Workflows
Clients, roles, and submissions
How the three-level hierarchy works, what each level is for, and when to archive vs delete.
Submio organizes work as a three-level tree: clients contain roles, and roles contain submissions. Everything you do — scorecards, pipeline stages, HM access — is scoped at the role level.
Clients
A client is one company or hiring engagement. Most independent recruiters create one client per company they work with. You can add internal notes (deal terms, contact preferences, fee structure) on the client record — they never leave Submio.
Roles
A role lives under a client. When you open a role, you choose its pipeline stages (e.g. Inbox → Screen → Interview → Offer) and its scorecard — the small set of attributes you want hiring managers to grade candidates on.
Note
On the Free plan you can keep one role active at a time. Archive a role (or hire / close it) to free up a slot, or upgrade to Pro for unlimited active roles.
Submissions
A submission is one candidate going through one role. Each submission has its own public review URL and its own activity timeline. You can have unlimited submissions per role on every plan, including Free.