Candidately

Learn how to attach additional documents to a Candidate's profile.

Client Portal: Attach additional documents to a Candidate's profile

Set if the search bar and filters on lists should be visible or hidden

Client Portal: Search Bar & Filter Visibility Explained

Learn everything about our Split Desk Workflow functionalities

Client Portal: Split Desk Workflow

Select if manually added candidates should appear in a draft or an active status on a list

Client Portal: Default candidate upload status (for manually added candidates)

Select whether any files can be downloaded by your clients

Client Portal: Allow clients to download candidate files by default

Learn how to create faster and smarter submissions with our AI-Powered Recruiter Notes

Client Portal: AI Generated Recruiter Notes with ChatGPT

Set if clients should be able to search by candidate names on lists you share

Client Portal: Candidate name search default behavior

Set how we should handle skills parsed from candidate resumes

Client Portal: Candidate skills behavior explained

Learn how to make entering a decline reason required for your clients

Client Portal: How to make the decline reason required

Learn how to add a client login button to your website

Client Portal: Setup your client portal login on 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?

Learn how to set up automations within Candidately in order to automatically update your lists given certain actions in Bullhorn

Client Portal: Automatically update lists through Candidately Automations

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

Understanding Candidate Information Pre-fill Priorities

Client Portal: How fields are pre-filled with data automatically - data priority parsing

Gustavo Teran

Provides information on additional features, pro tips, and best practices

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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.

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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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