Teams control which candidates each user can see. Each candidate is assigned to a team, and users can only view the candidates and their checks within the teams they belong to. A user can belong to multiple teams.
When a candidate is created in Checkmate, they are assigned to the creating user's team. If the user belongs to more than one team, they can select which team to assign the candidate to — otherwise the candidate is assigned to their first team by default. A candidate can be re-assigned to a different team from the candidate profile.
Companies use teams in different ways — some mirror their internal structure with departments or regional offices, while others group by role type such as hiring managers.
For controlling what users can do — including which areas of Checkmate they can access and which actions they can take — see Roles.
While signed in to your Checkmate account, click your profile icon in the top-right corner of the screen.
Click User Access.
Click the Teams tab to create and manage teams.
The Teams tab lists your existing teams.
Click the + Add button to create a new team.
Click the Edit icon to edit the team name.
Click the Select user… dropdown and select a user to add to the team.
Click the Add button to add the user to the team.
The user will appear in the list of team members. Repeat this step for each user you want to add to the team.
To remove a user from a team, click the Delete icon next to the user's email.
Click Save to apply your changes.
