Company & User Management Walkthroughs

Detailed articles on how to add and remove AccountChek users, reset passwords, change user permissions, edit company settings and more.

Understanding the AccountChek User Hierarchy
Each AccountChek user must be assigned a user role that will determine which orders they can see and what user management privileges they have. The chart be...
Mon, 14 Jan, 2019 at 10:34 AM
Adding Users in Bulk
To add users in bulk, please fill out a User Setup Sheet, which you can download on this page. After completion, please send your request and setup sheet to...
Mon, 26 Nov, 2018 at 6:25 PM
Adding New AccountChek Users
To add a new user, first, click on your name in the top-right corner to display the drop-down menu, and then click Verifiers. Once you reach the Us...
Mon, 26 Nov, 2018 at 6:25 PM
Editing AccountChek Users
To add a new user, first, click on your name in the top-right corner to display the drop-down menu, and then click Verifiers. Once you reach the Us...
Mon, 26 Nov, 2018 at 6:25 PM
Adding New Branches
Depending on the size of your organization, well-organized branches can be a critical part of AccountChek setup. Adding sufficient branches will allow you t...
Tue, 27 Nov, 2018 at 2:19 PM