Checkmate

Instructions for using the Checkmate platform, covering account setup, candidate management, checks, and reporting.

User Guides

Managing your security settings

Updating your profile

Managing your notifications

Your Account

Company Settings

Email Templates

Webhook Logs

Custom Fields

Creating and managing users

Creating and assigning roles

Creating and managing teams

Setting up Single Sign-On

User Access

Creating and managing brands

Documents

General settings

Email communication

SMS communication

Candidate Experience

Engagement

Clickthrough Websites

Reminders

PDF Reports

Branding

Adding a candidate and launching checks

Navigating the Dashboard

Viewing and managing candidate history

Applying and filtering candidate tags

Creating and launching bundles

Bulk importing candidates using a CSV file

Creating & Managing Candidates

Configuring logic jumps

Custom referee reports

Questionnaires

Terms and Conditions

Privacy Policy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype invite-team answer

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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