Client Help Hub
Matrix Screening: How-to-Guides
Explore our practical how-to guides, created to support you as you get started with Matrix Screening. Each guide provides a quick refresher on the everyday tasks you’ll use most, helping you feel confident and in control from day one.
Candidate Guides
How To Login and Submit Your DBS Application
Access this step-by-step walkthrough for candidates to successfully log in and submit their DBS application.
ViewHow to Self-Register and Start your Application
This guide provides a straightforward process for candidates to self-register and start their application.
ViewAdmin Guides
How To Set Your Password and Login
A quick guide to setting up your password and logging into the Matrix Screening platform.
ViewHow To Add a New Organisation
A step-by-step process for adding a new organisation to the Matrix Screening platform.
ViewHow To Add Groups Within an Organisation
A step-by-step guide on how to add groups within an organisation, making it essential for users looking to segregate data or billing within an organisation.
ViewHow To Configure Preset Job Roles for Organisations
Easily configure preset job roles within an organisation, so users can efficiently manage and assign roles.
ViewHow to Add Additional Organisations to a User Account
This guide provides a straightforward process for managing user access to multiple organisations.
ViewHow To Amend Default Admin Fees for Organisations
Read how Registered Bodies can amend default admin fees, allowing users to easily adjust their default service costs.
ViewHow to Create & Amend Default Job Roles
This guide provides a straightforward process for creating and modifying default job roles within the Matrix Screening Admin Hub.
ViewHow To Edit Default Comms Templates
Edit default communication templates, and ensure that your messaging aligns with your brand's voice and style.
ViewHow To Add a System Banner
Make the platform your own! Add a system banner in the Matrix Screening platform.
ViewHow To Amend Branding & Colours
Update your branding and colours in the Matrix Screening platform, ensuring your branding remains consistent throughout.
ViewHow To View DBS Integration Transfer Logs
Access and view DBS Transfer Logs, an essential for users needing to manage or review screening data efficiently.
ViewHow to View and Download Reports via SiSense
This guide provides a straightforward process for viewing and downloading reports, ensuring users can efficiently access and analyse important data.
ViewApplication Guides
How To Invite Candidates to Submit Their Application
Invite candidates to submit their applications, and ensure a smooth and efficient recruitment experience.
ViewHow to Send a Generic URL to Candidates
This guide provides a straightforward method for sending a generic URL to candidates outside of the platform, allowing you to invite individuals to register and submit their application.
ViewHow To Edit an Application
Gain insights on editing application details, ensuring accuracy in candidate information
ViewHow To Approve an Application
An easy process for approving applications in Matrix Screening, ensuring that users can efficiently navigate the approval workflow.
ViewHow To Complete the ID Check on a DBS Application
An easy-to-follow process for completing the ID check on a DBS application, ensuring that users can navigate the system efficiently and accurately.
ViewHow To Complete Section Y on a Standard/Enhanced DBS Application
Completing Section Y on a Standard or Enhanced application has never been easier.
ViewHow To Add a Note on an Application
Quickly add notes to application records and ensure that important changes and updates are documented efficiently.
ViewHow to View The Audit History of an Application
A straightforward guide for accessing the audit history of an application, ensuring users can easily track changes and updates.
ViewHow to Flag a Query on an Application
This guide provides a step-by-step process for flagging and resolving queries within an application.
ViewHow to Countersign an Application
This guide provides a step-by-step process for countersigning an application.
ViewHow to Withdraw an Application
This guide provides a straightforward, step-by-step process for withdrawing an application.
ViewHow to Track Progress of Standard/Enhanced DBS Applications
This guide provides essential insights on effectively tracking the progress of Standard and Enhanced DBS applications.
ViewHow to View Completed Results and Download PDF Snapshots
This guide provides a straightforward process for accessing and downloading completed results from the Matrix Screening Dashboard.
ViewHow To Download Candidate's Data to XML
A quick and easy walk-through on the process for downloading candidate data in XML format.
ViewStill Need Support?
No problem. We're here to help!
You can get in touch with the team by clicking HERE.

Explore Our Other Solutions
Each Matrix solution delivers measurable impact on its own, but when connected through our platform, they become a single, intelligent ecosystem. Take a look at at our integrated workforce ecosystem:
.png?width=331&height=120&name=Matrix%20Security%20Watchdog_Colour%20(1).png)