Inviting Candidates to the Candidate Portal
📝 NOTE: Before inviting candidates to the Candidate Portal, ensure it’s set up.
⭕ Step 1: Select Candidates
Select the Candidate(s): Check the boxes next to the candidates you want to invite.
📝 NOTE: To send an email to more than 200 candidates at once, use SendGrid. Include the Candidate Registration link in the Send Bulk Email via SendGrid template:
Candidate Registration Link:
https://yourcompany.com/candidate/register
⭕ Step 2: Invite to Portals
Click on 'Invite to Portals': From the Actions list, select this option.
If you don’t see the 'Invite to Portals' action
👉 Go to Settings > click on Marketplace > select Vincere Portals > Setup > Enable.
⭕ Step 3: Send Invitation
Click on 'Send Invitation': Once you confirm, Vincere will send the invitations immediately.
📝 NOTE: By default, the email sender is noreply@vincere.io. To update this to your company's email, click here.
💡 TIP: Want to customize the invitation email? You can access the Email Templates settings from:
Admin Dashboard > Settings > Email > Candidate Tab > Choose 2. Invitation to Portals
⭕ Step 4: Candidate Activation
Account Activation: Once the candidate activates their profile, the Portals icon on the Candidate’s Quick View (or profile) will light up, and their account status will update to "Active."
⚠️ Important Notes:
Vincere and Portals maintain different user databases. If an email address is incorrect, updating it in Vincere should prompt the correct email to be sent to the Portal.
Email Address Changes: If a candidate enters an email address (e.g., A) when registering, this email becomes their Portal login credential and is synced to their primary email in Vincere - If a recruiter later changes this email to B in Vincere and sends an invite, it’s technically a different email and could be associated with a different candidate.
Therefore, email address changes need to be updated both in Vincere and by the candidate in the Portal.
Happy Recruitment #TheVinyWay🤩