How do I enable Client Portal?

Invite from Clients module

1. Navigate to the Clients module.
   
2. Click on the client name who you'd want to invite to your portal. 
   
3. Inside the client detail page, click + icon near the Invited Contact(s) on the left side of the screen. 
   
   
   
4. Once you invite your client contacts, they'll receive an email. On the acceptance, they'll be taken to the login page.
   
   

Invite from Contacts module

1. Navigate to the Contacts detail page and click Invite Contact from more options.
   
   
   
2. Assign a role and profile for the contact and click Invite. 
   
   

Reinvite contacts

You can reinvite your contacts who have already been invited.  Go to Clients > Invited Contact(s) . Select the contact names that you want to invite again and click reinvite.

Deactivate Contacts

1. To deactivate them, go to Clients > Invited Contact(s) and filter Login status as Activated. 
   
2. You can now view the list of all contacts whose account is active. 
   
3. Select the contact and click the Deactivate button.
   
   

Note
You'll not have the option to invite contacts if you haven't enabled client portal. 
You can invite a maximum of 10 contacts per organization. 
In the Invited Contacts page, you get a comprehensive view of all the contacts who've been Invited, Activated, and Deactivated.

Share candidates

1. Navigate to the Candidates module.
   
2. Select the candidates to share with clients. 
   
3. You can share either a single candidate or a bunch of candidates at a time.
   
4. Click Submit to Client under Actions.
   
   
5. Click the Share tab.
   
6. Choose the Client and Job Opening.
   
7. Share it with contact(s) associated with the client along with your comments.
   
8. Click Share.