Getting Around
HiringCenter is a recruiting CRM. The navigation (a left sidebar or a top bar) is how you move between daily work, switch accounts, silence calls, and check notifications.
Choose a layout
Open the profile menu (your avatar and name at the bottom of the sidebar, or at the right of the top bar). Near the bottom of the menu:
- Switch to top navigation: the same destinations in a bar across the top.
- Switch to sidebar navigation: a left rail with the logo, account switcher, main pages, Do Not Disturb, the bell, and your profile menu.
The sidebar stays a narrow icon rail until you hover over it (or tab into it with the keyboard), then expands to show page names and the account switcher. The choice of layout is personal and does not change what teammates see.
On a phone, tap the menu button in the top bar to open the same navigation as a drawer.
Main pages
| Page | What it is | Badge |
|---|---|---|
| Today | Your daily work: due tasks, queued messages, and today's meetings | Count of due tasks, queued messages, and today's meetings |
| Pipeline | Kanban board of stages and prospect cards | — |
| Conversations | Text, email, and calls in one inbox | Unread messages |
| Campaigns | One-time sends and sequences | Hidden for View Only |
| Coaching | Programs, sessions, TCF+ metrics, and scorecards | — |
| Reporting | Analytics and the Recruiting Report PDF | Hidden for View Only |
Search, Import, and Add Prospect sit in the page header on Today, Pipeline, and Conversations. View Only users see Import and Add Prospect greyed out.
See Today, Pipeline, Conversations, Campaigns, Coaching, and Reporting for each page.
Switch accounts
If you belong to more than one HiringCenter account:
- Open the account switcher at the top of the sidebar (hover the rail first) or in the top bar.
- Type in Search accounts... to filter a long list.
- Select the account you want.
- Click the star next to an account to keep it at the top. You can also drag accounts to change their order.
Settings, identities, pipelines, and prospects belong to each account. Your AI Assistant chat threads stay with you when you switch.
Do Not Disturb
The moon button next to the bell turns Do Not Disturb ON or OFF. While it is on, incoming calls and video waiting-room alerts do not ring. You still get a quiet notification you can tap to answer. An active video meeting also quiets the incoming-call ringtone.
Do Not Disturb only affects the browser or device you turn it on in.
Notifications (bell)
The bell is your in-app inbox: @mentions, work on prospects you own, due tasks, Device Handoff requests, coaching reminders, and product updates. The number on the bell is how many are unread.
- Click the bell to open the list. It has Unread and Read tabs.
- Click a notification to mark it read and open what it points to (for example a prospect, a conversation, or a queued handoff).
- Use Mark all as read on the Unread tab, or Delete all on the Read tab to clear old items. You can also delete one notification at a time.
Some notifications also arrive by email. See Notifications for what you get and how the evening summary works. Phone and desktop alerts are set on Your Profile. See Push Notifications.
Badges
If you won a Performance Badge last month, it shows under the bell and at the top of your profile menu.
Profile menu
Your avatar opens:
- Admin Dashboard and Admin Coaching (HiringCenter staff only)
- AI Assistant (Beta)
- Performance Badges
- Jobs (Admin / Owner)
- Meeting Rooms (Beta, Admin / Owner)
- Tutorials (opens this docs site)
- Billing (Admin / Owner)
- Your Profile
- Settings
- Switch to top navigation / Switch to sidebar navigation
- Sign out
Billing is not a Settings tab. Open it from the profile menu. On a phone, the AI Assistant button also sits in the top bar.
Why don't I see a page?
- Campaigns or Reporting missing: View Only hides them.
- Billing, Jobs, or Meeting Rooms missing: you need the Admin or Owner role.
- Settings tabs missing: Automations, Assessment, and API / Webhooks appear only for Admins and Owners.
- Settings fields greyed out: Managers and View Only can open Settings but cannot change most account settings.
If a page you need is missing, ask an Admin or Owner on your account to check your role in Settings → Users.