Set up your account

After Customer Success credentials your account, they email your designated account admin with an invitation to log in to the Checkr Dashboard. After the admin logs in, they can configure your account to fit your business needs.

To set up your account, the admin does the tasks below:

• Enter contact and billing information
• Add and manage users

Enter contact and billing information

Use the Account settings page to add email addresses for the purposes below:

• Support email: Candidates use this address to contact you if they need to submit evidence of rehabilitation or other context during the adverse action process.
• Billing email: Checkr uses this address to contact you about invoices and other billing communication.
• Adverse action email: This address sends pre- and post-adverse action notices on your behalf to candidates. It's also the address that will receive undeliverable notices if an adverse action notice is undeliverable to a candidate (for instance, if they have a mistyped email address on file).
• Technical contact: This address is the primary person who will communicate with Checkr about technical issues or updates to the Checkr API.
• Compliance contact: This address is the primary person who will communicate with Checkr about compliance issues or updates. Checkr also posts the results of candidate disputes to this address (for example, if we changed the information on a report).

For more information about these fields, refer to Define email addresses for notifications on the Account settings page in the Checkr Help Center.

Add and manage users

Use the Users tab of the Account settings page to invite new users to your account.

Invite new users by entering their email address and clicking Invite. After you invite candidates, you can change their permission level using the role menu. Assign multiple roles to individual users to customize their dashboard access.

To learn more, refer to How do I invite or delete new users in my account?