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Inviting and Managing Users

How to invite Authority Users to your FOG program, manage their admin role, and update your own user account.

Overview

Your FOG program can have multiple Authority Users who manage establishments, GCDs, pump outs, inspections, and more. This article covers user types and roles, how to invite and manage your team, and how to update your own account. For organization-level settings (name, address, default units), see Configuring Organization Settings and Default Units.

User types and roles

FOG has two user types and one special role. Understanding the differences helps you know who can do what inside your organization.

Authority Users (City/Organization staff)

Authority users are members of your team. They log in to the main application and can access the modules you have enabled. Depending on whether they have the admin role, they can manage records, run reports, and configure settings.

Provider Users (Service Providers / Haulers)

Provider users work for grease hauling companies. They log in to a separate provider portal where they submit pump out and yellow grease records, view their assigned establishments, and manage their provider-level info. Provider users cannot access your tenant's city-side settings.

The admin role

Within Authority Users, one special role exists: admin. Only admins can access the Settings area, manage the team, and configure integrations such as API keys and SSO.

  • The first user added to an organization automatically receives the admin role.

  • Additional admins must be granted the role by an existing admin.

  • Non-admin Authority Users can view and create records (establishments, pump outs, inspections, and so on) but cannot reach Settings.

If someone on your team can't see Settings, they do not have the admin role. Ask an existing admin to grant it.

Managing your team

Viewing team members

  1. Click the Settings gear icon in the top-right corner of the page, to the left of your profile name.

  2. Click Team in the settings sub-sidebar.

  3. You see a list of all users in your organization.

Inviting a new user

  1. Navigate to Settings > Team.

  2. Click the invite button.

  3. Enter the new user's email address.

  4. Click Send.

  5. The user receives an email invitation to create their account.

What happens next

  • The invited user receives an email with a link to set up their account.

  • Once they accept, they appear on the Team page.

  • The first member of an organization automatically receives the admin role.

  • Additional users are non-admin by default and must be assigned the admin role manually if needed.

πŸ’‘ Tip: You can manage admin role assignments from the Team page. Admins can access Settings and manage the full configuration of the organization.

Managing your own account

  1. Click the Settings gear icon in the top-right corner of the page, to the left of your profile name.

  2. Click My User in the settings sub-sidebar.

  3. Update your first name, last name, time zone, locale, or digital signature.

  4. Click Save.

Digital signatures

If the signatures feature is enabled, you can upload a signature file from the My User page. This signature can be used on inspections and enforcement documents.

FAQ

Q: How do I invite a new team member?

A: Go to Settings > Team, enter their email address, and send the invitation. The first member of an organization automatically gets admin access.

Q: How do I remove someone from my team?

A: Go to Settings β†’ Team, find the user, and use the remove option. The removed user immediately loses access to your tenant.

Q: Can two admins exist at the same time?

A: Yes. Any number of Authority Users can have the admin role. The first user added is automatically an admin, and existing admins can grant the role to others.

Q: A teammate didn't get their invitation email. What do I do?

A: Ask them to check spam first. If it's still missing, remove the user and re-invite them so a fresh email is sent. Double-check the email address for typos.

Q: I forgot my password. How do I reset it?

A: Use the "Forgot password" link on the login page. SwiftComply emails you a reset link. If your tenant uses SSO, reset your password through your identity provider instead.

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