In this article:
- How do I view and impersonate accounts?
- What’s the difference between activated and unactivated locations?
- How do I view account details?
- Where do I find my Partner Reports?
- Where do I submit Partner Requests?
- How do I edit my profile in PartnerHub?
How do I view and impersonate accounts?
When you sign into PartnerHub, you’ll land on your Locations list, just like in the original Partner Portal dashboard. You can view, request access to, and impersonate accounts from here.
Partner Portal
PartnerHub
You'll find two familiar links to the right of each account name: Request Access and Impersonate. These work the same way as in the Partner Portal dashboard, giving you quick access to manage or troubleshoot on behalf of your account owners.
When you request access to an account, you’ll still have the option to include a note, which is perfect for adding context or letting the user know why you're reaching out.
After submitting your access request, you’ll see the same status indicators you’re used to from the original Partner Portal dashboard.
Note: Unactivated locations cannot be impersonated, and impersonation access cannot be requested for them. Only the account owner can grant and revoke access at any time. If access is revoked, you'll need to submit a new access request.
What’s the difference between activated and unactivated locations?
Not every location in your network will be up and running right away. Here’s how to tell the difference between those actively using CareerPlug and those who still need to get started.
- Activated location: The admin owner has activated this location, and it is currently in use. Activated locations may have live jobs, applicants, and active users. On the map on your Accounts page (Locations > Accounts), activated locations appear as green dots.
- Unactivated location: These locations have not yet used their activation code or started using their CareerPlug account. Unactivated locations do not appear on the map on your Accounts page (Locations > Accounts); instead, they'll appear in the list below with a gray dot next to the account name.
To help an unactivated location get started, you can view the account details and copy the activation code to share with the admin owner.
1. Select the (unactivated) Account Name.
2. In Account Info, locate the Activation Code.
3. Email or text the code to the account owner through your messaging provider.
How do I view account details?
To view more information about an individual account, click the account name from the list on your Accounts page (Locations > Accounts). This will take you to the Account Info tab, where you’ll find key details like:
- Activation On (date)
- Account ID
- Owner Name
- Owner Email
- Company Location
- Account Class
- Current Plan
- Careers Page (URL)
- LinkedIn Company ID (if applicable)
You can also search directly for an account from most pages in PartnerHub. Click the search (magnifying glass) icon in the top navigation bar and search by one of the following pieces of information:
- Account name
- City associated with a location
Select the account from the drop-down menu to view more information about it.
Note: Unactivated locations will not appear in search results. To find them, scroll through the list view on your dashboard.
Where do I find my Partner Reports?
Partner Reports have been upgraded and incorporated into the Insights reporting dashboard, giving you more visibility and actionable data than ever before. While navigation has changed, the export process remains the same.
Note: Partner Advantage plan subscribers have access to Hire, Retain, and Labs tabs within Insights.
You’ll find the Recruiting Reports you’re familiar with from the Partner Portal on the Hire Insights page (Insights > Hire). Hire Insights is divided into four sections:
- Overview: Provides a high-level snapshot of your overall recruiting performance across your network.
- Recruiting Efficiency: Tracks how quickly and effectively your owners are moving candidates through the hiring process.
- Hiring Funnel: Visualizes each stage of the candidate journey, helping you identify drop-off points or bottlenecks in your recruiting efforts.
- Job Performance: Highlights job activity and visibility across your network.
To export any report, click the share (box with upward arrow) icon in the top-right corner of the report, then click to select your preferred file format.
Where do I submit Partner Requests?
You’ll find Partner Requests under Requests in the top navigation bar. While the name has changed, the format remains the same, so you’ll follow the familiar process to submit changes, additions, or new account/location requests.
How do I edit my profile in PartnerHub?
PartnerHub gives you more control over your profile, making it easier to manage your information.
To access your profile:
Click the account menu in the top-right corner of the page and select My Profile from the drop-down.
From there, you can verify or edit your personal information, including:
- Name
- Job Title
- Phone Number
Recommendation: Add a profile photo! It enhances recognition and helps turn your Team page into a directory.
You’ll also see Access and History tabs, giving you visibility into your permissions and activity.