Getting Started 1

• Overview - Please Read First

Creating orders 3

• Creating orders through the Dashboard
• Notifying customers of 'Pending' orders
• Customer did not receive the email link, what do I do?

Order management 7

• Transferring Orders
• Refreshing Orders
• Editing Orders
• Ordering a different report
• Cancelling Orders

See all 7 articles

Helping your customers with account linking issues 3

• Account Linking Troubleshooting Steps
• Troubleshooting Institutions that Cannot be Found
• Escalating Account Linking Issues

Viewing orders and reports 3

• Viewing Orders in the Pipeline
• Viewing Order details
• Viewing and downloading completed reports

Team member management 4

• Adding team members
• Roles and Permissions
• Manage Members
• Editing Your Profile