Managing Recheck Certified for your team

Before you start: you'll need a Recheck business account with your sales team(s) added. If you haven't set that up yet, please see this guide.

Once you've set up your business account:

1. Communicate the Certified rollout to your team

   Before reps are asked to complete the certification process, tell them:

   • What Recheck Certified is and why your organization is adopting it

   • What the deadline is for becoming Recheck Certified

   • Where to go to get started: recheck.co/account/get-certified

   • Where to get help: point them to this guide for a full walkthrough

2. Check Certification status in your 'Team' view

   • Each of your linked team members will be listed with their role, Recheck ID, Certification status, and HIS license information pulled from their Recheck account.

   • Reps who have completed all certification steps display a purple Certified badge. A blank column means the rep is not yet Certified.

   • Use the Certification filter in the left sidebar to quickly see who's Certified and who isn't - helpful for tracking rollout progress across your team.

Note: additional account admin functionality will be coming soon. Please reach out to support@recheck.co for help or to share feedback.