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Organisation Settings

Configure your organisation's workflows, teams, automation rules, and integrations.

  • Workflows

    Define the stages an applicant profile moves through during vetting.

  • Zones

    Segment your organisation into zones to manage access and visibility.

  • Automation

    Configure automated chasing, reminders, and other time-saving rules.

  • Warnings

    Set up the discrepancy warnings that appear on applicant profiles.

  • Reference Templates

    Create and manage the question templates used in reference requests.

  • Branding

    Customise the appearance of outgoing emails and the applicant portal.

  • Addresses

    Manage your organisation's address records.

  • Allocation

    Configure how profiles are allocated to users and teams.

  • Order History

    View past Marketplace purchases and credit usage.

  • Security

    Manage password policies and session settings.

  • API Management

    Set up and manage API access for integrations.