What we'll review:

Profile Settings

Hiding pricing from specific users

User Information

Accounting

Pricing

Reports

The HR module gives your clients access to information such as invoices, documents, and statistics report, as well as the ability to change notification and user settings in real time.

To access account settings, just click the 'My Account' tab in the upper right corner.

Profile

There are up to five different sections you can access under the Profile section; each is a separate link on the left-hand side.

On each page described, make sure you click 'Save' when finish making changes.

My Account Info: This section allows the user to update basic profile information:
- User Information: You can update the name, phone number, and main email address for the account. This may affect the header on applicant reports. *Note that the user ID cannot be changed.
- User Options: You can edit these user permissions if you have administrator permissions. If not, you'll need to ask your main administrative user for access.
- Screening Statistics Report: Choose how often you'd like to receive the Screening Statistics Report via email. You can also run this report any time for any time period as explained below.
  
  If you choose to receive the daily report, it will report on the previous day's statistics. The weekly report gives statistics on the previous week, and the monthly report gives statistics on the previous month.
My Results: Use this link to change how the user will receive system notifications, as well as how often they are sent.
- Send Immediately: The user will get an update each time a search is completed for an applicant.
- When Report is Completed: The user will get an update when the entire report is complete for the applicant.
- Batch Searches: Any searches that have been completed since two hours ago will be sent to the user in a single email. Good for high volume ordering users.
- Batch Reports: Similar to the previous search option, except that the user will only get an email if one or more reports were completed in the last two hours.
- Online: The user will not receive any notification when searches or reports are completed.
- Sending Results: The user's email address and fax number can be updated here.
  
  If your email address does not support HTML email, be sure to check the Can't Receive HTML email box. That way, you'll receive reports as attachments rather than as HTML emails.
- Communication Method: Choose how the user will receive reports and notifications. The options are:
  - Email,
    Fax,
    Email & Fax,
    Online Only (no notifications).
    Email - Status Only (Only sends email status updates, not the completed report itself)
- Result Delivery Timing: These options allow the user to choose how often the system sends you report notifications (does not impact I9 expiration notifications).
My Password: Access this page to update your password used to access your client portal. Just enter your old password, then enter your new password twice to confirm. Once you press 'update', your password will be changed the next time you log on.

If you don't remember your password, you can use the "Forgot Password?" link on the client portal login page to retrieve it.
Company Info: This link requires administrative access. It can be used to modify the company name, email address, address, and fax number that normally appear as the return address on final reports. The accounting email and accounting fax that invoices are sent to can also be updated.
My Documents: Documents can be accessed from this link securely and conveniently. Clicking any document link will download.

Hiding pricing from specific users

By default, users will see pricing as they place orders. Uncheck the 'View Pricing' permission to restrict users' ability to see pricing.

User Info

Only administrative users have access to create and modify other users.

Add User: Click this link to create a brand-new user on the system
- Active: This must be enabled for the user to be able to log in.
- Administrator: This option controls the users' ability to do the following
- - Change his/her own user permissions
  - Add other users and choose their permissions
  - Change contact info and permissions (but not passwords) for current users
- View Other Users' Reports: Check this box to allow the user to view reports ordered by other users. If you check this box, then the user will have two options allowing them to see reports from other users:
- - A search all users checkbox added to the Find My Reports box on the Home tab. Checking this off will change the Screening Status Box so that the number of reports in each category reflects all reports from all users. (Classic Module Only)
  - A User dropdown on the Report Management tab, so the user can find his/her own reports, reports from another user, or reports from all users.
- View Branch Reports: If your company manages branch locations through your client module, enable this permission to permit the user to see reports from branches as well as their own reports. With this permission, the user gets the following two features:
- - A search all branches checkbox added to the Find My Reports box on the Home tab. Checking this off will change the Screening Status Box so that the number of reports in each category reflects all reports from all branches.
  - A Branch dropdown on the Report Management tab, so the user can find reports from his/her own client, reports from a branch, or reports from all branches.
- View Accounting: Check this box to allow the user to view and print invoices through the Accounting link under the My Account tab in the client module.
- Display Applicant Box for All Users' Reports: This option will permit the user to see all users' reports.
- Order for Branches: Enable this permission to allow the user to place orders for branches of their company. This is an effective way to allow a single client user to manage multiple locations or branches without needing multiple logins.
- Restrict Results Viewing: Enabling this option means the user cannot view the detailed results of any reports. The user can only view the summary and status of reports and searches. The view report and print report links are removed.
- Restrict Ordering: When enabled the user cannot order reports at all. Checking this option disables the Order tab at the top and the add searches to this report option.
- User Information: A user ID (which must be at least 6 characters with no spaces) and a password (which must be at least 6 characters including at least one number, and no spaces) for the user, along with a contact name (first and last), phone, and email.
- User Options: The new users permissions can be selected
- The rest of the sections on this page (Screening Statistics Report, Sending Results, Communication Method, and Results Delivery Timing) are discussed under Profile above.
Edit User: Click this to bring up a list of all other users in the client portal. Any of these users can be edited using the same fields described above under Add User.

Accounting

This section allows the user to view and print past and current invoices, paid or unpaid, using the Invoices link.

Pricing

Both overall search costs and state- or county-specific search costs are visible using the My Prices link. Court fees are visible for various search types and locations using the Court Fees link.