Candidate Portal: Client Users
In this support document, the Client Users Tab will be shown useful if the Candidate Portal is turned off for the firm. Users can view Client options in the Compliance tab.
Clients Users Table includes the following columns:
Name, Role, Email, Company, Activated Date, Active Projects, Closed projects.
Click or tap on the Client names to open up the Person/Candidate Record Panel.
Clients “Role” in the Client User tab displays Not Activated or Client.
Users can click or tap Active project to see Client’s projects in the person panel. The client’s status on the project can be identified under the Project Title.
Click the ellipses of your desired candidate to send an Access link directly to the Clients Portal.
Users can filter Clients by using the search bar to filter all table fields.
The Client Users list can be exported and downloaded.