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Workspaces6 min read

Set up a client workspace

One agency account, one workspace per client company, each with its own jobs, candidates, branding and analytics.

Before you start

  • An agency account on Expert Hire.
  • The client company name, and their logo if you are branding the workspace.
  • The roles that client has open right now.
Steps

5 steps, in order.

1

Create one company per client

Add each client as its own company under your agency account. One client, one workspace. Jobs, candidates, branding and analytics all sit inside it. Nothing leaks between clients.

Back|Dashboard > Clients
Recruiting
Clients
Search clients
Prospect8
Databricks
Unassigned2 roles
Zoom
Unassigned1 role
Oracle
Kelly Brennan3 roles
Netflix
Unassigned1 role
JPMorgan
Derek Nolan2 roles
Uber
Unassigned1 role
Atlassian
Kelly Brennan2 roles
Workday
Unassigned1 role
Briefing7
Nike
Derek Nolan1 role
HubSpot
Kelly Brennan2 roles
Snowflake
Derek Nolan4 roles
Capital One
Unassigned1 role
CVS
Kelly Brennan2 roles
MongoDB
Derek Nolan3 roles
Intel
Unassigned1 role

Every client company as its own workspace under one agency account.

  • Do not run two clients inside one workspace. Separating them later means moving jobs and candidates by hand.
2

Brand the workspace

Upload the client's logo and set the company name so the workspace reads as theirs. Client workspace branding is included on every plan. Your own logo and custom domain unlock on Growth, and the DKIM-signed sending email domain sits on Scale.

3

Create the jobs under that client

Create jobs inside the client workspace, not at the agency level. When you add a round you can tie it to the client company explicitly, which is what keeps the pipeline board clean when you are running twelve clients at once.

4

Work the shared pipeline board

The board shows candidates by stage across the workspace. Move cards, see activity per card, and keep every recruiter on the team looking at the same picture. Team members are unlimited on every tier, so you never pay per seat to add a recruiter.

Back|Dashboard > ATS
Pipeline
ATS
Search name or email
Pre-contact7
Dana WhitfieldRW
Appointment Setter
Datadog
Marcus BellRW
Next.js Developer
Stripe
Iris KavanaghKB
Sales Development
Shopify
Tomas FerreiraRW
React Developer
Stripe
Elena RossKB
Data Engineer
Datadog
Grant WhitleyRW
Platform Engineer
Stripe
Simone OkaforKB
QA Engineer
Shopify
Add a card
Contacted7
Naomi WintersRW
Software Engineer
Stripe
Elliot VanceRW
Backend Engineer
Stripe
Hana SatoKB
Product Designer
Datadog
Devon MarshRW
Data Analyst
Shopify
Ruth AdeyemiKB
SDE-1
Stripe
Callum ReidRW
DevOps Engineer
Datadog
Jonas WeberRW
Solutions Architect
Stripe
Add a card

The pipeline board for one client, with candidates by stage.

5

Report back to the client

Share candidate reports or download them as PDFs. Resume masking removes identifying details before a report leaves the pipeline, which matters when you are sending a shortlist to a client who should not see contact details yet.

  • Credits are one shared pool per workspace, so plan the month across all your clients rather than per client.
What you get

At the end of this guide.

One account that runs every client, with a separate workspace each.

Per-client branding, jobs, candidates and analytics.

A pipeline board per client that the whole team works from.

Shareable reports with masking before they reach the client.

Common mistakes

What goes wrong, and the fix.

Running several clients out of one workspace.

Create a company per client from the start. Untangling it later is manual work.

Paying attention to seats.

There are no per-seat charges. Team members are unlimited on every tier. Credits are the only meter.

Sending a raw report to a client too early.

Use masking so identifying details are stripped before the shortlist leaves your pipeline.

Assuming white-label is per client by default.

Client workspace branding is on every plan. Your own domain and logo start at Growth, and the sending email domain at Scale.

FAQ

Questions people ask on this one.

Still stuck? Talk to us and we will walk through your setup.

Read next

Related guides.

Job setup

Create a job

Fill in Job details, add the job description, add requirements with a level on each, pick the interview language, and create a job that rounds can be added to.

6 min read
Screening

Screen resumes in bulk

Add a Resume Screening round, upload the whole pile at once, and get a ranked table of readiness scores with no interview required.

6 min read
Reports

Read a candidate report

The four tabs, the overall score, the skill bars, the recording and searchable transcript, the malpractice status, and how to share it.

6 min read
All guides

Try this in your own workspace.

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