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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 ...
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 ...
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 ...
iSoftpull Zoho CRM Integration: Admin Setup & Configuration Guide
iSoftpull Zoho CRM Integration: Admin Setup & Configuration Guide This article explains how Zoho CRM administrators can install, configure, and manage the iSoftpull integration, as well as how to run and access credit reports inside Zoho CRM. Who ...
Intelligence Indicator
Step 1. Set up your credit bureau, score limits, and purpose. First, click the Intelligence tab on the left-hand side of the screen and then click the add new intelligence plus sign icon on the far right-hand side. Name your Intelligence, select ...