Who can do this: Owners and Admins copy the link. Whoever manages your website adds it.
Product: Client Portal
Where: Settings → List settings → Client portal, then your own website
Add a "Client login" link to your website that opens your client portal. Your clients log in with their email and see every list you've shared with them, for all their jobs, in one place.
Why add a client login
One place for all jobs. A client with several open jobs finds every list under All Lists, old and new. No digging through emails for the right link.
No password. Clients enter their email and get a login link.
Your brand. The portal shows your logo and colors, and on your own domain the address looks like part of your website (for example candidates.youragency.com).
Messages in one place. Under Messages clients find all their conversations with your team.
Fewer "can you resend the link?" emails. Clients find their way back to their lists on their own.
Have these ready
Access to edit your website, or the person who manages it (web agency, marketing or IT).
Optional: your own domain for the portal. See Use your own web address for the client portal.
Step 1: Copy your Client portal URL
Go to Settings → List settings → Client portal.
You see one portal for the Candidately address (my.candidate.ly/cp/…) and one for each custom domain you've set up. If you have your own domain, use that one.
Check the Theme. It sets the branding clients see on the portal.
Click copy next to the Client portal URL. Click open to check it first.
Copy the Client portal URL for your domain
In this example the agency uses its own domain, candidates.talentbird.ai.
Step 2: Add the link to your website
Put the link where clients look for a login. Most agencies use one or both of these places:
Top menu. A "Client login" or "Sign in" link in the header, next to Contact or your candidate login. It shows on every page.
Sign-in page. If your website has a sign-in page for clients and candidates, put the Client portal URL on the clients' button.
Link the button straight to the Client portal URL you copied. For your web team, the link looks like this:
<a href="https://candidates.youragency.com">Client login</a>
Example: Sign in in the top menu
Talentbird has Sign in in the header of every page.
Example: Client sign in button
On the sign-in page, Client sign in opens the client portal. Candidates have their own button.
Step 3: Test it
Open your website in a private browser window.
Click your new client login link. Your client portal login page opens.
Send the link to your clients too, for example in your email signature or the first email for a new job.
What your clients see
The client clicks your client login link and enters their email.
They get an email with a login link. No password.
They land on All Lists: every list you've shared with them, with the number of candidates and their stages. Messages has their conversations with you.
Where clients land after they log in
All Lists shows every list you've shared with the client, in your branding.
Good to know
Clients only see lists that were shared with their email address. If a client misses a list, check they're a contact on it.
The All Lists link at the top of a list works for your clients. When you open a list yourself as a preview, it doesn't take you anywhere.
The login link from the login page works for 30 minutes. If it has expired, the client can ask for a new one.
There's no code to embed the portal inside a page on your website. Link to it instead.
Pro tip: Use the portal on your own domain, like candidates.youragency.com. Clients recognize the address and the login looks like part of your website.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.