Matchio

This guide covers the full agency review cycle: reviewing a participant's application milestones, sending sections back to the participant, submitting the application for sponsor review, and responding to sponsor feedback.

[A] Agency Reviews Participants Application, Provides Feedback, Marks Milestones as Sponsor Review & [A] Agency Reviews Sponsor Feedback, Corrects, and Resubmits

Guide to Agency accepting invitation to Matchio

[A] Agency Accepts Matchio Invitation, Sets Up Credentials, Logs In

Step by Step guide to filling out yout Agencies Partnership profile

[A] Agency Completes Partnerships Profile

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Recruiting and Hiring Agencies workflow and resources

Agencies

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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