How to add Clients and Stakeholders to a Campaign

Navigate to Manage campaigns in the lefthand toolbar.

On the Campaigns screen select the Campaign you want to provide access for. 

In the Campaign profile click on Campaign Setup.

On the Campaign Setup screen select the Client access tile.

In the Client Access window use the search tool to Select a contact.

When the Contact is selected click on + to save.

Tip: the email address which appears on the Client Access screen below the Contact name is the email which the Contact will need to login to the Hire Insight Client Portal.

Tip: Select whether the client will have access to compensation details

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