Help Centre

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

Common problems and checks for uploads, previews, permissions, cloud sync, session expiry and file completion.

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

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

Central dashboard showing KPIs and navigation cards for jobs, candidates, reference checks, forms, branding and retention.

Add a new candidate record, optionally link it to an open job or create a new one, then save the record.

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

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

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

Learn how to add, rename, move, flag, delete and organise tree nodes in a working paper file.

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

Use the Working Paper Files list to open, edit, archive, duplicate, back up and review files.

Understand how document storage should be treated and why access control, encryption and secure hosting matter for personal or confidential documents.