Enterprise Admin Task
Enterprise Setup
What an Enterprise Admin Can Manage
Admin Only —An overview of Enterprise Admin responsibilities, permissions, and platform capabilities.
Setting Up Your Enterprise Account
Admin Only —How to configure your organization, programs, and default settings during enterprise setup.
Network Settings, Onboarding, and Email Notifications
Admin Only — Configure how service providers are onboarded, monitored, notified, and managed within your network, including compliance controls and automated email notifications.
Enterprise Dashboard Overview
Admin Only —A high-level dashboard view showing network size, compliance status, background screening activity, and overall risk indicators for enterprise users.
Provider & Vendor Management
Inviting and Managing Providers
Admin Only —How Enterprise Admins invite providers, track onboarding progress, and manage provider status.
Service Provider Companies – Network Overview
Admin Only — A centralized view for Enterprise Admins to monitor service provider onboarding, compliance status, and network participation across all connected providers.
Compliance Configuration
Setting Up Provider Workflows and Compliance Parameters
Admin Only —How to define required documents, credentials, and verification rules for enterprise programs.
Insurance Certificates – Submitted Certificates View
Admin Only —Review and manage submitted insurance certificates, including compliance status and fraud risk indicators, across the enterprise network.
Monitoring & Alerts
Understanding Compliance Statuses
Admin Only —How compliance statuses are determined and how Admins interpret and act on them.
Notifications & Alerts Overview
Admin Only —Explains how Enterprise Admin notifications and alerts work, how they are triggered, and how to use them for network oversight.
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