First-Time Setup
Get access, connect to your organization, and complete onboarding so you can start working on roles and candidates.
Purpose
First-time setup ensures your account is linked to the correct organization and role. Without that, the portal cannot load the right navigation or data for you.
This guide walks through the minimum steps to get access, complete onboarding, and verify that your dashboard and core pages load correctly. It also clarifies what information you may need from your company or recruiting team.
If anything is missing after setup, this page helps you diagnose whether the issue is permissions, organization linkage, or incomplete onboarding steps.
Who This Is For
Prerequisites
Steps
- Open your invitation or sign-in to your account.
- Confirm your email and complete any required profile fields.
- Join the correct organization when prompted.
- Complete onboarding steps for your role.
- Verify that Dashboard and Roles load without errors.
What Happens Next
Once onboarding is complete, your navigation updates based on your role, and you can begin creating roles or reviewing candidates.
Screenshot Placeholders
Tips
Troubleshooting
Likely cause: Your invitation is missing or expired.
Fix: Ask a company admin to resend the invite.
Likely cause: Your account is not linked to an organization.
Fix: Contact a company admin to link you or open a support request.
Likely cause: Required steps were not completed.
Fix: Complete all required fields and save.