👤 This article is for Company Owners only. If you were invited to join an existing company, see Creating Your Account (Team Members) instead.

📧 Step 1: Check Your Email

Smile Checks will send a setup invitation to the email address registered for your company. Look for an email from do-not-reply@getsmilechecks.com.

• Check your spam or junk folder if you don't see it
• The invitation link expires after 7 days — if it has expired, contact Smile Checks support

🔒 Step 2: Set Your Password

Click the link in your email. You'll be taken to a setup page where you create your login password.

• Use a strong password — at least 8 characters with a mix of letters, numbers, and symbols
• Your email address is pre-filled and will be your permanent login

🏢 Step 3: Complete Your Company Profile

This is the step unique to Owners. Before you can use the portal, you'll be prompted to provide your company's details. Have these ready:

Once submitted, your company account is active and you'll land on your Dashboard.

🗺️ What to Do Next — Your Setup Checklist

Your account is live, but there are a few things to set up before your team can hit the ground running. Here's the recommended order:

1. 🎨 Set up your branding
   Go to Settings → Company and upload your company logo and set your primary brand colour. This is what candidates will see on the form they receive — make it look like you.
2. 💳 Purchase credits
   Go to Credit Orders in the sidebar and buy a credit package. Your team cannot submit any background check requests until credits are available. As Owner, only you (and Administrators you appoint) can purchase credits.
3. 👥 Invite your team
   
   Go to Settings → Users and send invitations to your colleagues. Assign each person the right role:
   • 🔧 Administrator — for senior HR staff who manage users and credits
   • 📋 Manager — for HR managers who oversee all checks
   • ✅ Verifier — for recruiters who submit day-to-day check requests
   • 🤝 Partner — for external verifiers who upload reports
4. 🔔 Configure notification settings
   Go to Settings → Company and set your preferred reminder frequency and any CC email addresses for system notifications.
5. 🔗 (Optional) Set up API or webhook integration
   If you're connecting Smile Checks to an ATS or other system, go to Settings → Integrations to find your API key and configure outbound webhooks.

✅ What to Expect as Owner

As the Owner, you have full control over your company's account. Here's what that means day to day:

• You can see all check requests submitted by every member of your team — not just your own
• Your Dashboard shows credit balance, team stats, and a live view of all active checks
• You receive email alerts when credits run low or when a credit purchase is confirmed
• Only you (and Administrators) can purchase credits, invite new users, change user roles, and manage company settings
• You are the only one who can assign the Owner role — all other roles can be managed by Administrators too

💡 Tips for a Smooth Launch

• Set up branding first — candidates see your logo immediately on their first invitation, so get it in before you submit any checks
• Buy more credits than you think you need — it's better to have a buffer than to be blocked mid-hiring sprint
• Invite an Administrator early — having a backup person who can manage credits and users means the portal never grinds to a halt if you're unavailable
• Use the Walkthrough — click Help → Walkthrough in the sidebar for an interactive guided tour of every section