User Permissions and User Subscribes

User Permissions

• Add/Edit Packages: Allows the user to be able to add new packages of products and edit existing packages for their company.
• Manage Account Settings: Allows the user to be able to update account settings for their company.
• Order Reports: Allows the user to place orders for background screens.
• Order Reports for Other Users: Allows the user to place orders and assign other users as File Orderer.
• Order Reports for Sub-Accounts: Allows the user to place orders for sub-accounts in their company hierarchy.
• Billing Access: Allows the user to view the company billing/invoicing information within the portal.
• Allow Review Process: Allows the user to be able to take or be excluded from taking the following review actions on files:
  • Allow Adverse Action
  • Allow Approve Action
  • Allow Pre-Adverse Action
  • Allow Move to Completed Action
• Restrict A-La-Carte Ordering: Restricts the user from being able to place orders with individual products and forces them to use packages for orders.
• Allow User to Remove Jurisdictions in Order Process: 
• Add/Edit Users: Allows the user to add new users to the account in the portal and edit settings for other users.
• Manage Users: Allows the user to be able to delete other users in that account.
• View Reports: Allows the user to view background screening reports, MRO results, and drug screening attachments/reports. Available individual sub-permissions are:
  • Report Details
  • MRO Result Details
  • DS Attachments
• View All Reports for Other Users: Allows the user to view background screening reports of files that were ordered by other users in their company.
• View All Reports for Sub-Accounts: Allows the user to view background screening reports of files that were ordered by other users elsewhere in the company hierarchy.
• Export Data: Allows the user to export reports on historical orders placed so that data can be saved to the user's personal computer before it is purged from the system, in accordance with the data retention policy.
• Restrict Ordering to Specific Packages: Restricts the user to only place orders with specific packages.

User Subscribes

• Partially Complete Email Notifications: Allows the user to receive email notifications when a file has been moved in to "partially complete" status.
• Completed Email Notifications: Allows the user to receive email notifications when a file has been moved in to "complete" status.
• Completed MRO Results Details: Allows the user to receive email notifications when the MRO results have been uploaded to the file.
• Export Data Notifications: Allows the user to receive email notifications each month when the next batch of files will be purged from the system, in accordance with the data retention policy.
• Additional Pre-Adverse Action Notifications: Allows the user to receive additional notifications for the 7 days after the pre-adverse action has been issued to let them know how much longer they have until they need to take adverse action on the applicant's file.
• Pending Notes Notifications: Allows the user to receive notifications when additional notes are added to any files with products in "pending" status.
• Daily Summary Email: Allow selected users to receive an email every morning with the summary of changes across from their account
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