Help Centre

Change the number of user licenses for an existing subscription and review prorated fees before saving.

Change the package/plan for an existing subscription, review prorated credits and charges, then save.

Purchase additional storage for an existing subscription and review the immediate net/VAT/total before saving.

Purchase an application subscription for one of your businesses and proceed to secure Stripe payment.

View, search and filter subscriptions, open a subscription, and use the advanced slide-in query builder for custom filters.

View a subscription, manage top-ups, licenses, package/storage, auto-renewal, renew now and cancel.

Review renewal totals for a subscription and proceed to secure payment (including additional seats if applicable).

Invite an existing or new user to a business/app subscription and assign an application role.

View which users have access to applications and filter by Business, App and Subscription.

View an invitation, accept or reject it, and understand common messages and errors.

Create a new business record for subscriptions, invoices, and app access. Includes required fields, logo upload, and troubleshooting.

View, search, sort, filter and download invoice PDFs for your subscriptions.

Select a candidate, pending referee and published form, optionally include candidate info, preview, and send a single reference request.

Manage your personal settings, security, 2FA, time zone, saved card, invitations and activity log.

Build a custom reference-check form (up to 25 questions), preview it live, then save and optionally publish it.

View contacts for a selected business, search/filter, open a contact, create new contacts, and apply bulk actions.

Choose the default candidate data retention rule (Policy 1–6) and set it as the system default.