> ## Documentation Index
> Fetch the complete documentation index at: https://support.yena.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing your live pipeline with a client

> Let a client follow every candidate on a job as they move through your stages, and decide field by field what they get to see.

Some clients want more than a shortlist to approve. A hiring manager who runs a weekly status call wants to know who is at interview, who was rejected, and who is new since last week. Emailing that table every Friday is work that gets stale on Monday.

The portal can now show the pipeline itself: every candidate on the job, at their real stage, updated the moment you move them. You still decide which stages the client may look into, and which fields of a profile leave your workspace.

## Two ways to share

|                         | Hand-picked shortlist                   | Live pipeline                                         |
| ----------------------- | --------------------------------------- | ----------------------------------------------------- |
| Who appears             | Only candidates you add with **+ Add**  | Everyone on the job in the stages you allow           |
| When they appear        | When you add them                       | The moment they enter an allowed stage                |
| What the client answers | Yes, Maybe or No per candidate          | Same, or they see your real stage name instead        |
| Best for                | Presenting a curated set for a decision | Retained search, long projects, weekly status clients |

Nothing changes for portals you already have. Every existing portal stays a hand-picked shortlist until you switch it.

## Turn it on

<Steps>
  <Step title="Open the job's Portal tab">
    Every setting below lives in the **What the client sees** block on the job's **Portal** tab. There is no separate page and no new menu.
  </Step>

  <Step title="Switch on live sharing">
    Turn on **Share every candidate in the pipeline, live**. A **Pipeline stages** list appears underneath, with every stage of this job ticked. Untick the stages the client must not look into. A candidate in an unticked stage is simply not in the portal, and comes back the moment you move them into an allowed stage.

    Use **Find a stage** to search a long pipeline, and **Select all** to reset.
  </Step>

  <Step title="Decide whether the client sees your stage names">
    **Show pipeline stages** off: the client sees each candidate with their own Yes, Maybe or No, exactly as today.

    **Show pipeline stages** on: the client sees the candidate's current stage (Interview, Offer, Rejected, whatever your pipeline calls it) instead of their own verdict. Pick this when the client already knows your process and wants to follow it.
  </Step>

  <Step title="Choose the fields that leave your workspace">
    The checklist under **What the client sees** covers Photo, Name, Location, LinkedIn, CV file, Experience, Education, Languages, Current salary, Birthday and Criteria check. Turn off anything that should stay private.

    Education, Languages, Current salary and Birthday are off by default. A field you turn off is not merely hidden on the page: it is never sent to the portal at all.
  </Step>
</Steps>

## What the client never sees

Your notes, conversations, tasks and internal files stay inside Yena in both modes. The portal only carries the fields you ticked, for the candidates in the stages you allowed. **Anonymize Names**, **Allow Downloads** and **Allow Feedback** work the same way as on a [hand-picked shortlist](/en/portal/sharing-a-shortlist).

<Tip>
  One portal, one job. If a client has three open roles with you, give each role its own portal. Feedback and stage lists stay clean, and you can share a live pipeline on one role while keeping another one hand-picked.
</Tip>

<Note>
  Rejected is a stage like any other. Leave it ticked when the client wants to see who fell out; untick it when the client should only see people still in play.
</Note>