Vendor tier 2 of 4 · Software

Pro: run your own clearance process.

Everything in Access, plus the tools to track every employee's clearance with every agency you serve — and the document management that goes with it.

What you get

What does Pro add on top of Access?

Clearance tracking and enhanced document management. Your admins hold the pen — you check results with the agency and update statuses yourself.

A clearance per agency, per employee

One employee working with six agencies has six clearances, each tracked separately with its own status, status date, and expiration date.

Status you control

Your admins check the result with the agency and set the status themselves, rather than waiting on anyone else to do it.

A record of every submission

Each fingerprint submission, resubmission, and document packet is recorded against the clearance it belongs to, so the history exists when someone asks.

Bulk management

Onboard a batch of employees to the same agency, or update status across many people at once, instead of working through them one at a time.

Reporting and export

Filter clearances by agency, status, or fingerprint status, choose your columns, and export the view to CSV.

Enhanced document management

Included with Pro. Documents are organized against the agency and state they belong to, and access is protected by multi-factor authentication.

View-only admins see the clearance side too

Any vendor admin can be switched to view-only, and on Pro that visibility extends to the clearance grid, submissions, and the enhanced document list. They see every screen a full admin sees and can download certifications, addendums, and reports, but write controls are greyed out — they cannot edit users, manage clearances, or sign anything.

Fingerprints on file, at a glance

Each employee carries a fingerprint indicator — on file or not on file, with the date they were received — visible throughout the clearance screens, so you can spot who still needs printing without keeping a separate spreadsheet.

The clearance lifecycle

What are the stages of a vendor clearance?

Five stages from assignment to decision. The same flow applies whether you are on Pro, Pro Archive, or Pro Managed — what changes is how much of it you run yourself.

01

Assigned

A vendor employee is assigned a clearance to a specific agency.

02

Deployed

The documentation that agency requires goes out to the employee to sign and upload back.

03

Pending

The clearance sits in the queue, waiting on the pieces that are still outstanding.

04

Submitted

The packet — fingerprint card plus the signed documentation — has been sent to the agency.

05

Cleared

The agency returns its decision: cleared, or not cleared.

Move up to Pro

Pro is scoped with our team so clearance tracking matches the agencies you actually serve.

Tired of reprinting employees for every agency? See Pro Archive.