ApplyBoard

Recruiters: How to Use ApplyBoard — A Quick Start Guide

Author ApplyBoard |
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This quick start guide shows you how to navigate ApplyBoard as a recruitment partner — from your first login through to submitting applications and supporting your students at every stage.

 Disclaimer: The linked articles and resources in this guide are available to registered ApplyBoard recruitment partners. If you see a login prompt when clicking a link, log in to your account or create a free account to access the full Assist resource library.

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Your First Three Actions

When you log in for the first time with a fully approved account, do these three things first. Everything else flows from here.

1. Add your first student

Go to Students in the left navigation and select Add New Student. A complete student profile is required before you can search with eligibility filters or submit an application. Learn how to add a student.

2. Search for programs

Go to Programs and Schools in the left navigation. Use eligibility filters with your student's profile to find matched programs across 1,500+ partner institutions. Learn how to search for programs.

3. Create your first application

From any program card, click Create Application. Select the student, choose an intake, and pay the application fee to move it into the ApplyBoard evaluation queue. Learn how to create an application.

 Not approved yet? Adding students, creating applications, and inviting staff are locked until your registration is approved. See What to Do While Your Registration Is Under Review for what you can access in the meantime.

Navigating Your Dashboard

Everything you need is in the left navigation panel. Here is what each section does and when to use it.

Core tools — use these every day
Home Your dashboard overview and activity feed
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Home is your central hub. It shows you a snapshot of your students' application progress, upcoming deadlines, and recent activity. Use it to stay on top of what needs your attention today without having to dig into individual applications.
Programs and Schools Search 1,500+ institutions by destination, field of study, and intake
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Programs and Schools is where you search for programs to match your students with. Use filters for destination, field of study, program level, and intake date. Apply eligibility filters with a student profile to instantly remove programs your student would not qualify for. Quick filters like Prime, Instant Submission, and PGWP let you narrow results in one click.
Students Add and manage all your student profiles
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Students is where you add and manage every student in your account. You can see at a glance where each student is in the application journey — from new lead through to enrolled. Add students one at a time, in bulk, or via WhatsApp using Abbie. A complete student profile is required before you can submit an application.
Applications Track every application across all your students
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Applications gives you a full list of every application across all your students. Filter by application status, whether the fee has been paid, or by destination country. Use this view when you need to check the status of a specific application or review your overall pipeline at a glance.
My Tasks All outstanding application requirements in one place
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My Tasks collects every outstanding requirement from all of your active applications into a single view. Instead of opening each application individually, you can filter, prioritise, and complete tasks right from this page. Check it daily to make sure nothing is delayed waiting on your action.
Payments Order history, ApplyCredits, and commission balance
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Payments gives you an overview of your order history, ApplyCredits balance, and commission earnings. Use this section to track what you have paid for applications, check your available credits, and review your commission balance. Commissions are processed after ApplyBoard confirms enrollment with the institution.
More features to explore
Wish Lists See the programs your students want to apply to
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Wish Lists lets you see the programs each student has saved as their shortlist. Search by student name, email, or ID to pull up their list. From there you can review what they are interested in, remove programs that are not a good fit, or create an application directly from a wishlist program. It is a practical way to turn a student's initial preferences into a focused, actionable shortlist before you start submitting applications.
360 Solutions Test vouchers, GICs, loans, visa services, and more
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360 Solutions is where you support your students beyond the application. Share test vouchers for TOEFL, PTE, Duolingo, and GRE right away — these are available before your registration is approved. Once approved, you can also access GIC programs, student loans, foreign exchange services, accommodation, and visa support.
Invite Students Student Access Portal, Embeddable Search, and Intake Form
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Owner accounts only Invite Students gives owner accounts access to lead management tools — including the Student Access Portal, Embeddable Search, and the Student Intake Form. These tools let prospective students explore programs and submit their details directly, saving you time on initial data entry. This section is only visible to owner accounts and is not available to staff accounts.
Offers Dashboard Promos, discounts, and exclusive growth opportunities
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Approval + agreement required The Offers Dashboard is where you find the latest promotions, institution discounts, and exclusive opportunities to grow your business with ApplyBoard. It becomes available once your account is approved and your agreement is signed.
TrainHub Industry training, platform courses, and certification
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TrainHub is an international education training platform available to all ApplyBoard recruitment partners. Access video courses, platform walkthroughs, and industry training to sharpen your knowledge and better support your students. TrainHub is available before and after registration approval.
  • Go to TrainHub Log in with your ApplyBoard credentials to access the full course library

Your Account Settings

Go to My Account in the top-right corner of your dashboard to manage your agency settings. Here you can update your profile and business information, view your commission policy, invite and manage staff members, and set your notification preferences.

How do I invite staff members to my account?

Go to My Account and select Manage Staff. Enter your staff member's name and email address and click Send Invitation. Your staff member will receive an email to accept the invitation and set their password. Allow up to one business day for the request to be processed. Manage Staff is available to owner accounts only, and requires your registration to be approved before it can be accessed. See How to Invite and Manage Your Staff Accounts for full guidance.

What is the difference between an owner account and a staff account?

An owner account has full administrative access, including commission details, the ability to invite staff, and access to lead management tools like Invite Students. A staff account has restricted access focused on daily operational tasks — adding students, managing applications, and completing requirements — without access to financial or administrative settings.

How do I update my notification preferences?

Go to My Account and select Notification Preferences. From here you can choose which application status updates and platform notifications you receive by email. Notification preferences are available once your registration is approved and your agency agreement is signed. See How to Update Your Notification Preferences for full guidance.

You now have everything you need to navigate ApplyBoard with confidence. Start with your first student, find the right programs, and submit your first application. Everything else — 360 Solutions, staff management, offers — is ready and waiting when you need it.

Ready to submit your first application?

Add your first student and start searching for programs right away.

Search for Programs Add Your First Student
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