How-to
Manage clients
HRStop Hire lets agencies manage their clients.
To add a client:
Navigate to Settings → Clients.
A new page opens showing the list of clients.
To add a new client, click +Add Client.
A new page opens with fields to add a client. You can also bulk upload clients using the Import button.
Select the Account Manager.
Enter the client's name in the Company Name field.
Upload the client's Logo.
Enter the Address of the client.
Enter the Source Code.
Enter the Contact Person Name, Email, Mobile.
Enter the Password and confirm it.
Select the Send Notification checkbox.
Click + Create to create the new client.
The new entry appears in the list of clients. You can perform different actions on the entries using the icons in the Actions column.
Managing clients
Navigate to Settings → Clients.
A new page opens showing the list of clients.
Click the Manage client Users icon of the entry to manage the client's user profiles.
A new page opens with fields to edit the client's user profiles.
Edit the Name, Email, Password, Mobile, Source Code and select the Permissions to Jobs.
Select the Send Notification checkbox.
Click +Create to create the user profile.
The new profile appears on the left side. You can deactivate, edit or remove a client user using the icons in the Actions column.
To bulk import clients:
Navigate to Settings → Clients.
A new page opens showing the list of clients.
To add a new client, click +Add Client.
Click Import Client to bulk upload clients.
Read the instructions on the right side of the page.
Click Download Sample CSV file to download a CSV file.
Edit it and upload it in the Upload File field.
Select the Account Manager.
Optionally, edit the Source code.
Click Upload & Review.
If the uploaded fields don't match the system fields, map them manually.
Click Preview to preview the uploaded data.
Click Upload to upload the data.
A notification confirms that the data was uploaded. If an entry is rejected, the reason appears in the Reason column against that entry.