Communicating with Guests using Notes

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.
   

2. Click on the "+" icon next to "Add Note".
   

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.
   

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

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.
   

2. Click on the "+" icon next to "Add Note".
   

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.
   

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

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.
   

2. Click on the candidate that you wish to share a note on.
   

3. Click on the "+" icon next to "Add Note".
   

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.
   

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