Related Articles
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 ...
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 ...
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 ...
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 ...
Custom Report Summary
With iSoftpull's custom credit report summary feature, super admin users can specifically tailor the report summary sections across their organization to align with their business needs. Summaries can be customized per bureau. Follow the steps below ...