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Settings

Settings Overview
Shortlist allows you to customize many aspects of your platform! Read below to learn more. This article gives you an overview of the settings options ...
Mon, 13 Sep, 2021 at 11:33 AM
Account and Personal Settings
Create and adjust your Shortlist settings. There are two types of settings - personal, which can be set by each team member, and company settings that need ...
Mon, 13 Sep, 2021 at 11:34 AM
Inviting and Removing Team Members in Shortlist
Easily add your colleagues to help manage your external workforce! Collaborating on talent acquisition processes and project assignments is easy in Shortlis...
Mon, 13 Sep, 2021 at 12:00 PM
User Permissions & Access
Help your team focus on only what they need by adjusting user permissions and access levels. Shortlist gives you the flexibility to set module permissions b...
Mon, 13 Sep, 2021 at 12:00 PM
Teams & Dashboards
Dashboards allow you to tailor your welcome screen for internal team users. This simple page will direct them to specific platform actions that are relevant...
Mon, 13 Sep, 2021 at 12:01 PM
Public Portals
Source great talent with your public facing opportunity portal! Customize your public portal to display open opportunities, projects and job openings, in or...
Mon, 13 Sep, 2021 at 12:02 PM
Custom Field Templates
Custom Field templates allow you to create a template that you will use for new opportunities. This will allow you to create a set of custom fields that you...
Tue, 29 Jun, 2021 at 11:27 PM
Custom Rates
Create new custom rates to ensure the cost for each talent and project is tracked correctly. Shortlist allows users to create new rates (edit the name of an...
Mon, 13 Sep, 2021 at 12:05 PM
Invoice Forwarding
You can automatically notify someone in your organization of a change in invoice status. This means no more emails back and forth or missed payment deadline...
Mon, 13 Sep, 2021 at 12:05 PM
Adding New Template Agreements & Forms
Automatically gather signatures on necessary agreements and forms with agreement templates!  When you send your talent agreements in Shortlist, they are ele...
Mon, 13 Sep, 2021 at 12:06 PM