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Sharing Crew Portfolios

The Share Page Allows You To Send A Curated Portfolio Of Crew Members To A Client. You Can Control What They See, How It Looks, And Whether It Is Displayed As Cards Or A Table.

Sharing via tags

Click TAG on the Workforce page then Click TAG SHARE PAGE

image3

Tag Share Page

The share page appears with the ABC Tag team.

Share Page

Sharing via job role

Click the Job Role.image13

Role Selection

Click the SHARE PAGE icon.

image7Share page icon

Choose a View

Once on the Share page, the Portfolio will display in CARDS view by default.

image2Portfolio Cards

To switch to TABLE view, click SETTINGS.

image5Portfolio Settings

Open the VIEW dropdown menu and select TABLE view.

image6

View Settings

Scroll to the Table Options section and select the columns you want to display by turning the toggles on or off.
image11

Table Options

Customise the Share page by updating the branding, content, and profile display options as needed.

image10Settings Pop-in

Click a Crew member’s name to open their Crew Profile.

image1

Crew Profile

Add to or edit their bio.
image8Adding to the Crews BIO

Click the override box to change the bio for this share link only.

image9Override Box

We can also show photos of the Crew that we think are relevant to the client by clicking this show image box. 

Once finished:

  • Click SAVE to save our photo edits 

  • SAVE to save our BIO edits and the Popin closes

Adding Photos

Click COPY URL to send the link to your client.

Copy URL Button