Information for Users

63 articles in this collection
Written by Diana Upson and Alex Rood
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 freelancer easy
Written by Diana Upson
Updated over a week ago

Adding a Note to a Talents' Profile

Notes are only visible to your teammates internally
Written by Diana Upson
Updated over a week ago

Editing Portfolios

Portfolios showcase external talents' 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 directly from your talents profile
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 fine and remove unregistered talent from your Shortlist
Written by Diana Upson
Updated over a week ago
Administration

Account Settings & 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 or freelancer
Written by Diana Upson
Updated over a week ago

Questionnaires & 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

External Talent / Freelancer Approvals

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

Onboarding Templates

Create custom onboarding templates for your freelance 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

Document Request

Request documents from your external 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