Communicating with Guests using Notes
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Communicating with Guests using Notes

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Note

Refer to this article for a step-by-step guide on how to add a Guest.

Once a Guest has been added to a specific organization’s (Client/Department) team, Manatal allows users to share notes with them under 3 circumstances:

  • The note pertains to the Organization (Client/Department) under which the Guest is registered.
  • The note pertains to a Job in the Organization (Client/Department) under which the Guest is registered.
  • The note pertains to a Candidate that was added to a Job in the Organization (Client/Department) under which the Guest is registered. For notes under candidates to be visible, the candidate himself must be at a stage in the pipeline that Guests are allowed to see. Please refer to this article for more details.

Share a Note pertaining to the Organization

  1. From the Organization's (Client's/Department's) page, click on the "Notes" tab.
    Communicating with Guests using Notes 1

  2. Click on the "+" icon next to "Add Note".
    Communicating with Guests using Notes 2

  3. Write your note. It is possible to tag Guests or team members by typing "@" followed by their name to make sure they receive a notification.
    Communicating with Guests using Notes 3

  4. Enable "Share with Guest" and click "Save". The Organization's (Client's/Department's) Guests will now be able to view the note.
    Communicating with Guests using Notes 4

Communicating with Guests using Notes 5

Share a Note pertaining to a Job within the Organization

  1. Navigate to a job page within the Organization (Client/Department) page, click on the "Notes" tab.
    Communicating with Guests using Notes 6

  2. Click on the "+" icon next to "Add Note".
    Communicating with Guests using Notes 7

  3. Write your note. It is possible to tag Guests or team members by typing "@" followed by their name to make sure they receive a notification.
    Communicating with Guests using Notes 8

  4. Enable "Share with Guest" and click "Save". The Organization's (Client's/Department's) Guests will now be able to view the note.
    Communicating with Guests using Notes 9

Communicating with Guests using Notes 10

Share a Note pertaining to a Candidate that was added to a Job within the Organization

  1. Navigate to a job page within the Organization (Client/Department) page, click on the "Notes" tab.
    Communicating with Guests using Notes 6

  2. Click on the candidate that you wish to share a note on.
    Communicating with Guests using Notes 11

  3. Click on the "+" icon next to "Add Note".
    Communicating with Guests using Notes 12

  4. Write your note. It is possible to tag Guests or team members by typing "@" followed by their name to make sure they receive a notification.
    Communicating with Guests using Notes 13

Enable "Share with Guest" and click "Save". The Organization's (Client's/Department's) Guests will now be able to view the note.
Communicating with Guests using Notes 14

Communicating with Guests using Notes 15


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