Manage account users

Important notes about account users

• Because Checkr can't add users to your account, we recommend creating multiple admin users.
• Only admin users can manage account users. If you do not have the admin role assigned to your account, you must contact your admin user to assist you. 
• Admin users can:
  • Add new users.
  • Find, edit, manage, or delete existing users.

Add new users

To add a user to your account:

1. Navigate to the Account page of the Checkr Dashboard.
2. Select the Users tab.
3. Enter the person's full name and email address.
4. Select Send invitation. This invites the user to set up a password and log in. 

Delete users

To delete existing users from your account:

1. Navigate to the Account page of the Checkr Dashboard.
2. Select the Users tab.
3. Select the menu icon (three vertical dots) in the user's row.
4. Select Delete User. 
5. Select Delete User in the window that appears to confirm this action is intended.

Note: 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:

1. Navigate to the Account page of the Checkr Dashboard.
2. Select the Users tab.
3. Select the menu icon (three vertical dots) in the user's row.
4. Select Unlock user. This will send a password-reset email to the user.

Edit user roles

Checkr offers user roles with varying permissions. To edit or add user roles for your account:

1. Navigate to the Account page of the Checkr Dashboard.
2. Select the Users tab.
3. Select Edit in the Roles column.

Important notes about user roles:

• Checkr can't edit user roles.
• By default, the first user on an account is an admin.
• To assign roles to your users and grant them permissions within the Checkr Dashboard, contact your admin.

Assign nodes to and from users

Prerequisites for assigning nodes

Before you can assign nodes to users:

1. Create a hierarchy of nodes.
2. Request that Checkr enable user restrictions by nodes.

Assign nodes to and from users

To use nodes to restrict user permissions, use the steps below:

1. Navigate to the Account page of the Checkr Dashboard.
2. Select the Users tab.
3. Select the menu icon (three vertical dots) in the user's row.
4. Select Assign nodes.
5. Select nodes to assign to or unassign from the user.
6. Review your selection, and select Yes to confirm.