Who can do this: anyone who can open the list.
Every job submission list starts with your company defaults. In List configuration you can change them for one list without touching any other list.
Open the list and click List configuration. It has six tabs.
General
"The following settings overwrite the default settings for this list."
Setting | What it does | Options |
List owner | The colleague your client sees as their contact | Any user |
List access | Who can open the list and when CVs show | 7 levels. See List access and CV visibility |
Search bar on lists | Search box for clients | Show search bar / Hide search bar |
Filter visibility | How filters show for clients | Collapsed / Visible at all times |
Candidate appearance | Which profile fields clients see | Your company's candidate appearances |
Candidate upload status (for manually added candidates) | Status of candidates you add by hand | Draft (need to be activated) / Active (immediately visible to clients) |
Candidate name search | Whether clients can search by candidate name | Yes, searchable / No, not searchable |
AI-Generated Recruiter Notes | AI writes a recruiter note for new candidates | On / Off |
Auto-save AI Recruiter Notes | Save the AI note straight away or check it first | Preview AI notes first / Save AI notes to candidates immediately |
Allow clients to download candidate files | Download button on CVs and files | Yes, allow downloading candidate files / No, only allow viewing files in the web browser |
List appearance
Branding: the theme for this list. Default marks your company's main one.
List header style: User focused (list owner), Company focused or Company only (no list owner).
Company/Brand display name and Domain.
Logo and cover images for desktop and mobile, for this list only.
See Brand your client portal and lists for image sizes.
Client notifications
Default notification preference for clients you share with: Unsubscribed, Subscribed to list updates, or Subscribed to list updates & Automated follow-ups.
Email clients when a candidate is added, and when one is removed (two switches).
Automatic follow-up when a client hasn't looked at new candidates: when the first one goes out, how often it repeats and how many times.
Follow-ups aren't sent on weekends. Days count in the list owner's time zone. See Client emails: list updates and automatic follow-ups.
Submission stages
The stages on this list, with Label, Color and Icon. To review, Interview and Declined are fixed. Add your own with Add new stage, then click Save changes.
CV requested and CV revealed are fixed too, but only show when the list's access requires CV requests. See Change the stages: company default and per list.
Automations (Beta)
Update the list automatically from Bullhorn, for example when a candidate is added to a tearsheet. See Update a list automatically from Bullhorn.
Candidate data control
What clients see of every candidate on this list:
Candidate name: the primary name (for example full name or initials only) and an optional secondary line (for example job title)
Original CV / Resume, Phone, Email and Candidate location: show or hide each
When you change these, you choose whether they apply to all candidates already on the list or only to new ones. You can override this for single candidates with Control candidate data on the candidate. See Hide or anonymize candidate data.
Good to know
Changes apply to this list only. Settings on the General tab save as soon as you change them.
To change what new lists start with, see Default settings for new lists.
List access can also be changed in Share your list. It saves as soon as you pick a level.
If the list is connected to a Bullhorn job, the list header shows "Connected to job in Bullhorn" with Manage connections.