🔑 Who can do this: Owner, Administrator, Manager, Verifier

🚀 Getting Started

From the sidebar, click Check Requests, then click the Request a Check button (or similar) in the top-right corner.

Step 1️⃣ — Candidate Details

Enter the candidate's information:

• First Name, Last Name, Middle Name, Suffix (if applicable)
• Email Address — This is where their invitation link will be sent
• Phone Number
• Purpose — A brief note on why the check is being done (e.g. "Pre-employment screening")

Click Next to continue.

Step 2️⃣ — Select Checks

Choose what you'd like to verify:

• Pick a Bundle — Choose Basic, Plus, or Advanced for a pre-built package
• Or select individual checks — Pick exactly the checks you need from the full list

The right-hand panel shows an Order Summary with:

• Each selected check and its credit cost
• Your Total Credit Cost
• Your current Available Balance

⚠️ If your balance is less than the total cost, you must purchase more credits before continuing.

Step 3️⃣ — Report Settings

Configure where the completed report is delivered:

• Redirect Report To — Send the report to a different email (e.g. a manager or HR inbox)
• CC Report To — Copy additional email addresses on the final report
• Send to Candidate — Toggle whether the candidate also receives a copy (default: Yes)

Step 4️⃣ — Review & Confirm

Review all the details before submitting:

• Candidate information
• Selected checks and total credit cost
• Report delivery settings

Click Confirm & Submit. The system will:

1. Reserve the required credits (moved to Pending)
2. Create the check request with status Invited
3. Send the candidate an email and/or SMS with their personal secure link

✅ What Happens Next?

The candidate receives their link and completes the online form. You can track progress in real time from the Check Requests page.

💡 Tip: Make sure the candidate's email address is correct before submitting — the invitation link goes directly to that inbox.