Click on the link ⏬ to skip to the section you're interested in:
a. Candidate / Contact table view
b. Candidate / Contact quick view or profile
Viewing the account status:
a. From the Candidate's or Contact's list view, enable the column for Portals - Account Status
Status Definitions:
1. Not Registered:
Description: Candidate or contact does not have a candidate or client account yet.
Indicator: Displayed when the candidate or contact has not been invited or registered on the portals.
2. Pending Activation:
Description: Candidate or contact has been invited or has registered but has not activated the account AND has not logged in to their portal yet.
Indicator: Displayed when the candidate or contact has completed the registration process but has not yet activated their account by logging into their portal.
3. Connected:
Description: Candidate or contact has activated their account AND logged in to their portal.
Indicator: Displayed when the candidate or contact has successfully activated their account and logged in to their portal.
b. From the Candidate's or Contact's Quick View or the Profile, click on the Portals icon to see the following information:
Brand Site | The title of your Portals site *This is set by Vincere team and is not shared publicly with your candidates or contacts, but if you need to update the name here, please reach out to our team. |
Invitation | This is the status of the invitation email with an activation link for your Candidates / Contacts to activate their portal. |
Account Status | This is the status of the Candidate's or Contact's access to the portal. |
Activation Status | This is to show if the Candidate or Contact has activated their account via the activation email. |
Action | The action resend the invitation email, deactivate or activate Candidate's or Contact's account |
When Candidates / Contacts are invited from Vincere
1. As soon as the invitation is sent from Vincere:
2. When the invitation email is sent successfully to the Candidates / Contacts:
If the Candidates/Contacts have not received your invitation to Portals, you can click on Resend to trigger the invitation reminder to your Candidates/Contacts.
3. When Candidates / Contacts successfully activate their account and login to the portal:
When Candidates register themselves on the Candidate Portal:
How to deactivate a candidate/contact's access
1/ You can deactivate your Candidates/Contacts' access to the portal by clicking on the Deactivate button. Your Candidates/Contacts will not be able to log in.
Their Account Status will be updated to Inactive.
If you'd like to Reactivate the account for your Candidates/Contacts, click on Activate.