If you have the admin user role, you can do the tasks below in the Users tab of the Account page of the Checkr Dashboard:
- Add new users.
- Find, edit, manage, or delete existing users.
Add new users
To add a user, enter the person's email address in the "Enter email" field and select "Add user." Checkr invites the user to set up a password and log in.
Because Checkr can't add users to your account, we recommend that you create multiple admin users. If your account has no admin, contact Checkr to create one.
Assign roles to users
Checkr can't edit user roles. To edit or add user roles for your account, contact your admin. By default, the first user on an account is an admin. Checkr offers user roles with varying permissions.
To assign roles to your users and grant them permissions within the Checkr Dashboard, select Edit in the Roles column.
To delete existing users from your account, select the menu icon and select Delete User. Checkr issues a confirmation and then deletes the user from your account. You can't restore deleted users, but you can add the same email address again.
Unlock user accounts
Users with too many failed login attempts lose access to their accounts. To regain access to their account, a user must reset their password. To send a user a password-reset email, select "Unlock user" from the menu next to their name.
Assign nodes to users
Before you can assign nodes to users, take the steps below for your account:
- Create a hierarchy of nodes.
- Request that Checkr enable user restrictions by nodes.
To use nodes to restrict user permissions, use the steps below:
- From the menu, select "Assign nodes."
- Select nodes to assign to, or unassign from, the user.
- Review your selection, and select Yes to confirm.