Related Articles
Admin Role
The Admin role can pull credit reports, create users, and create Branches. Admins can also view the credit reports and activity of the entire organization. The group Admin can do everything all other roles can do, with exception of deactivating the ...
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 ...
Employee Linking System Setup
The purpose of the employee linking system is to enable your team to insert hyperlinks to relevant destinations on their forms. For example, let's assume you have a soft pull form that you have shared to your employees with a call to action of ...
Populating Employee Links in Webform Responses
iSoftpull's Employee Linking System allows you to display personalized employee links in webform response messages. After your consumer fills out a form, they will be displayed Intelligence messaging with links specific to the employee associated ...
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 ...