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Client management

Users can manage client information in this section, including maintaining client contacts, history and managing client relationships.

Before you proceed any further with creating Jobs or Hiring Manager Accounts, it is important to Add Client/s details on the System. To do so, follow these steps:

  1. Log in to your Adaptive ATS account.

  2. Go to the "Clients" section on the menu.

  3. Click on the "Add Client" button.

  4. Enter the client's details.

  5. Save the changes, and the client will be added to your account.

ONLY Admins and Recruiters can create new Clients.

Client Listing Page: 

Here you'll find a list of Clients with details including Client’s Name, Location (City and Country), Responsible Recruiter, Phone Number and Email. Each Client Card includes an “Edit” button to  update or change Client details.

Searching and Filtering:

At the top of the page, there's a search bar allowing you to find clients by their name. You can filter clients based on their city or country. Moreover, you can arrange clients alphabetically by name or by their creation date, either from newest to oldest or the other way around. The total number of listed clients is also displayed for your reference.

Client Details Page:

Clicking on a Client’s name redirects you to their detailed page with all the Client information. Additionally, on the right side, users can view the Responsible Recruiter and any associated Hiring Managers.

The Client’s details page also includes a “History” segment where users can monitor all activity related to this Client. History Logs are filterable by Action (Created, Updated, All), From-To dates and searchable by Username or Action.


If there is no information to show at specific fields, the user will see it as N/A (Not Available)

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