Help Centre

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

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

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

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

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

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

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

Search and manage reference-check requests (verifications) with single and bulk actions (archive, activate, permanent delete).

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

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

View a single verification request, review delivery/history, save review notes/status, resend, print, and manage reminders.

Create, edit, archive, activate and delete contact tags for a selected business. Changes apply immediately.

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