You can choose who on your team owns each talent relationship and therefore, who receives notifications of talent activity in Shortlist. Automatically directing notifications to the appropriate team member increases efficiency and helps build strong connections with your external talent.

Talent relationship managers can be set 3 ways:

  1. By selecting a specific talent and viewing their profile
  2. By selecting one or multiple talents from the tile view
  3. By selecting for an entire group

*It is important to understand how the relationship manager system works. Click here for more information.

Set relationship managers inside a talents profile

  1. Navigate to the desired talents profile
  2. On the right side, you will see the "relationship managers" section 
  1. Click on "Set relationship managers" to select or remove the desired team members
  2. Click Save after you make any changes

Set relationship managers from external talent tiles

  1. Click the checkbox in the upper left corner of the talents(s) tiles for which you would like set a relationship manager
  2. At the top of the screen, select "Set relationship managers" to select or remove the desired team members

     3. Click Save after you make any changes

Set relationship managers for a group of talent

  1. Select the desired group by clicking on the group name
  2. Click on the dropdown menu in the upper right side (beside the Add to project button)

     3. Select "Set relationship managers" to select or remove the desired team                 members
     4. Click Save after you make any changes

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