deverus

Adding Searches and Configuring Researchers

Step 1: <a href="https://intercom.help/deverustest/en/articles/9729001" rel="nofollow noopener noreferrer" target="_blank">Search Names and Descriptions</a>

Step 2: <a href="https://intercom.help/deverustest/en/articles/9729005" rel="nofollow noopener noreferrer" target="_blank">Configuring Custom Searches</a>

Step 3: <a href="https://intercom.help/deverustest/en/articles/9729046" rel="nofollow noopener noreferrer" target="_blank">Add Researchers to the Network</a>

Step 4: <a href="https://intercom.help/deverustest/en/articles/9729047" rel="nofollow noopener noreferrer" target="_blank">Configure the Researcher Network</a>

deverus automated researchers (preconfigured for you):

- Instant Criminal, Sex Offender, Ofac, Vigilant, Evictions

<a href="https://intercom.help/deverustest/en/articles/9729070" rel="nofollow noopener noreferrer" target="_blank">Add Jurisdictional Fees</a>

- deverus automated researchers (preconfigured for you):
   
  - Instant Criminal, Sex Offender, Ofac, Vigilant, Evictions
- Criminal (County, Statewide, Federal)
- Civil
- <a href="https://intercom.help/deverustest/en/articles/9729070" rel="nofollow noopener noreferrer" target="_blank">Add Jurisdictional Fees</a>

Step 5: <a href="https://intercom.help/deverustest/en/articles/9729048" rel="nofollow noopener noreferrer" target="_blank">How to Configure Researcher Groups</a>

Step 6: <a href="https://intercom.help/deverustest/en/articles/9729219" rel="nofollow noopener noreferrer" target="_blank">Automated Employment Verification Setup - The Work Number</a>

Step 7: <a href="https://intercom.help/deverustest/en/articles/9729200" rel="nofollow noopener noreferrer" target="_blank">Automated Reference Verification Setup - Swifthire Reference</a>

Step 8: <a href="https://deverus.zendesk.com/hc/en-us/articles/115004240926-Researcher-Portal" rel="nofollow noopener noreferrer" target="_blank">Train Researchers who will utilize the Researcher Portal (Optional)</a>

<a href="https://intercom.help/deverustest/en/articles/9729464" rel="nofollow noopener noreferrer" target="_blank">Samba</a>

<a href="https://intercom.help/deverustest/en/articles/9729302" rel="nofollow noopener noreferrer" target="_blank">HubX Researchers</a>

<a href="https://intercom.help/deverustest/en/articles/9729239" rel="nofollow noopener noreferrer" target="_blank">i3screen Drug Screening Integration</a>

<a href="https://intercom.help/deverustest/en/articles/9729230" rel="nofollow noopener noreferrer" target="_blank">E-Verify</a>

<a href="https://intercom.help/deverustest/en/articles/9729182" rel="nofollow noopener noreferrer" target="_blank">National Student Clearinghouse (NSC)</a>

<a href="https://intercom.help/deverustest/en/articles/9729185" rel="nofollow noopener noreferrer" target="_blank">Hart Software - Credit Reports</a>

- <a href="https://intercom.help/deverustest/en/articles/9729464" rel="nofollow noopener noreferrer" target="_blank">Samba</a>
- <a href="https://intercom.help/deverustest/en/articles/9729302" rel="nofollow noopener noreferrer" target="_blank">HubX Researchers</a>
- <a href="https://intercom.help/deverustest/en/articles/9729239" rel="nofollow noopener noreferrer" target="_blank">i3screen Drug Screening Integration</a>
- <a href="https://intercom.help/deverustest/en/articles/9729230" rel="nofollow noopener noreferrer" target="_blank">E-Verify</a>
- <a href="https://intercom.help/deverustest/en/articles/9729182" rel="nofollow noopener noreferrer" target="_blank">National Student Clearinghouse (NSC)</a>
- <a href="https://intercom.help/deverustest/en/articles/9729185" rel="nofollow noopener noreferrer" target="_blank">Hart Software - Credit Reports</a>

- - <a href="https://intercom.help/deverustest/en/articles/9729447" rel="nofollow noopener noreferrer" target="_blank">Researcher Portal</a>
  - <a href="https://intercom.help/deverustest/en/articles/9729055" rel="nofollow noopener noreferrer" target="_blank">Researcher Alerts</a>
  - <a href="https://intercom.help/deverustest/en/articles/9729016" rel="nofollow noopener noreferrer" target="_blank">Round Robin</a>

- - - <a href="https://intercom.help/deverustest/en/articles/9729447" rel="nofollow noopener noreferrer" target="_blank">Researcher Portal</a>
    - <a href="https://intercom.help/deverustest/en/articles/9729055" rel="nofollow noopener noreferrer" target="_blank">Researcher Alerts</a>
    - <a href="https://intercom.help/deverustest/en/articles/9729016" rel="nofollow noopener noreferrer" target="_blank">Round Robin</a>

You are ready to start<a href="https://intercom.help/deverustest/en/articles/9728947" rel="nofollow noopener noreferrer" target="_blank"> adding clients to your system.</a>

Module 2: How to add Searches and Researchers

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Module 2: How to add Searches and Researchers

Adding Searches and Configuring Researchers

Specific Researcher Set-Up

Additional Resources:

Next Steps