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How do I manage user permissions?

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James
  • November 20, 2019 18:45
  • Updated
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Checkr's user roles provide varying levels of access for team members involved in each stage of the background check lifecycle.

To manage user permissions, log into the Checkr Dashboard as an admin, click the Account Settings section, then the Users tab.

Depending on the user's role, set one or more of the following permissions. An individual user in Checkr can have multiple roles (such as adjudicator AND requester).

account_settings_-_users_-_requestor_and_adjuducator_selected.png

Checkr's user roles

  • User: Can only view reports. This role is appropriate for your staff who provide candidates with updates on their background check.
  • Requester: Can access, send, and monitor invitations to initiate background checks. Can view reports. This role is appropriate for recruiters who initiate background checks.
  • Adjudicator: Can adjudicate reports, engage candidates, send pre-Adverse Action notices to candidates, and view reports. This role is appropriate for your adjudication staff.
  • Admin: Can manage all of the above, invite new users, access billing information, view analytics dashboards, and update account and screening settings such as the positive adjudication matrix. This role should be limited to core members of your team.
For security purposes, Checkr cannot adjust user permissions. Please contact the admin on your team if you need a different role.

The first user to an account will always be an admin. We recommend that you add more than one admin to your account, so that if an admin gets locked out of the account, another admin can unlock them.

Manage user permissions by Geo (location)

If your team is assembled by region, you may want a certain user to have access only to candidates in their region. To do this, make sure you have Geos set up to reflect the different locations where you hire candidates.

From the Account Settings > Users tab, find the user whose permissions you want to change, and click edit geos.

You can then choose specific geo locations to which that user will be subscribed. Users will only be able to access and manage candidates in the geos you've selected.

account_settings_-_users_-_selecting_geo_subscriptions.png

 

 

 

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  • Geos: Segment candidates based on location
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