Co-workers can collaborate on shared mandates and candidate pools, depending on their access.

Co-worker collaboration process

1. Access a shared mandate or pool: Open a shared mandate or pool. If you do not have access to a pool, request access.
2. Create or contribute to a pool: Co-workers can create new pools within shared mandates.
3. Add candidates: Add specific candidates to your own pools while retaining the original pool location.
4. Share pools: Share pools with clients or hiring managers.

Co-worker collaboration can take place across Sales, Recruiter, and Admin roles. The actions available to each role depend on the applicable permissions.


For further query please reachout to us.