The Requestor role is designed for users who need to order and track background checks, but should not have access to applicant reports or screening outcomes.

This role is commonly used for recruitment or talent staff who manage background checks but are not responsible for reviewing results or making hiring decisions.

The Requestor role also supports a built-in reviewer workflow, allowing designated reviewers to be notified when reports are ready for review.

Requestor permissions

What Requestor users can do

Requestor users can:

• Order new background checks
• View case statuses in the Active, Review, and Done queues
• View final case decisions
• View and manage tasks assigned to them
• View Groups, Profiles, and Apply Links
• View cases within Groups they have access to

What Requestor users cannot do

Requestor users cannot:

• View applicant reports
• View case scores or check results
• Access Packages, Billing, Settings, or Adjudication
• View tasks not assigned to them

How to configure a Requestor user

1. In the Client Portal, navigate to Settings -> Users -> New User.
2. Enter the user details and assign the role as Requestor.
3. Assign a Primary Reviewer.
   • The Primary Reviewer must be an Admin or Manager user.
   • They will receive notifications and review tasks when reports are ready.
4. (Optional) Add additional email addresses to receive notifications when the report is ready to review.
5. Select the Groups the user should have access to.
6. Select Complete User.

Requestor and Reviewer workflow

1. A Requestor user orders a new background check case.
2. The Requestor can track the case progress and status from the Cases page.
3. When the report is complete, a notification is sent to:
   • The assigned Primary Reviewer
   • Any additional notification email addresses
4. A Reviewer or other authorized user can review the report and make a final decision.
5. Once a decision is made, the Requestor will receive a notification that the case decision is complete.
6. The Requestor can view the final decision status without accessing the applicant report or individual check results.