Help Centre

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30 result(s) for “roles overview”
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 • Invitations users

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

reference-check • References reference-check

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

reference-check • Settings reference-check

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

Account • My Account account

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

reference-check • Getting Started reference-check

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

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.

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.

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 • External Forms reference-check

Secure external form for referees to submit reference contact details or responses for a candidate.

reference-check • Reference Checks reference-check

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

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.

Billing & Subscriptions • Subscriptions billing

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

Users & Roles • Access Management users

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

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).

reference-check • Reference Checks reference-check

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

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.

Billing & Subscriptions • Subscriptions billing

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

Businesses • Contacts businesses

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

reference-check • Reference Checks reference-check

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

Account • Email Verification account

Verify your email address using the code sent to your inbox. Learn what to expect and how to fix common issues.

Billing & Subscriptions • Subscriptions billing

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

Users & Roles • User Directory users

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