# Sharing candidates with clients > Invite a hiring team, preview a shortlist, control shared details and manage client access. _Collection: Job Advertising & Portal (job-portal) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/sharing-candidates-with-clients/_ When Client portal is enabled for your workspace, you can give hiring managers access to a job's shortlist. Clients see the candidates you share and the details you allow, then rate, comment or request interviews according to their permissions. This is separate from the public job portal where candidates apply. ## Before you start Open the job's **Client portal** tab. If the tab is missing, ask your workspace administrator whether this feature is enabled. Managing job portal settings and invitations requires permission to update jobs; sharing and unsharing candidates requires permission to update applications. Workspace defaults under **Settings → Client portal** require workspace-settings access, with update permission to save changes. A visible tab does not necessarily mean you can change every control. ## Prepare the shortlist - Turn the portal on for the job: click **Turn on** the first time, or use the switch at the top of the tab. - Under **Sharing rules**, review the client's ability to rate, comment and request interviews. - Open **Edit visibility** to choose which identity, profile, CV and process details clients can see. CV viewing and downloading have separate controls. Review any custom fields too. - Keep **Auto-share from stage** off for manual selection, or choose the stage whose incoming applications should be shared automatically. Review visibility before enabling automatic sharing. Workspace settings provide defaults; a job can override them. After changing field visibility, use **Apply to existing shares** to update candidates already shared. Changing the rule alone is not the final step for existing shares. ## Invite the hiring team - Click **Invite client** under **Hiring team** and select the people at the job's client company. **Add someone new** creates a contact at that company. - Review **What they can do**, the **Message**, and **Sending**: **Send from my mailbox** (needs a connected mailbox) or **Copy links instead**. - Click **Send invite**, or **Create link** to deliver it yourself. When links are shown, copy each person's own link and send it only to that person. Inviting someone grants access to this job's shortlist; it does not share every candidate in your database. If an email was not sent and the dialog shows a link instead, deliver that link to finish the invitation. Use the hiring-team row menu to **Resend invite** or **Copy sign-in link** when needed. How long invitation links last is set under **Settings → Client portal**. ## Share candidates and check disclosure - Choose **Share candidates** from the Client portal tab, or select candidates in the pipeline and choose **Share with client**. - Review the candidates and any visibility changes in the sharing dialog. For an individual candidate, inspect the client preview before confirming; **Edit fields for this share** changes what the client sees for this candidate only. - Turn on **Blind share** (or tick **Blind** per candidate when sharing several) if you want the client to see an anonymized candidate. Name, email, phone, LinkedIn and CV download are hidden, current employer is off by default, and the client gets an anonymized copy of the CV with a job title in place of the name. Your recruiter note is **not** redacted: remove names or other identifying details from it yourself. - Add a **Note to the client**, choose whether to **Notify the hiring team now** (off: they get it in the next digest), then share. For a blind share, Kepler makes each candidate's anonymized CV and checks it for anything that still identifies them before the share goes out. A copy that needs attention shows **Needs review**: click **Review** to open it in a new tab, check it and fix anything flagged; the list here updates by itself. Once every copy shows **Reviewed**, click **Share blind**. Use **Shared with the client** to check which candidates are shared, who has viewed them, ratings, comments and interview activity. Review the actual preview and CV before sharing sensitive information; do not assume a hidden name removes identifying details from everything you write. ## Respond to feedback The shortlist shows ratings and comments, and **Recent client activity** helps you spot new feedback. Open the candidate to follow up and reply to comments. An interview request gives you the client's preferred days and format, and arrives as a notification. Click **Schedule** on it to set the start and end time, attendees and details, then **Schedule** again: Kepler creates the interview and emails the client the time with a calendar invite. If none of their times work, choose **Decline…**, say why, and click **Decline request**; the client keeps their access. Scheduling and declining requests depend on your interview permissions. ## Remove a candidate or stop access - **Unshare** in the shared-candidates table removes that candidate from the client's shortlist. Deleting a shared candidate also removes them from the client's view. - **Revoke access** in a hiring-team member's menu stops that person's access to the job immediately. Their existing ratings and comments remain, and you can invite them again later. For an expired link or the wrong sign-in address, see [Signing in to a client shortlist](/support/articles/client-portal-sign-in/). Repeatedly forwarding an old link will not restore revoked access.