Candidately

Your step by step guide to get started with your Client Portal

Client Portal: The Step By Step Guide to get started

Complete your custom branding by setting up your custom URL

Client Portal: Set up your Custom URL

Learn how to set up branding for your Client Portal.

Client Portal: Set up your Branding

Client Portal: Customized Candidate Presentations - A Guide to Candidate Appearances

Learn how to create new custom fields and manage default fields

Client Portal: Customized Candidate Presentations - A Guide to Field Management

Learn how to manage and reuse your stored candidate profiles.

Client Portal: Your Candidate Database

Gustavo Teran

Covers the foundational steps to get started, including initial configuration and essential features

Basic Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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