Access a job’s Company Portal tab

Publishing candidates

- Publish a single candidate with Publish on portal.
- Publish in bulk from the job’s pipeline: select candidates with the checkboxes and choose Add to company portal.
- Publish automatically by stage: with Show all candidates in real time enabled, configure which pipeline stages trigger publication. Candidates are then shared with the client as soon as they reach the right stage, with no manual publishing one by one.
Portal controls
On the right panel you can:- Open or close the portal with the status toggle.
- Preview the portal to see exactly what your client will see.
- Choose the visible candidate fields: first and last name, profile picture, email and phone, city and country, LinkedIn, latest CV, work experience, and education. Any custom attributes on the record can be shown too.
- Toggle Show all candidates in real time so newly added or updated candidates appear for the client automatically, rather than a fixed snapshot. Each pipeline stage has its own toggle, so you decide which stages publish to the portal; early stages such as a long list can stay internal while later stages share automatically. You can also choose whether to show candidate stages and scorecards.
- Show or hide the hiring team names and their contact details.
- Invite contacts: send client contacts an email with their personal access link to the portal.

Workflow
- Select which candidates to publish.
- Configure the visible fields to show or hide details.
- Invite the client contacts who should have access.
- Track their feedback and activity from the Activity subtab.
Clients can view candidates, leave comments, and request an interview. They cannot
move candidates between stages, reject candidates, or bulk-export files. Those stay
with your team.

