Getting started

Your dashboard at a glance

What every item in the left-hand menu does.

Your dashboard at a glance
Everything is reachable from the left-hand menu.

Your left-hand menu is your control center. Here's what each item does:

MenuWhat it’s for
OverviewYour command center — total volunteers, checks this month, pending items, and credits remaining.
VolunteersYour volunteer roster; open anyone to see their application and background-check results.
ApplicationsBuild, send, and track your application templates and invites.
ChecksView and order background checks and see their status.
ComplianceYour FCRA center — adverse-action log and audit-trail export.
AI AssistantA free, plain-English helper that can run checks, pull reports, and answer program & FCRA questions.
BillingBuy credits and manage your plan (visible to admins).
SettingsOrganization profile, team, screening rules, notifications, and integrations.

A separate Pro section — Hours, Roster, Reports, and Grants — unlocks with a Pro subscription.

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