Managing a Background Check Project

Adding Additional Subjects to a Project

Option 1

1. Navigate to the project that you would like to add additional subjects to

2. Select "Additional Subjects"

3. Click on the eye icon adjacent to the subject information to view the PII

4. Add the additional subject details and press SAVE.

Option 2

1. Draft a note in the messages panel on your project

2. Create a document containing the subjects' PII and attach it to your Project Message. This attachment will be accessible only to Customer Success, while other Project Participants will view the email content without it.

Please note: if you add the PII to the message box directly, all people on this project will receive this PII in their inboxes. Use discretion when including PII

Project Participants

To manage participants, open the Messages panel and look for the participants' preview area. Click the "+" (Add) icon to open the menu.

Add New Participants: Type the emails of the new participants and press add

Manage Existing Participants In the lower panel, you will find a list of all participants. Review their status (e.g., Full Participant or Email Only). You can remove participants directly from this list.

Please note: If a participant is listed by their email address (e.g., [e-mail]), they are not a registered Platform User. They will receive project updates via email only.

Report Delivery

You can download the report files for a subject directly from the overview page when they are ready.

If you would like to see all of your files related to this project, you can navigate to Report Files instead to filter, sort, and select the files that you are interested in downloading or opening.

Invoices

You can access project invoices in two ways:

1. Project-Specific Invoices: Find invoices related to the current project by selecting the Invoices tab at the top of the page.

2. All Invoices: To view all invoices across all projects, select Invoices from the left-hand navigation menu.

In both views, you can easily track invoice status and distinguish between paid and outstanding items.