Who can do this: anyone who can open the list.
Product: Client Portal
Where: List configuration → General for the owner, Assignees for colleagues
Every list has one list owner, the person your client sees as their contact. Assignees are the colleagues who work on the list with you and get its emails.
Change the list owner
Open the list and click List configuration → General.
Under List owner, select the new owner. The change saves straight away.
The new owner shows on the list as your client's contact. Depending on List header style (in List appearance), clients see their name, photo and title at the top of the list.
The List owner field
Select the new owner here. The change saves straight away.
Assign colleagues to a list
Open the list and click Assignees at the top right.
Select the colleagues who should work on the list.
Click Save.
You can also select colleagues under Assign colleagues when you create a list.
The Assignees dialog
The dialog lists the list owner and your colleagues. Select the colleagues who should work on the list, then click Save.
What do assignees get?
Access to the list, also when they're Members who couldn't see it otherwise.
List emails, for example when a client opens the list for the first time.
On new candidates, they're added as Colleagues receiving notifications, so they get that candidate's messages and requests.
Who gets emails about one candidate?
On a job submission list, each candidate has their own participants. To change them, open the candidate, click the participant avatars above the Messenger (Add or remove participants) and edit:
Colleagues receiving notifications: your colleagues
Clients receiving notifications: client contacts on this list
Search to add someone, click the x to remove them.
Participants on one candidate
Colleagues and client contacts who get this candidate's emails, in two separate fields.
Good to know
Assigning colleagues after candidates are on the list doesn't add them to those candidates. Add them as participants on the candidates if they need those emails.
When a colleague leaves, an Owner or Admin reassigns their lists when removing them in Settings → Users.
Colleagues are added as assignees automatically when they share the list, change its status, add a candidate, or mark a candidate ready or set one active.
Pro tip: Assign colleagues before you add candidates. Colleagues you assign later aren't added to the candidates already on the list.
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