How to set up connections

Go to Settings > Connections.

The Connections page with Checkr settings

Background checks (Checkr)

  1. Connect with an API key from your own Checkr account. You pay Checkr directly for each check.
  2. Pick the package for employees and candidates, and the package for volunteers.
  3. Set the default work state and city.
  4. Check Use Checkr staging to test with no charges.
  5. Click Save Checkr settings.

Until it's connected, Checkr runs in test mode and nothing is sent.

Other connections

  • Card payments: Settings > Payments.
  • Mailchimp: newsletters.
  • DocuSeal: e-signatures.

To keep a saved key, leave its password box blank.