Adding Users, Roles and Branches

Adding Users, Roles and Branches

This article reviews how to add users and branches, and describes roles and permissions within the platform.  This hierarchy of roles enables business of all sizes to manage their employees' credit access, while at the same time giving managers access to supervise their user employees. 

The iSoftpull platform has 4 specific roles:
  1. Super Admin
  2. Admin
  3. Manager
  4. Employee
The Super Admin is the initial user of the account, and has all rights and privileges any other role has. The Admin role is similar to to the Super Admin, with the only limitation is the Admin can not delete the Super Admin, whereas the Super Admin can revoke access or delete the Admin.

Admins and Super Admins can create branches and users, and Managers can add users but can not create branches. The intention of this is for an Admin to create a branch and assign a Manager of the branch. Managers of a branch can see all of the credit reports of the users in his branch, and only his branch. Admins and Super Admins can see all credit reports ran in the entire company.

Only Manager's and above can add users to the software, and only Admins and above can create branches. 

Here are the steps to add a users and branches to the platform:

Step 1. Click on Users on the left hand side of the home screen then click the Add User button on the top right hand sider of the screen.

Step 2. Insert the user's name, email and phone number then assign them to a branch and role. Click save.

If a branch has not been created, or a branch is not selected, all users will be assigned to a default branch.

Step 3: Invite User by clicking the "Invite User" button.

An email will be sent to the user where they will set up their password. 

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