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Employee Role
The employee role in iSoftpull can only view their own credit reports they have pulled. Their "Branch Manager" and the CEO role can view their reports too. Employees cannot add other users or add branches. To learn more about roles and permissions ...
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 ...
Manager Role
In addition to pulling credit reports, Managers can create, invite, deactivate users. Managers and also view the credit reports of the employees within their Branch. To learn more about adding users, please visit this article: Adding Users, Roles and ...
Software Updates
We continually publish updates to our software to introduce new features and enhancements to ensure optimal user experience. Keep reading to learn about the latest updates to our software! Added Error Message for Wrong Date Format Published on July ...
Sorting Credit Report Sections
With iSoftpull's Advanced Credit Report Section Sort feature super admin clients can customize the order in which credit report sections appear across their organization. Follow the steps below to custom sort your reports. Step 1. Click Pencil Icon ...