How do I add/delete users from my end to manage the portal?
The SpringVerify portal supports three built-in access levels — Admin, HR, and Recruiter. Company Admins can also create custom roles from the Roles tab in My Team.
Access Levels Overview
When adding a user, select their Access level from the dropdown. A permission preview appears below showing exactly what that role can do.
| Permission | Admin | HR | Recruiter |
|---|---|---|---|
| ADDING CANDIDATES | |||
| Add candidates (single & bulk) | ✓ | ✓ | ✓ |
| VIEWING CANDIDATES | |||
| View own candidates | ✓ | ✓ | ✓ |
| View candidates in their categories | ✓ | ✓ | ✓ |
| View all candidates | ✓ | — | — |
| EDITING CANDIDATES | |||
| Edit own candidates | ✓ | ✓ | ✓ |
| Edit candidates in their categories | ✓ | — | — |
| Edit all candidates | ✓ | — | — |
| MANAGING CHECKS | |||
| Hold / Close / Verify checks | ✓ | ✓ | — |
| VIEWING A CANDIDATE'S RESULTS | |||
| View verification status | ✓ | ✓ | — |
| View / Download report | ✓ | ✓ | — |
| View check prices | ✓ | ✓ | ✓ |
| CANDIDATE PAGES | |||
| Candidates list | ✓ | ✓ | ✓ |
| Export Cases | ✓ | ✓ | — |
| Candidate Analytics | ✓ | ✓ | — |
| Custom Analytics | ✓ | — | — |
| Manage Tags & Categories | ✓ | — | — |
| COMPANY PAGES | |||
| My Team | ✓ | ✓ | ✓ |
| Settings | ✓ | — | — |
| Integrations | ✓ | — | — |
| BILLING | |||
| Billing pages | ✓ | — | — |
| PRODUCTS | |||
| Hire | ✓ | ✓ | ✓ |
| Alumni Verification | ✓ | ✓ | — |
How to Add a User
- Go to My Team from the left navigation
- Click Add User
- Fill in Full Name, Email Address, Designation, and Mobile Number
- Select an Access level — the permission preview updates to show what that role can access
- Set email notification preferences
- Click Next — the user appears in the My Team list
Email Notifications for Recruiter RoleOn by default: BGV form submission overdue · Candidate email bounced · Loop me into insufficiency emails
Off by default: Insufficiency overdue · BGV form submitted
How to Delete a User
- Go to My Team
- Click the Delete icon next to the user's name
- Confirm deletion in the pop-up
Managing Roles and Permissions
Company Admins can create and manage custom user roles from the Roles tab in My Team. Changes apply only to your organisation.
Roles Tab
- Admin — fixed, cannot be changed
- HR — editable, starts with default permissions
- Recruiter — editable, starts with default permissions
- Custom roles — create your own with any name and any combination of permissions
Creating a Custom Role
- Go to My Team → Roles tab
- Click Create Role, enter a name, select permissions, and save
Editing HR or Recruiter Roles
Open the role and toggle permissions on or off. Use Reset to defaults to restore originals. The Admin role cannot be edited.
Who Can Manage Roles
Only a Company Admin can create, edit, or delete roles.
Pricing Visibility
Pricing visibility is a configurable permission per role. The default state matches what each client has today — no change unless you choose to make one.