Overview
iService is iPipeline’s administrative tool, where our customers can configure their iPipeline products. See our information below for more on how to access and navigate the system.
Accessing iService
1. Navigate to iservice2.ipipeline.com and click the arrow button in the top right.
2. Log into the site with your iService credentials.
Navigating iService
1. Homepage The homepage icons returns the user to the iService homepage (shown in the image above)
2. User Management From the User Management icon, users can complete the following actions:
Create a new user
Edit a user’s details
Clone a user
Disable a user
Reset a user’s password
Resend verification to a pending user
Re-enable a disabled user
3. Settings From the Settings icon, users can configure the following:
Annuity Profile
Forms Profile
iGO Profile
Terms Rates Profile
Product Profile
4. Welcome From the Welcome icon, users can be directed to training resources and iPipeline support.
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