Admin Onboarding Guide

Welcome to SurePass! As an admin, you’ll be responsible for setting up your agency, managing users, configuring checkpoints, and monitoring activity. This walkthrough will guide you through everything you need to get up and running.

Start with roles and permissions

Before adding users, take a moment to understand which role each person should have. We offer five main roles:

• Owner – Full access to manage users, locations, checkpoints, logs, and agency settings
• Admin – Can manage users, locations, checkpoints, and view logs
• Verifier – Uses the mobile app to complete verifications
• Official – Accesses their OCID in the mobile app
• Contract Security – Performs verification functions and uses a PIN during verifications

We recommend keeping the number of Owners limited. More information on roles can be found in the Selecting Roles in SurePass article.

Build your roster

Next, add your officials and staff.

• For large groups, use Bulk Import:
  • Download the CSV template from the User Management Page
  • Fill in required fields (name, email, role, employment type, etc.)
  • Upload the completed file.
• For smaller groups, use Add New Official to enter users one at a time.

Once users are added, send invitations so they can access the SurePass app.

Keep user records up to date

As your team changes, visit the User Management Page to:

• Edit user details
• Issue and Revoke credentials
• Deactivate users
• Update user roles and designations

These tools help keep your roster accurate and up to date.

Set up your locations

Now, configure the locations where verifications will take place.

• Go to the Locations page
• Add, edit, or delete locations as needed

Keep in mind that deleting a location will also remove its associated checkpoint(s).

Configure checkpoints

After setting up locations, create one or more checkpoints for each location.

• Go to the Checkpoints page
• Add new checkpoints or edit existing ones

Checkpoints define where verifications happen, so set these up carefully.

Enable PIN verification (optional)

If you want an added layer of accountability, you can require PIN authentication.

• Each eligible user is automatically assigned a unique 4-digit PIN
• When enabled, users must enter their PIN to complete a verification
• The system logs who performed each verification

You can manage PINs from the User Details page (regenerate or email them), and enable PIN authentication directly within each checkpoint.

Review and export activity

Once everything is set up, you can monitor activity by viewing the Clearance Logs.

From here, you can:

• View verification activity across locations and checkpoints
• Customize visible columns
• Export logs as CSV files

This gives you full visibility into who was verified where and when.

Recommended onboarding order

To get started quickly, we recommend this setup sequence:

1. Assign roles and permissions
2. Add officials and staff (bulk or individual)
3. Send user invitations
4. Create locations
5. Add checkpoints
6. Enable PIN authentication (if needed)
7. Configure your mobile devices for verification
8. Review clearance logs

You’re now ready to start using SurePass. If you need help at any step, your Customer Success representative is here to support you.