All CollectionsClient PortalShare with clientsShare with clientsSend lists to clients and control what they can open and see.By Jan1 author·10 articlesShare a list with a clientSend a job submission list to one or more contacts at your client. Each contact gets an email with a personal link, so they don't need a password.Share a list by linkCopy your list's link and send it yourself, for example from your own email or in a message to your client.List access and CV visibilityList access decides two things: who can open your list, and how your client gets to the full CV.Reveal a CV when a client requests itOn lists where CVs need to be requested, your client asks for the full CV and you decide when to reveal it.Hide or anonymize candidate dataChoose what clients see about your candidates: their name, CV, phone, email and location. Set it for the whole list, then change it for single candidates if you need to.Write and personalize the share emailWhen you share a list, you write the email your client gets. Use placeholders so each contact sees their own name.Resend a list, message everyone or remove a clientManage the client contacts you've shared a list with: send the invite again, write to all of them, or take someone off the list.Create and use email templatesSave the emails you send when you share a list, so you don't write them each time.Add client companies and contactsEnd clients is where your client companies and their contacts live. You share lists with these contacts, and you can see which lists each company has received.Add a client login to your websiteGive your clients one page with every list you've shared with them. Put the link on your website, for example as a "Client login" button.
