Smile Checks uses a Role-Based Access Control (RBAC) system. Every user is assigned a role that determines what they can see and do in the portal. This keeps your data secure and ensures each person only accesses what they need.
🎭 The Five Roles
🏢 Owner
The company account owner. Has full control over everything — users, credits, settings, and all check requests. Typically the HR Director or company administrator who set up the account.
🔧 Administrator
Similar access to the Owner for day-to-day operations. Can manage users, credits, company settings, and all check requests. Cannot transfer company ownership.
📋 Manager
Can create and manage all check requests for the company, assign Partner Verifiers, and adjust company settings. Cannot manage credits or invite new users.
✅ Verifier
The everyday user. Can submit new check requests and view only the requests and reports they personally created. Cannot see other people's checks.
🤝 Partner
An external collaborator (e.g. a third-party verification provider). Can only view and upload reports for check requests that have been specifically assigned to them. Cannot create check requests.
📊 Permissions at a Glance
| Action | Owner | Admin | Manager | Verifier | Partner |
|---|
| Submit a check request | ✅ | ✅ | ✅ | ✅ | ❌ |
| View all company checks | ✅ | ✅ | ✅ | ❌ Own only | ❌ Assigned only |
| Cancel a check request | ✅ | ✅ | ✅ | ❌ | ❌ |
| Upload a report | ✅ | ✅ | ✅ | ✅ | ✅ Assigned only |
| Assign a Partner | ✅ | ✅ | ✅ | ❌ | ❌ |
| Purchase credits | ✅ | ✅ | ❌ | ❌ | ❌ |
| Invite new users | ✅ | ✅ | ❌ | ❌ | ❌ |
| Manage company settings | ✅ | ✅ | ❌ | ❌ | ❌ |
| View credit orders | ✅ | ✅ | ❌ | ❌ | ❌ |
🔒 Data Privacy by Role
- Verifiers only ever see their own check requests and reports — not their colleagues'.
- Partners only see check requests they are actively assigned to. Once an assignment is revoked, they immediately lose access.
- Owners and Administrators can see all company data but cannot access other companies' data.
💡 Tip: Not sure what role you have? Go to Settings > Profile — your role is displayed there.
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