TrueChecks users can easily be managed in the TrueChecks portal. There are no limits to the number of users or administrators that you can have.
Note: For organizations using TrueChecks through an integrated solution, it may not be necessary to create a TrueChecks user account for every single team member. The only team members that need a TrueChecks login are the ones who need to log in to the TrueChecks web portal. When using an integrated solution, this often includes the management team and fraud investigators only.
You can add, edit, and delete users on the manage users page in the TrueChecks portal by selecting Administration > Users.
Tip: To help you locate users, you can use the filter icons in the column headings to search
You'll need to enter the following information for TrueChecks users:
| User Information | Description |
| Username (Required) | Desired username. Must be unique to TrueChecks. Email address is recommended. |
| Password | Optional. You can assign a password or leave it blank so users can create their own. |
| First Name (Required) | User's first name |
| Last Name (Required) | User's last name |
| Branch ID | Can be a word or a number |
| Teller ID | Can be a word or a number |
| User's email address. | |
| User Roles | Choose the necessary roles for the user |
User Roles
User roles control the level of access that a TrueChecks user has.
| User Roles | Description |
| TrueChecksFrontlineUser | Can access and search TrueChecks |
| TrueChecksAlertAdmin | Can add\remove alerts and run reports |
| ClientAdmin | Can manage users and client settings |
| BatchUser | Can access TrueChecks Batch features (Batch customers only) |
| BatchAlertAdmin | Can add and remove alerts |
| BatchEmail | Can receive batch email notifications |
| OFACUser | Can search OFAC (OFAC Search customers only) |
| Researcher | Can access the Review Results tool. Allows admins to review results without the need of re-querying the item a second time |
| TrueACHProUser | Can access TrueACH with AOA Portal (TrueACH customers only) |
| Dashboard Viewer | Can access to the TrueCheck Dashboard |
Adding Users
Select Add User from the right side. You will need to complete the fields, and choose the appropriate roles for your new user, and then click Insert. A welcome email will be sent to the new user to help them get started with TrueChecks.
Editing Users
Locate the user that you'd like to edit. Select Edit and make the desired changes, and then click Update.
Deleting Users
Locate the user that you'd like to delete. Select Delete and confirm.
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