Adding a New User-Login to your Account
Our portal offers the ability to invite a new user at any time.
Different levels of responsibility/capability can also be assigned to users to better fit the company structure.
After the introduction of 2FA (two-factor authentication), each individual within an organisation requires their own login.
If a video of the process is preferred, this can be found here:
- Administrator
- Allows new users to be invited
- Allows creation, purchasing, and editing of candidates
- Allows verification of all candidates
- Create / View all
- Allows creation and purchasing of new candidates
- Allows all pre-existing candidates to be viewed
Cannot invite new users
- Create / View user created only
- Allows creation and purchasing of new candidates
- Can only view and verify candidates that they have created
- Cannot invite new users
- Read only / View all
- Does not have any editorial functions
- Cannot verify candidate checks
- Allows all pre-existing candidates to be viewed
- Cannot invite new users
Step-by-step Guide
To begin, login to the Secure Screening Services portal as normal
This can be accessed through the top-right of our website:
After logging-in, navigate to the [USERS] tab on the left-hand side
This page will display all current users on the account
The page will also display their relevant details like email, phone number, and role (level of responsibility/capability):
Once here, navigate to the [INVITE USER] button in the top-right
This will be just below the 'My Account' option:
After selecting this, a new box/window will appear
This will be in the centre of the screen:
Fill in the details of the individual you would like to add as a user
Note that this email address is what they will use to login to the portal and where they will receive their invite link.
Select the preferred organisation that the individual will be added to
This will default to the company account you logged into and can therefore be left unchanged for most clients:
Select the desired role for the new user
There are four separate tiers of responsibility to choose from.
They are:
- Administrator
- Allows new users to be invited
- Allows creation, purchasing, and editing of candidates
- Allows verification of all candidates
- Create / View all
- Allows creation and purchasing of new candidates
- Allows all pre-existing candidates to be viewed
Cannot invite new users
- Create / View user created only
- Allows creation and purchasing of new candidates
- Can only view and verify candidates that they have created
- Cannot invite new users
- Read only / View all
- Does not have any editorial functions
- Cannot verify candidate checks
- Allows all pre-existing candidates to be viewed
- Cannot invite new users
Once all sections are complete, select [INVITE USER] at the bottom of the box
This will be the button just below the 'User Role' selection:
The new user will then receive an email containing the last stage of the set-up
This email will come from hello@securescreeningservices.com:
It is worth advising the new user to check spam/junk folders if the email does not seem to appear.
After following the link, the new user will need to input a few final details
This is also where they will decide their password used for future log-ins:
Once this is done, the new user will be able to login to the portal and will appear in the [USERS] tab
If any further assistance is required, or if any of the steps here are not clear, please feel free to contact us at:
hello@securescreeningservices.com
01243 767 868