Articles on: Credit Check

PipeLaunch Credit Check Installation Guide

Download the quick installation guide here:

Install from AppExchange:

Click Manage Assignments and add the users that should be able to Order and Edit/Delete reports
All the other users that should only have access to view (read) the Credit Reports, should have assigned the permission set called “PipeLaunch Credit Report: View Reports”

Create a new Named Credential for each Provider that you had subscribed. Please follow these instructions strictly, the input values need to match exactly with the names defined bellow (tip: copy and paste)

Updated on: 18/08/2023

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