.

Profiles (What clients can do)  

Profiles define actions such as:

• Viewing candidate details

• Adding comments

• Submitting feedback or ratings

Best practice: Start with minimal access and expand only when required.

Step 3: Invite clients  

To start collaborating, you need to invite clients to the portal. An invitation is sent via email, allowing them to access the portal and set their password.

Invite from Clients module  

1. Navigate to the Clients module and open the client record.

2. Click the + icon next to Invited Contacts.
   
   
   
   

3. Select contacts and send the invite.
   
   

Once invited, contacts will receive an email. Upon acceptance, they’ll be redirected to the portal login page.

Invite from Contacts module  

1. Navigate to the Contacts module and open the contact record.

2. Click Invite Contact from the More options menu.
   
   
   
   

3. Assign a Role and Profile. Click Invite.
   
   

The contact will receive an email with instructions to access the portal.

Reinvite contacts  

You can reinvite contacts who haven’t accepted or need a new invite:

1. Navigate to the Clients module and open the client record.

2. Go to Invited contact(s) and select the contact(s). Click Reinvite.
   
   

Deactivate contacts  

You can deactivate contacts who no longer need portal access:

1. Go to Clients module and open a client record.

2. Go to Invited contact(s) and filter Login Status as Activated.
   
   
   
   

3. Select the contact you'd like to deactivate. Click Disable.
   
   

Note

• You won’t see the invite option unless the Client Portal is enabled.

• The Invited Contacts page shows the status of all users: Invited, Activated, Deactivated.

Step 4: Share candidates with clients  

Zoho Recruit allows you to share candidates directly through the portal, without sending emails.

Clients will be notified via the notification icon in their portal.

To share candidates:  

1. Navigate to the Candidates module and select one or more candidates.

2. Click Submit to Client.
   
    
   
   

3. Go to the Share tab, choose the Client and Job Opening, and select the contact(s) associated with the client.

4. Add comments (optional) and click Share.
   
   

Clients will then be able to view and act on the shared candidates.

Step 5: Collaborate with clients  

Once logged in, clients can:

• View candidate profiles

• Provide feedback and ratings

• Add comments or notes

• Make interview decisions

• Track hiring progress

All actions are recorded, ensuring complete visibility and accountability.