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How to Enable a Client Portal Link in ATZ CRM

Generate a secure online candidate list link in ATZ CRM, control candidate visibility, and protect shared candidate pages with a passcode.

Quick Answer

Open the job, select Submit Candidates, choose Online Candidate List, copy the generated link, adjust candidate visibility, and optionally protect public pages with a passcode.

The Client Portal Link lets recruiters share a controlled online list of submitted candidates with a client. It reduces email attachments, improves feedback flow, and lets you control what candidate data the client can see.

  1. Open the job you want to submit candidates for.

Open job for client portal link

  1. Select Submit Candidates.
  2. Choose Online Candidate List.

Choose online candidate list

  1. Copy the generated URL and share it with the client.

Control Candidate Visibility

After generating the list, toggle candidate visibility on or off for the client.

Control candidate visibility

Add Passcode Protection

  1. Go to Admin Settings.

Open account settings for passcode

  1. Select Set Passcode for Public Pages.
  2. Enter a six-digit passcode.
  3. Save and share the passcode with the client.

Set public page passcode

Use Cases

  • Share shortlisted candidates securely.
  • Avoid sending many resume attachments.
  • Collect structured client feedback on submitted candidates.

Troubleshooting

Submit Candidate Cannot Proceed

Confirm the job has a primary contact with a valid email address.

Check whether passcode protection is enabled and share the correct passcode.

Client Sees the Wrong Candidates

Review candidate visibility toggles for the online list.

Frequently Asked Questions

Can I email resumes instead?

Yes. The source article notes that you can email up to 15 resumes.

Is the URL unique?

Yes. The online candidate list URL is unique to the job submission context.

Can I change visible fields?

Yes. Use Fields Shared with Client settings.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.