Organizational Admin Management
Managing my organization in Ankored
User Management
Add, edit, and manage the people in your organization. Learn how to invite new users, bulk upload members, update profiles, deactivate users, and troubleshoot common access issues.
- Member Status Guide for Ankored AdministratorsThis guide helps understand member statuses and requirement statuses in Ankored.
- How to Remove a MemberAs a Admin, you may need to remove users from your Ankored account, this article explains how to remove users and what happens when you do.
- How to Transfer a User from One Email Profile to AnotherStep-by-step instructions for moving a user's completed requirements from one email profile to another when they need to change their associated email address in Ankored.
- How to Move Members Between ProgramsHow to move members between programs and roles using the Move Member feature, individually or in bulk.
- How to Bulk Add Members into AnkoredAdd members in bulk by uploading a CSV file. Separate templates are available for regular users and for guardians with child users.
- How to Reset a Disqualified Member to IncompleteLearn how to use the Reset to Incomplete action to restore access for members who are Disqualified or Qualifications Not Met.
Roles & Groups
Organize your members and control what they can access. Learn how to create and assign roles (with specific permissions), set up groups to categorize users, and move members between groups as needed.
Requirements Management
Assign, track, and manage compliance requirements for your members. Learn how to create custom requirements, set expiration rules, approve or reject uploads, and monitor completion status across your organization.
Billing & Invoices
Manage payments and view billing history for your organization. Learn how to access invoices, understand charges, update payment methods, and resolve billing questions.
Background Check Adjudication
Review on how to action flagged background checks
- Yardstik + Ankored: Answers to Common Questions for New CustomersAlready have a Yardstik account? Here's why the setup steps in your welcome email are still required — and what to expect.
- How to Handle Flagged Background ChecksThis guide is for Admins who have access to an integrated background check provider portal such as YardStik, JDP, NCSI, and others.
- Background Check Flags: Customer Admin InstructionsHow to action a flagged background check