Understanding the Clients function
Normally if you offer crewing services your client can see, but not edit or approve, any or all of the Stages of a Recruitment Pipeline. The Clients function lets you override this so you can offer them a more hands on approach.
This can be at any stage in the Pipeline, or just at the end when it comes to making the decision about whether or not to hire a candidate.
To get started log in to your Martide account. Click on Settings in the menu under your profile picture and then on Clients:
You will then see this page. In our example we already have 3 clients:
Here you can:
- Add a new client.
- Edit an existing client.
- Sort your clients alphabetically or numerically.
How to create a new client
Click the blue Add client button at the top. You will see this pop-up box:
Enter your client's name and click Save. You will go back to the main Client page where you can see them in the list.
Now you will need to add additional information about your client.
How to add more information about your client
Click the pen icon to the right of the client you want to add information to:
You will then see a page that looks like this:
Here you can:
- Edit your client's name.
- Add your client's vessels.
If you scroll down the page you will see this:
Here you can:
- Invite your client's users to join you.
- View and edit your client's current users.
How to add a client's vessels
In the client's profile page, click the Add vessel button in the Vessels section:
You will then see this pop-up box where you can select the client's vessels from the drop-down list:
The vessels and their relevant information will now appear on the page :
How to add a client's users
In the client's profile page, click the Invite user button in the Invitations section:
You will then see this pop-up box where you can enter the name and email address of your client's user that you want to invite:
When you click Save, an email invitation to create a Martide account will be sent to the user. They will appear in the Invitations section.
Once your user has created an account with Martide, they will appear in the User Accounts section:
How to filter, edit, and delete users
If you have a lot of users in the system you can filter them to make it easier to find them. To do this, click the arrows next to Name, Email or Role:
This will sort them alphabetically. Default is A through Z but you can change this to Z through A. This filter also works on the main Clients page.
To edit a user click the pen icon next to their name. To delete a user, click the trash can icon.
A couple of notes about Clients
Your Client will need to have created an account with Martide so their vessel(s) appear in the drop down box.
When you want to give a Client access to the Pipeline you need to make sure the Outsource Client function is turned on. You will see this option when you add a new Stage to the Pipeline.
For example, if you want a Client to take care of booking travel for your hired candidate, when you add the Flights Stage to your Recruitment Pipeline make sure Outsource Client is showing blue - this indicates it is turned on.
We hope you’ve found this guide to Clients useful but if you have any questions or need help please don’t hesitate to get in touch here.