Choose Client Visibility Settings

Here, we will show you how to manage what data your clients can see within a given project.



1.
 Begin by navigating to the project you wish to change visibility settings on. Click on the Projects menu option [1], find the project and click on the title [2]:

Navigate to Project


2. Click on the Admin tab [1] then scroll down until you see the Candidate Data Visible to Clients section [2]. There are many Candidate visibility options [3] that can be set at the project level. These settings affect the default visibility status of individual candidates within the system, but individual client visibility settings can still be changed on a Person by Person basis:

Project Admin Tab Scroll Down for Client Visibility Settings


4. These project visibility settings have default values that can be changed at the Firm level. This comes in very handy when you are creating a large number of projects with limited client visibility options.


CLOCKWORK INITIAL TRAINING:

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Why can't my Client see the notes I made?

Project Clients - Viewing as Client

Invite a Client to View a Project

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