Using HiringCenter
Tutorials
Step-by-step guides for everyday HiringCenter work. Pick a topic in the sidebar under Using HiringCenter (or Account Admin for account setup), then a lesson. You can also open these pages from the app: profile menu → Tutorials.
These pages explain the screens and buttons you see in the web app. They are written for recruiters, managers, and account admins.
Short Overview (5 minutes)
Long Overview (10 minutes)
Start here
- Getting Around: the sidebar, account switcher, Do Not Disturb, the bell, and who can see which pages.
- Your Profile: photo, password, push notifications, Device Handoff, connected email and calendar, and your meeting room.
- Download HiringCenter on your phone: install the app so calls, texts, and handoffs reach you.
- Adding Prospects or Import Prospects.
- Conversations: text, email, and calls in one inbox.
Account admins setting up a new account should also read Account Settings, starting with Users, Offices, and Identities.
All sections
| Section | What it covers |
|---|---|
| Getting Around | Navigation, account switcher, Do Not Disturb, profile menu |
| Notifications | The bell, notification emails, and the evening summary |
| Account Settings | General, Users, Offices, Sources, Identities, Automations, Assessment, Brand Kit, API Keys & Webhooks |
| Your Profile | Photo and password, push notifications, Device Handoff, connected email and calendar, virtual meeting room |
| Mobile app | Installing on iPhone and Android, enabling push notifications |
| Today | Your daily tasks, queued messages, and meetings |
| Prospects | Adding, importing, details, notes, tasks, meetings, hires, merging duplicates |
| Pipeline | The stage board, filters, and Sheets (public pipeline links) |
| Conversations | Texts, emails, calls, templates, signatures, styled emails, and logging manual activity |
| Campaigns | One-time sends and Sequences |
| Device Handoff | Sending from your own phone |
| HiringCenter AI | What HiringCenter AI does on its own, and how to work with it |
| AI Assistant | Chatting with HiringCenter AI to get work done |
| Coaching | Programs, sessions, TCF+ metrics, and scorecards |
| Performance Badges | Monthly badge winners |
| Reporting | Analytics and the Recruiting Report |
| Meeting Rooms | Video rooms with a waiting room |
| Jobs | Job postings (Admin / Owner) |
| Billing | Plan, usage, and payment (Admin / Owner) |
| Creating an API Key | First steps for developers connecting to HiringCenter |
Common questions
| I want to… | Open |
|---|---|
| See what I need to do today | Today |
| Send email from my Gmail, Outlook, or work address | Connected Email & Calendar |
| Text or call from my phone, not a HiringCenter number | Device Handoff |
| Install the app on my phone | Download HiringCenter on mobile |
| Choose which alerts reach my phone | Push Notifications |
| Understand the bell and notification emails | Notifications |
| Move someone to another stage | Pipeline |
| Send a bulk text or email | Campaigns |
| Set up a multi-step follow-up drip | Sequences |
| Record a call or text I made outside HiringCenter | Logging Manual Activity |
| Upload a spreadsheet of prospects | Import Prospects |
| Ask HiringCenter AI to do something for me | AI Assistant |
| Share a video meeting link | Meeting Rooms |
| Add a teammate or change a role | Users |
| Set up logos and colors for styled emails | Brand Kit |
| Connect another system with the API | API Keys & Webhooks |
Roles in one line
The role picker in Settings → Users offers Admin, Manager, and View Only. Each account also has one Owner.
- Owner and Admin see all data in the account and manage settings, users, billing, jobs, and meeting rooms.
- Manager works the prospects that are theirs or their office's, can create campaigns for that audience, and can add or edit offices. Managers cannot change account settings, users, or billing.
- View Only can see prospect data across the account and read settings, but cannot make changes. Campaigns and Reporting are hidden for View Only.
Billing, Jobs, and Meeting Rooms appear in the profile menu only for Admins and Owners.
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