Navigating the Portal
This page walks through each section of the portal’s sidebar and links to the relevant docs.
What you see depends on your role. Admins see everything, including all settings and billing; Recruiters manage candidates, jobs, and reports with limited settings access; Viewers have read-only access. See Team & Roles.
Dashboard
Your landing page after sign-in. It shows key metrics, a pipeline view of candidates by workflow stage, upcoming interviews, screening funnel performance, and recent activity. A job dropdown scopes everything to a single role. See Dashboard.
Candidates
All applicants across your jobs in one searchable, filterable list. Filter by stage, job, source, date, tier, and more; save views you use often; select candidates for bulk actions; and open any candidate to see their full profile, screening results, and message history. See The Candidate List.
Inbox
Unified SMS and email conversations with candidates. Filter by unread, search by candidate name, and reply in-thread without leaving the portal. See Inbox.
Jobs
Create and manage your open positions. Each job row shows its status, screening stats, and how many boards it’s live on; the actions menu covers posting, duplicating, filling, closing, and more. Click a job to open its console with tabs for details, screening, pipeline, scheduling, and other configuration. See Managing Jobs and The Job Console.
Postings
A cross-job view of every job board posting — one card per board per job, with live/paused/ended status, application counts, and pause/resume controls. See Postings Overview.
Talent Pools
Named candidate collections that span jobs, useful for keeping strong candidates on hand for future openings. See Talent Pools.
Metrics
Weekly KPI cards — candidates processed, screening completion rate, interview conversion, hire rate, and cost per hire — with week-over-week trends, funnel, time-to-hire, and source attribution charts. See Metrics.
Reports
Downloadable exports: call logs, interview schedules, resumes, and HRIS-formatted candidate data. See Exports.
Settings
Organization configuration: team members and roles, your account, communication templates and automation, the candidate blocklist, the knowledge base, integrations (calendar, job boards, HRIS), and the employee roster. Most settings require the Admin role. Start at Team & Roles.
Billing
Your plan and subscription, call usage against your monthly limit, credit balance, phone costs, and invoices. See Billing & Usage.
Voice Agents
The AI agents that conduct your screening calls. Create agents with a name, voice, and language; set a default; and edit or remove existing ones. See Voice Agents.
Support
A persistent button at the bottom of the sidebar for contacting the CONFIRM team. It shows a badge when you have unread replies.