Purpose: This article will provide details for onboarding a new agency for ThinBlueLineCareers.
Step 1: A staff member from the agency creates an account on ThinBlueLineCareers.com, which allows them to create a free Agency Profile.
Anyone can do this from the website by visiting the Agency Profile page.
After they complete the online form, an automated email goes to the user who submitted the form and CC'd to support@bluegovtech.com.
Step 2: In CMS go to the Agency and update the Leads URL to the below:
No further action needed, unless agency buys a membership, then continue to additional steps.
Step 3: Agency Admin: When an agency purchases a membership, we need to add in their Admins so they have access to the Agency Hub:
Agency Admins are the only users who can access the Agency Hub.
(1) Agency Admin purchased the membership will automatically be issued a Recruiting Pro or Recruiting Pro+ subscription. We then need go to the Agency in CMS and add the user to the Agency Admins section.
Step 4: Additional Agency Admins
Email the user who purchased the plan and ask if they would like any other staff to have access to the Agency Hub. We only need names and emails, up to 10 users. Then for each Agency Admin, do the following.
In Wix, go to Sales > Subscriptions > + Sell a pricing plan
Add user and enter in their First Name, Last Name, Email & Company. To enter Company you need to click add new field.
Company must be entered as the full name of the agency, no abbreviations.
After you enter the contact, you will select a plan. The plan is Agency Admin
Each Agency Admin then needs to be added to the Agency Admins section of the Agency in CMS.
Step 5: Agency Recruiters
If the agency wants additional staff to be recruiters only and NOT have access to the Agency Hub, we need to do the following for each recruiter:
In Wix, go to Sales > Subscriptions > + Sell a pricing plan
Add user and enter in their First Name, Last Name, Email & Company. To enter Company you need to click add new field.
Company must be entered as the full name of the agency, no abbreviations.
After you enter the contact, you will select a plan. The plan is Agency Recruiter.
Step 6: Recruiting QR Code
Created in Canva
Add a copy to their Agency in CMS
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