Information for Internal Team Members

70 articles in this collection
Written by Diana Upson, Erin Andres, and Alex Rood
Administration

Account Settings and Password Update

Establish the basic settings for your account
Written by Diana Upson
Updated over a week ago

Setting a Team Members User Role

Manage access levels by setting user roles
Written by Diana Upson
Updated over a week ago

User Permissions

Set user permissions to manage account level access
Written by Diana Upson
Updated over a week ago

Public Portals

Use your portal to post public projects and talent pools
Written by Diana Upson
Updated over a week ago

Invoice Forwarding

Send automatic notifications when invoice status changes
Written by Diana Upson
Updated over a week ago

Understanding the Relationship Manager Feature

Learn how the talent relationship manager feature works
Written by Diana Upson
Updated over a week ago

Assigning Relationship Managers

Decide who receives notifications from each external talent
Written by Diana Upson
Updated over a week ago

Questionnaires and Questionnaire Templates

Understand more about your talent's capabilities, create onboarding workflows and detailed project responses
Written by Diana Upson
Updated over a week ago

Onboarding Templates

Create custom onboarding templates for your external talent
Written by Diana Upson
Updated over a week ago

Assigning Onboarding Templates

How to use and send onboarding templates
Written by Diana Upson
Updated over a week ago

Requested Documents

Request a document from external talent during the onboarding process
Written by Erin Andres
Updated over a week ago

External Talent Approvals

Build custom approval workflows for new talent
Written by Diana Upson
Updated over a week ago

Talent Invitation Links

Create a custom invitation & onboarding flow for your external talent
Written by Diana Upson
Updated over a week ago

Adding an internal note within Shortlist

Learn how to use internal notes
Written by Erin Andres
Updated over a week ago

Understanding restricted visibility within Shortlist

Resctriction and visibility of internal features
Written by Erin Andres
Updated over a week ago

Custom Field Templates

Create custom request templates for your requests and tasks
Written by Erin Andres
Updated over a week ago
External Talent & Vendors

Inviting External Talent to your Shortlist

Add external talent to build your Shortlist
Written by Diana Upson
Updated over a week ago

Editing External Talent Profiles

Adding detail to talent profiles makes finding the right talent easy
Written by Diana Upson
Updated over a week ago

Editing Portfolios

Portfolios showcase external talent's past work
Written by Diana Upson
Updated over a week ago

Rating & Reviewing External Talent

Rate and Review external talent after project completion or based on prior interactions
Written by Diana Upson
Updated over a week ago

Ranking your External Talent

Use ranks to create different tiers of external talent
Written by Diana Upson
Updated over a week ago

So You See External Talent You've Worked With - Make Your Teammates Aware

Let your teammates know which external talent you've worked with
Written by Diana Upson
Updated over a week ago

Communicating with your External Talent

Send & receive messages through Shortlist
Written by Diana Upson
Updated over a week ago

Talent Pools

Use talent pools to recruit new external talent
Written by Diana Upson
Updated over a week ago

Requesting Feedback on your External Talent

Request feedback from those who have worked with your talent in the past.
Written by Diana Upson
Updated over a week ago

Talent Availability

Written by Diana Upson
Updated over a week ago

Removing Unregistered Talent

How to find and remove unregistered talent from your Shortlist
Written by Diana Upson
Updated over a week ago