Client Portal
Discover how to set up, use, and optimize the Client Portal to streamline candidate submissions and enable seamless client collaboration
By Gustavo1 author74 articles
Basic Setup
Covers the foundational steps to get started, including initial configuration and essential features
- Client Portal: The Step By Step Guide to get startedYour step by step guide to get started with your Client Portal
- Client Portal: Set up your Custom URLComplete your custom branding by setting up your custom URL
- Client Portal: Set up your BrandingLearn how to set up branding for your Client Portal.
- Client Portal: Customized Candidate Presentations - A Guide to Candidate Appearances
- Client Portal: Customized Candidate Presentations - A Guide to Field ManagementLearn how to create new custom fields and manage default fields
- Client Portal: Your Candidate DatabaseLearn how to manage and reuse your stored candidate profiles.
Advanced Setup
Focuses on customizing and optimizing advanced features to enhance productivity and efficiency
- Client Portal: How the resume parsing worksDiscover how our proprietary AI parser works.
- Client Portal: Share a list with multiple client contactsLearn about list sharing
- Client Portal: List Access & CV/Resume visibility explainedLearn how to control access to your lists and candidate resumes
- Client Portal: Submission Stages explainedLearn how to allow you and your clients to track the entire lifecycle of candidates seamlessly with submission stages
- Client Portal: Email Templates
- Client Portal: List sharing - Personalize outgoing emails
- Client Portal: Client email notifications explained
- Client Portal: Client email notifications - Automated Follow-Ups
- Client Portal: Client email notifications - Subscribe to list updates
- Client Portal: Assign colleagues to a list
- Client Portal: Preview your candidate profile and list before sharing it with a client
- Client Portal: Candidate statuses explained
- Client Portal: Navigating the Standalone Messenger
- Client Portal: Get started with AI-Powered Candidate Profiles
- Client Portal: User types & permissions explainedLearn about the different user types and permissions.
Bullhorn Integration
Guides users through connecting, configuring, and utilizing our Bullhorn integration
- Client Portal: Setup your Candidately custom tab in BullhornLearn how to connect your Bullhorn account to our Client Portal.
- Client Portal: Bullhorn Field MappingLearn how to setup and configure custom field mapping from Bullhorn to Candidately.
- Client Portal: Troubleshooting Guide - Fixing a Blank Page Issue
- Client Portal: Troubleshooting Guide - Fixing a Display Issue
- Client Portal: My Bullhorn connection broke - how to set up Auto Reconnect
- Client Portal: How do client contact suggestions work?
- Client Portal: Auto-import of candidates from jobs
- Client Portal: Customize Notes synced to Bullhorn from Candidate.ly
- Client Portal: Jobs Submission Status Mapping
- Client Portal: Sync client contacts and companies to Candidate.ly
- Client Portal: Bullhorn Automation (previously Herefish) trigger
- Client Portal: Navigating Candidate.ly custom tab in the company and contact records in Bullhorn
Pro Tips & More
Provides information on additional features, pro tips, and best practices
- Client Portal: Attach additional documents to a Candidate's profileLearn how to attach additional documents to a Candidate's profile.
- Client Portal: Search Bar & Filter Visibility ExplainedSet if the search bar and filters on lists should be visible or hidden
- Client Portal: Split Desk WorkflowLearn everything about our Split Desk Workflow functionalities
- Client Portal: Default candidate upload status (for manually added candidates)Select if manually added candidates should appear in a draft or an active status on a list
- Client Portal: Allow clients to download candidate files by defaultSelect whether any files can be downloaded by your clients
- Client Portal: AI Generated Recruiter Notes with ChatGPTLearn how to create faster and smarter submissions with our AI-Powered Recruiter Notes
- Client Portal: Candidate name search default behaviorSet if clients should be able to search by candidate names on lists you share
- Client Portal: Candidate skills behavior explainedSet how we should handle skills parsed from candidate resumes
- Client Portal: How to make the decline reason requiredLearn how to make entering a decline reason required for your clients
- Client Portal: Setup your client portal login on your websiteLearn how to add a client login button to your website
- Client Portal: How to update Submission Stages on behalf of your clients
- Client Portal: Candidate Assignees - Fine-Tune Email Notifications to Users and Clients
- Client Portal: Activating and Utilizing the "Teams" Feature in Candidate.ly
- Client Portal: Activity feed & notifications explained
- Client Portal: Add additional candidates to an existing submission
- Client Portal: How does my submission look like for the client?
- Client Portal: Edit list name
- Client Portal: Pause, archive or delete a list
- Client Portal: How to remove a client from a shared list
- Client Portal: How to resend a list to your client
- Client Portal: Sort Candidates on your list
- Client Portal: Adding Candidates Without CVs/Resumes to Lists
- Client Portal: How to request & grant access to lists
- Client Portal: Internal Notifications explained
- Client Portal: Is Candidately mobile friendly?
- Client Portal: Does my client need a login to access my shared lists?
- Client Portal: How can my client forward a list to their colleagues?
- Client Portal: Can my client see multiple jobs in one place?
- Client Portal: How does the Search Bar work for my clients?
- Client Portal: How does the Live Chat work?
- Client Portal: How can my client provide me feedback on a submission?
- Client Portal: Preparing my client to collaborate on links
- Client Portal: Why are links better than attachments?
- Client Portal: Automatically update lists through Candidately AutomationsLearn how to set up automations within Candidately in order to automatically update your lists given certain actions in Bullhorn
- Client Portal: Duplicate a candidate to another submission
- Client Portal: How to replace a candidate's CV/Resume
- Client Portal: How to edit candidate details
- Client Portal: How to remove a candidate from a submission
- Client Portal: Date added visibility
- Client Portal: Single and Multiple Select Field Types
- Client Portal: How fields are pre-filled with data automatically - data priority parsingUnderstanding Candidate Information Pre-fill Priorities