Who this article is for: Authority admins who need to create, edit, or manage authority user accounts within their organization.
Overview
User management in SwiftComply Pretreatment is handled through the Users section in the left sidebar. This section is only visible to users with Admin access. From here, you can create new authority user accounts, set their access levels, and control whether they can log in.
Users created in this section are your utility's authority staff — the people who manage the pretreatment program within SwiftComply.
💡 Note: This page covers authority/utility user accounts only. Industrial User portal access is managed through location contacts on the IU detail page, not through the Users section. When you grant portal access to a contact on an IU, they receive an email invitation to set up their account. See Setting Up Your Industrial User Account for the IU-side experience.
Navigating to the Users Page
Log in to SwiftComply Pretreatment with an Admin account.
Click Users in the left sidebar. This option is only visible to Admin users.
The Users page displays a table of all organization users with the following columns:
Column | Description |
Allow Login Access | Shows whether the user is Active (can log in) or Inactive (cannot log in). |
Name | The user's full name. |
The user's email address. | |
Job Title | The user's job title, if provided. |
Phone | The user's phone number. |
Creating a New User
To add a new authority user to your organization:
On the Users page, click the "New User" button.
Fill in the user form with the following fields:
Field | Required | Description |
First Name | Yes | The user's first name. |
Last Name | Yes | The user's last name. |
Yes | The user's email address. Must be unique across the system. | |
Phone # | Yes | The user's phone number. |
User Type | Yes | Select from the dropdown. "Organization" is the only available option. |
Job Title | No | The user's job title or role within the organization. |
Access Level | Yes | Choose "Admin" or "User". Admin users can access the Users section and manage other users' access levels. |
Set the Active toggle. When Active is on, the user can log in. When off, the account exists but cannot be used to log in.
Click Save to create the user account.
⚠️ Important: No automatic email invitation is sent when you create an authority user. You will need to share the login URL and credentials with the user separately through your own communication channels.
Editing an Existing User
To edit a user account:
Navigate to the Users page by clicking Users in the left sidebar.
Click on the row of the user you want to edit. The user detail form will open.
Modify the fields as needed and click Save.
💡 Note: Authority admins can only change the Access Level field of other users. To edit other fields (name, email, phone, etc.), contact SwiftComply support. Users can edit their own details through the Profile section.
Deactivating and Reactivating a User
To prevent a user from logging in without deleting their account, toggle the Active switch to off. The user's record will remain in the system but they will not be able to log in. To reactivate the user, open their record and toggle Active back on.
Deleting a User
To permanently remove a user from the system:
Navigate to the Users page.
Click on the user row to open their detail form.
Click the Delete icon.
A confirmation dialog will appear. Type the user's full name to confirm the deletion.
Click Confirm to delete the user.
⚠️ Warning: Deleting a user is permanent. If you want to temporarily prevent a user from logging in, use the Active toggle instead.
FAQ
Q: Can I create an Industrial User from the Users page?
A: No. The Users page is for managing authority/utility user accounts only. Industrial User portal access is managed through location contacts on the IU detail page.
Q: What is the difference between Admin and User access levels?
A: Admin users can access the Users section in the left sidebar and manage other users' access levels. They can create new users, change access levels, and deactivate or delete accounts. Users with the "User" access level have standard access to all pretreatment features but cannot see the Users section or manage other accounts.
Q: Can I re-enable a deactivated user?
A: Yes. Open the user's record from the Users page, toggle the Active switch back on, and save. The user will be able to log in again immediately with their existing credentials.
Q: How do I remove a user from the system?
A: Open the user's record, click the Delete icon, and type the user's full name to confirm. This permanently removes the user. If you only want to prevent them from logging in temporarily, use the Active toggle instead.