Overview

Use this guide to create a new user profile in the CISCO Credit Web Portal. New users will receive their login name and a password creation link by email once the account is created.

Before you start

• You must be able to sign in to our web portal with an admin account that has access to User Setup.
• Have the new user's full name, email address, and mobile phone number available.
• Decide what report ordering permissions/restrictions the new user should have and the re-order interval.

Steps

1. Open User Setup

After you sign in, locate the Tools section and select User Setup

Screenshot: User Setup in the Tools section of our Main Desktop

2. Select Add

In the upper-left area of the User Setup page, select Add

Screenshot: Select Add in this window

3. Complete the new user profile

The New User Setup page opens. Complete the required fields and set the correct permissions.

Required fields (minimum)

• Name: first and last name.
• Login: Typically first letter of the first name + last name (no spaces). Example: jsmith.
• Email address: This is where the login instructions are sent.
• Cell phone number: Used to receive 2-Factor Authentication codes.

Password setting

We recommend leaving the password set to Set automatically. This helps the portal generate a secure initial password and send instructions to the user's email.

Permissions and ordering options

In the lower section, set the following drop-down options as appropriate:

• Report Ordering: Controls whether the user can order and manage credit reports.
• Supplement Ordering: Controls whether the user can order supplemental reports or add-ons.
• Rescore Ordering: Controls whether the user can submit rescore requests.
• Allow Re-order After: Controls how soon a report can be reordered after the initial pull.

Drop-down option meanings

• Order for Self: User can only view and edit files they originally pulled.
• Order for All: User can view and edit reports ordered by other users.
• Always Allow (recommended for admins): Commonly used for admin roles in the Allow Re-order After setting.

Payment settings 

• Require credit card payment on each order: If selected, users must enter a credit card at the time of ordering.
• Default Credit Card Information: If enabled, users may save a card on file for faster future ordering, based on your company policy.
• Bill User Separate from Company: If selected, users are responsible for paying for their own products and services ordered from CISCO Credit. If you don’t see this option, please contact CISCO Credit Tech Support.

Screenshot: New user profile and permissions page

4. Save and verify

Select Save (or the equivalent action on your page). Then:

• Confirm the user appears in the user list.
• Ask the user to check their email for login instructions (including spam or junk folders).

Troubleshooting

• I do not see User Setup under Tools. Your account may not have the required permission. Contact your system administrator.
• The user did not receive the email. Verify the email address is correct, then ask the user to check spam or junk folders. 
• The Login value is rejected or already in use. Choose a unique login. A common approach is first initial + last name, then add a number if needed (example: JSmith2).

If you have questions or need assistance with permissions, contact our support team and include:

• Company name 
• New user's name, email address, and cell phone number
• The permissions you want applied (Self vs All, re-order interval, and any payment requirements) along with any restrictions to be applied.