Initial Setup for Background Checks
In order to use Background Checks, a SPoC should ensure a few items are set up properly.
- Provide Security Roles to appropriate users. Go to , and add users on the Users tab of the appropriate Security Roles. The following roles come with your instance of MinistryPlatform. You may want to copy and edit them as appropriate for your environment:
- Administrators: Full rights to Background Checks.
- Full Rights No Stewardship: Full rights to Background Checks.
- Background Checks Full Rights: Full rights to Background Checks.
- Background Checks Read Rights: Read-only rights to Background Checks.
Note: If you want to allow users to access the Background Check Request Tool, add the tool to the appropriate security role on the Tools tab. - Set your expiration timeframe. For views to calculate correctly, you need to indicate the number of months background checks are valid before a renewal/re-check is needed. Go to , and update the COMMON, MonthsTillBackgroundCheckExpires.
- Indicate which Group Roles require background checks. Go to , and edit the Group Roles to set Background Check Required to Yes.
- Optional: Set up a background check integration with Active Screening Faith, Protect My Ministry, or BIS.