Help Centre

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29 result(s) for “first steps”
Account • My Account account

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

reference-check • Candidates reference-check

Add a new candidate record, optionally link to an open job (or create one inline), then save.

Billing & Subscriptions • Subscriptions billing

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

Account • Registration account

Create a new KNEWTE account and activate it using the code sent to your email.

reference-check • Candidates reference-check

View a candidate, manage reference requests, references and verification checks, and review the audit trail.

Users & Roles • Access Management users

View and manage which users have access to a selected business, search users, and open per-user access management.

Billing & Subscriptions • Subscriptions billing

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

reference-check • Candidates reference-check

View and edit a candidate profile, link to an open job (or add a new job inline), and update compliance and retention settings.

Users & Roles • User Directory users

Search and browse the user directory, sort and page results, and open per-user access management.

reference-check • Candidates reference-check

Search and manage candidates, open details, add new candidates, and perform bulk actions (activate, archive, delete).

reference-check • Jobs reference-check

Search and manage jobs (requisitions), open/edit jobs, and delete single or multiple jobs with confirmation.

Businesses • Businesses businesses

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

Businesses • Roles & Permissions businesses

View and manage role permission overrides per business and app. Changes apply immediately and affect users on next sign-in.

Users & Roles • Access Management users

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

reference-check • Jobs reference-check

Create a job/requisition record used to link candidates and references. Includes required fields, validation and tips.

reference-check • Forms reference-check

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

reference-check • References reference-check

Add a referee manually for a candidate, capturing name, job title, contact details, relationship and notes.

Businesses • Businesses businesses

View, search and manage the list of businesses and open a selected business for editing.

reference-check • Forms reference-check

Manage custom reference-check forms (search, create, edit, publish/activate, archive, delete, bulk actions).

Account • Account Deletion account

Understand how the account deletion link works, what messages mean, and how to troubleshoot token issues.

Billing & Subscriptions • Subscriptions billing

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

Users & Roles • Invitations users

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

Account • Account Deletion account

Request account deletion and receive a confirmation link by email. Includes rules, messages, and troubleshooting.

reference-check • Settings reference-check

Customise banner/button colours, logo display and default reference email text. Preview changes live and save.

Billing & Subscriptions • Invoices billing

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

Account • Security account

Set a new password using the secure reset link sent to your email. Includes policy rules and troubleshooting.

reference-check • Settings reference-check

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

Account • Sign In Security account

Validate the one-time code sent to your email to complete sign-in. Includes resend limits, errors, and troubleshooting.

Account • Account Recovery account

Restore access to a locked account using an email code, your security question answers, and your saved security code.