Access: Backflow City/Organization Users
Overview:
Topics:
For Cities/Orgs Using the Tester Registration Site (TRS)
This workflow applies to any city or organization utilizing the Tester Registration Site (TRS) through SwiftComply. Our team will enter the initial service provider details based on the tester's submission through the TRS.
It is then up to your team to review and approve both the user credentials and the test kit information before the tester is fully authorized.
Please Note: While new users can log into SwiftComply, they cannot submit backflow test reports until their user account and test kit details have been reviewed and approved by your team.
Step 1: Review New Service Provider Users
Go to the Notifications tab in your SwiftComply dashboard.
Look for the section titled “Service Provider Users to Review.”
Click on each user to view their:
Certifications
License details
Contact information
Confirm that the Allow Login Access box is checked
Once you've reviewed their credentials and are satisfied, click Approve Until Specific Date, enter the expiration date of their certification, and then click Approve.
Tip: If the user is a Service Provider Admin, you can choose the expiration date as you see fit. We often recommend having a 3 year expiration to lessen the admin work.
Step 2: Approve Test Kit Calibrations
Return to the Notifications tab.
Locate “Test Kit Calibrations to Review.”
Click on the associated test kit submitted by the newly approved user.
Verify:
Calibration date
Calibration certificate
Test kit serial number and model
Click Approve once all details are verified and accurate.
Step 3: Notify the User
Once both the user credentials and test kit calibration are approved, send a quick welcome message to let them know they’re ready to begin testing.
Example message:
Subject: You're Approved to Submit Tests in SwiftComply!
Hi [User Name],
Your credentials and test kit information have been reviewed and approved by our team. You’re now authorized to submit backflow test reports in SwiftComply for [City/Org Name].
Need Help?
Check out the SwiftComply Knowledge Base for walkthroughs on:
If you have any questions, feel free to reach out!
Thanks,
[Your Name / Team Name]
✅ Next Steps for the User
Once approved, the user will now be able to:
Submit backflow test reports