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
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Billing: Billing users can access only the "Payment & billing" page of the Checkr Dashboard.
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Limited user: The limited user role can access the candidates list but can't access candidate or report details. New users on an account automatically have this role.
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Requester: The requester role can perform the tasks below. Assign this role to recruiters who order background checks.
- Access candidate-provided documents but not completed report details.
- Access report statuses on the Candidates page but not the results of completed reports.
- Access, send, monitor, and cancel background check invitations.
- Add a search to an existing package.
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Adjudicator: The adjudicator role can perform the tasks below. Assign this role to adjudication staff.
- Access candidate report details.
- Adjudicate reports.
- Engage candidates.
- Send pre-adverse action notices to candidates.
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Restricted admin: The restricted admin role can perform all tasks of adjudicators and requesters for candidates in their account node but can't update billing information or settings. This role applies only for accounts that have a hierarchy with at least 1 node.This role can also perform the tasks below. Assign this role to administrators for subnodes on your account.
- Add searches.
- Assign non-admin user roles.
- Change developer settings.
- Find invoices.
- Invite users to the account.
- Save packages.
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Admin: The admin role has 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.
- Add searches.
- Assign roles to any account user.
- Save packages.
- Update account settings, including billing information.
Individual users can have multiple roles, such as adjudicator and requester. To create custom roles and permissions, contact Checkr.
Play the Checkr Academy video below to learn how to add and manage users and roles.
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.
