Checkr's user roles provide varying levels of access for team members involved in each stage of the background check process.
Assign roles to users
For security purposes, Checkr can't edit user permissions. To edit or add user roles for your account, contact your team's admin. By default, the first user on an account is always an admin.
To manage user permissions, log in to the Checkr Dashboard as an admin. Open the Account settings page. Click the Users tab, and then click Edit in the Roles column.
Depending on the user's role, set one or more of the permissions below. Individual users can have multiple roles, such as adjudicator and requester. To create custom roles and permissions, contact Checkr.
Available user roles
- Limited user: Limited users can access the candidates list but can't access candidate or report details. All new users on an account automatically have this role.
- User: The user role can access reports. Assign the user role to staff who provide candidates with updates on their background checks.
- Requester: The requester role can perform the tasks below. Assign this role to recruiters who initiate background checks.
- Access, send, monitor, and cancel invitations to initiate background checks.
- Add a screening to an existing package.
- Find report statuses on the Candidates page but can't find the results of completed reports.
- Access candidate documents and exceptions but not completed report details.
- Adjudicator: The adjudicator role can perform the tasks below. Assign this role to adjudication staff.
- Access candidate and report details.
- Adjudicate reports.
- Engage candidates.
- Send pre-adverse action notices to candidates.
- Restricted admin: The restricted admin role is available only for accounts that have Account Hierarchy enabled. This role can perform all tasks of adjudicators and requesters for candidates in their account hierarchy node but can't update billing information or settings.
This role can also perform the tasks below. Assign this role to administrators for subnodes on your account. - Invite users to the account.
- Add screenings.
- Save packages.
- Assign non-admin user roles.
- Find invoices.
- Change developer settings.
- Admin: The admin role has full access to all functionality in the Checkr Dashboard, with no node restrictions. This role can perform all tasks, including the ones below. Limit this role to core members of your team.
- Update account settings, including billing information.
- Add screenings.
- Save packages.
- Assign all roles to any account user.
Assign work locations to users
Use work locations to manage access to candidate information for your team by geographic location. Users subscribed to a specific location can access and manage candidates only in those locations.
To manage the locations assigned to a specific user, use the steps below:
- Click the menu icon at the far right of the user's name.
- Select Edit geos.
- Choose the locations to subscribe that user to.