Setting Up a New User/Client for Disputes
Step 1: Log in to Your Dashboard
After logging in, navigate to the Clients section. This is where you’ll add new users.
Step 2: Create a New Client
Click Create New Client and fill in the required information:
- First & last name
- Email address
- Last 4 digits of SSN
These details are necessary to pull credit reports and generate dispute letters.
Step 3: Open the Client Profile
Once the client is created, click on their name to open their profile.
Step 4: Set Up the Import Tool
Inside the client’s profile, go to the Credit Report tab. Enter the client’s credit monitoring login credentials.
Step 5: Import Credit Reports
After entering the credentials, you can now import the client’s current credit reports.
⚠️ Important: Make sure your client has access to 3-bureau (3B) reports. Without this, we won’t be able to pull all of their credit data.
✅ That’s it! Your client is now set up. In the next section, we’ll walk you through starting the dispute process.