Overview
An Online Profile is a public-facing page for one of your establishments. Each FSE in your program gets its own profile URL where the establishment's owner or contacts can view compliance status, pump out history, inspections, permits, and other information you track on their behalf -- without having to call or email your office.
Online Profiles are designed as a self-service tool for FSE owners. You decide what data to expose on each profile, and the URL is shared with the establishment's contacts so they can check in any time.
Before you start
SwiftComply must enable the Online Profile feature for your tenant. If you don't see an Online Profiles tab under Settings → Organization, contact SwiftComply support to turn it on.
You need the admin role to change Online Profile settings.
How the profile link reaches FSE owners
There are two ways the profile URL gets to the establishment:
Welcome notification (automatic) -- when a new contact is added to a location, the contact's welcome email includes the establishment's online profile link. This works only if the Welcome notification is set to Active under Settings → Notifications → Welcome.
Manual share (on demand) -- you can also copy the establishment's profile URL and share it directly with the owner or any contact (in an email, a letter, in person, etc.).
Configuring Online Profiles
Turn Online Profiles on
Click the Settings gear icon in the top-right corner of the page.
Click Organization in the settings sub-sidebar.
Click the Online Profiles tab.
Toggle Enable establishment on-line profile on. This is the master switch -- every per-section toggle below it stays disabled until this is on.
Use the toggles below to choose what each profile shows (see next section).
Click Save.
What you can show or hide on each profile
Each toggle controls whether that section appears on every establishment's public profile. Toggling something off hides it from every profile at once -- you can't configure these per-establishment.
Pump outs -- pump out history.
Yellow grease -- yellow grease pickup history.
Inspections -- inspection records.
Grease traps -- linked GCDs (capacity, frequency, last pump out, next due date).
Compliance history -- the timeline of compliance status changes.
Enforcements -- enforcement records issued to the establishment.
FSE permits -- permit details.
Contact email -- a contact email displayed on the profile so the FSE owner has a way to reach your program.
Allow public pump out submission -- lets a hauler submit a pump out report directly from the profile (rare, used by programs that want self-service hauler submissions).
What the FSE owner sees on the profile
When the establishment's contact opens their profile URL, they always see:
Business name and address.
Current compliance status (the same status displayed in your Establishments table).
The current service provider (if one is assigned).
In addition, the profile shows whichever sections you toggled on (pump outs, inspections, etc.). Anything toggled off is hidden, even if data exists for it.
The profile is public -- anyone with the URL can view it. If your program treats compliance data as sensitive, think carefully about which sections to enable, and rely on Welcome-notification distribution rather than posting URLs publicly.
Finding an establishment's profile URL to share
Once Online Profiles are enabled, every establishment has its own profile URL. To find and copy it:
Click Establishments in the left sidebar.
Open the establishment whose profile URL you want.
Click Actions, then Business Profile.
Copy the URL and share it with the establishment owner directly, or rely on the Welcome notification to send it automatically when you add a new contact.
FAQ
Q: Who is the audience for an establishment's Online Profile?
A: The establishment's owner and contacts. The profile is designed so they can check on their own compliance, pump out history, and other program data without contacting your office. While the page is technically public, the URL is normally only shared with the establishment.
Q: How does an FSE owner get the link to their profile?
A: Two ways. (1) Automatically -- when you add a new contact to the establishment, the Welcome notification (if active) includes the profile link. (2) Manually -- you copy the profile URL from the establishment record and share it with the contact directly.
Q: If I turn Online Profiles off, are the URLs disabled?
A: Yes. Toggling the master switch off hides every profile at once. Turning it back on restores access with whatever sub-toggles were previously set.
Q: Can I customize the profile per establishment?
A: No. The toggle settings apply tenant-wide -- the same sections appear on every profile. There isn't a per-establishment override.
Q: I don't see the Online Profiles tab. What's wrong?
A: SwiftComply hasn't enabled the Online Profile feature for your tenant yet. Contact support to turn it on.
Q: What does "Allow public pump out submission" do?
A: When this is on, a hauler who has the establishment's profile URL can submit a pump out report from the profile page itself. Submissions show up in your Pump outs table the same way provider-submitted pump outs do. Most programs leave this off.