This article explains ISN user privileges, how to add WolfPack Advising, and how to manage inspector settings.
During the onboarding process, it is important that you grant WolfPack Advising access to your ISN. The first thing you need to do is make a new user by going through the procedures that are outlined in this help article from ISN. "How to add a new user/inspector to your ISN"
Once WolfPack Advising has been created as a user, you can use the information in this ISN help article to determine what privileges our account will require in order for us to perform the functions of our responsibilities within your ISN. "Privilege Definitions"
The features we need access to include:
- The ability to create/modify email containers, templates, and events.
- Access to all reporting so we can download agent reports to upload to the CRM. There are multiple reports we need to pull from ISN in order to get a complete data set to give the CRM a foundation of agent/order data to start with.