> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Spott's Company Portal

> Give clients direct, secure access to the candidates you present for their roles.

The Company Portal is a secure space where your clients can view their open roles,
track candidate submissions, and collaborate with your team. It reduces back-and-forth
communication and gives clients real-time visibility into the hiring process.

## Access a job's Company Portal tab

<Frame>
  <img src="https://mintcdn.com/spott-docs/p014P0_PfappR2TU/images/jobs/company-portal-tab.webp?fit=max&auto=format&n=p014P0_PfappR2TU&q=85&s=480fc20bc441f32067cf1f39c5f1e685" alt="The Company Portal tab with published candidates" width="1600" height="808" data-path="images/jobs/company-portal-tab.webp" />
</Frame>

In Spott, go to **Jobs**, open the job, and click the **Company Portal** tab. Inside,
the subtabs show the portal **Overview**, client **Activity**, published
**Candidates**, and **Rejected** candidates.

## Publishing candidates

<Frame>
  <img src="https://mintcdn.com/spott-docs/BcBJEduCI24YUK4-/images/jobs/company-portal-controls.webp?fit=max&auto=format&n=BcBJEduCI24YUK4-&q=85&s=3bd9dddb64a1c7f2dbf303029190bc17" alt="The portal controls with visible fields and invites" width="932" height="1536" data-path="images/jobs/company-portal-controls.webp" />
</Frame>

You control exactly who is visible to the client:

* 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.

Only contacts registered under the company associated with the job can be invited to
the portal.

<Frame>
  <img src="https://mintcdn.com/spott-docs/p014P0_PfappR2TU/images/jobs/company-portal-client-view.webp?fit=max&auto=format&n=p014P0_PfappR2TU&q=85&s=d17d38afe8bc1fb7f8a00bfdb04a4c99" alt="What the client sees in the portal" width="1600" height="808" data-path="images/jobs/company-portal-client-view.webp" />
</Frame>

## 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.

<Note>
  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.
</Note>
