1. Sign into your CharityVillage employer account and click Background Screening Tools from the left hand side of your dashboard.
2. Click USERS from the left hand side of your dashboard and then +User button at the top right.
2. Assign Role of the New User
You will need to choose Client Admin or Client when adding a new user under your account.
Client Admin - Can request files, review files and add organizations and users to their own account. Essentially, they have the exact same permissions as you.
Client – Can request and review files but cannot add additional users or organizations to their account. They cannot edit the organization name or details.
3. Role Chosen for example: Client
Fill in the required fields – first name, last name and email address.
Phone Number (optional)
DO NOT ADD A PHONE NUMBER. THIS NUMBER WILL SHOW UP ON A CANDIDATE’S CONSENT.
Title (optional) – Add the user’s job title.
Access Own Files Only – Select this if you want the user to only view their criminal or eReference checks they create and not yours.
Once you’re finished, click Add.
4. How to view the User you just added and/or make edits to a user's information
Click USERS from the menu on the left-hand side of the page and you will see the user you just added and any other users that you have added.
From here, you can change their contact information, role and reset their password by clicking on their name.
IMPORTANTE NOT: Remember to let the user know that once you have added them to your account, they will receive an email where they are required to authenticate their account. I recommend sending them this link to CharityVillage’s Help Tutorial:
Have questions? Just click the red CHAT button located at the bottom right of the page.
Chat Hours: Monday - Friday, 9:00 am - 9:00 pm EDT and Saturday and Sunday - 10:00 am - 6:00 pm EDT