Who can do this: Owners and Admins, and Members on lists they own or are assigned to.
Product: Client Portal
Where: Job submission lists → Create new list
Create a list for a job, add a candidate, make both live and send the list to your client. This is the whole flow once, start to finish.
Have these ready:
One or two candidates, as CV files or already in Candidately or Bullhorn
The email address, name and company of the client contact you're sending the list to
1. Create the list
Click Job submission lists in the left menu, then Create new list.
Under Enter a list name, enter the job, for example "Senior Java Developer - Berlin". Your client sees this name.
Check Branding, Candidate appearance and List owner. Optional: select colleagues under Assign colleagues (optional).
Click Create list. The list opens as Draft.
The Create new list form
Enter the list name and check the branding, candidate appearance and list owner before you click Create list.
2. Add a candidate
Click Add candidate and select an option: Upload candidate CV, Import candidate from Bullhorn, Add candidate from candidate database or Add candidate without resume/CV.
For a candidate already in Candidately: choose Add candidate from candidate database, search for the person, select them and click Select candidate profile.
The candidate is added as Draft. Clients can't see Draft candidates.
3. Review and activate the candidate
Click Review & Update on the candidate card.
Check the profile and the recruiter note. Change anything that's wrong and click Update candidate.
Click Set active.
Review & Update
Check the profile, then click Update candidate to save it or Set active to show it to your client.
If your company uses the split-desk workflow, you'll also see Mark as ready. That sends the candidate to a colleague for review first. See Split-desk workflow: Ready and AE Rejected.
4. Make the list active
At the top of the list, click Set active. The list status changes to Active. Clients can only open active lists.
5. Share the list
Click Share your list.
Enter your client's name or email. Select the contact, or choose (add as new contact).
For a new contact, fill in Email address, Company (select one or add a new company), First name and Last name, then click Create.
Add more contacts from the same company if you like. Each one gets their own email.
Check the message. You can select one of your Email templates. Keep Include list of "Active" candidates below the message. selected to list the candidates in the email.
Click Preview to see the email. Select Notify colleagues assigned to list if your colleagues should get a copy.
Click Send. You see "List has been shared successfully".
The Share dialog
The dialog shows your client contacts and the message. Click Preview to check the email before you send it.
What happens after you share?
Each contact gets an email with a link to the list. The link logs them straight in.
The client's company now shows under the list name.
When a contact opens the list for the first time, you get an email ("… just visited your list").
When they request a CV, request an interview, decline a candidate or write a message, you get an email and the candidate card shows the new message. Their colleagues on the list see it too.
Good to know
Clients only see Active candidates. Draft, Ready and Inactive candidates stay hidden.
New lists start with the access setting "Verification for CV access required": anyone with the link sees the list, and CVs show once the client confirms their email. To make clients ask for each CV, change it in Share your list or List configuration. See List access and CV visibility.
The CV requested and CV revealed stages only show on lists where CVs need to be requested.
Want to test with yourself as the client? Use a private email address, not one that will later be a Candidately user login. An email address can only belong to one account, so using a future colleague's address can block their invite later.
Pro tip: Before you click Share your list, click More → Preview list. It shows the list exactly as your client will see it, without sending anything.
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