Overview
SwiftComply Stormwater uses role-based access to control what each user can see and do.
User roles
Administrator
Administrators have full access to every feature in the platform. They can:
Create, edit, and delete sites, reports, deficiencies, and all other records.
Access the Settings page to configure compliance statuses, tags, equipment, deficiency levels, and more.
Manage users: invite new users, assign roles, and reset passwords.
View all sites regardless of tag restrictions.
Access analytics and run reports across the entire program.
Global User
Global Users can create and edit records but cannot access administrative settings. They can:
Create and edit sites, reports, deficiencies, tasks, investigations, and enforcement cases.
View the dashboard, analytics, and all standard program features.
Export data to CSV from tables.
Upload files and images.
Global Users see all sites by default. An administrator can make a user Restricted to limit access to specific site tags.
Restricted User
A Restricted User has the same editing capabilities as a Global User, but can only see and work with sites that match their assigned tags.
Configured by setting the user's Access Level to Restricted User and choosing tags under Restrict To These Tags.
They can only see sites, deficiencies, reports, and other data tied to their assigned sites.
Restricted Users cannot create new sites unless the SwiftComply team has enabled site creation by Restricted Users for your account.
View Only User
View Only Users can view data but cannot create, edit, or delete anything. A Global User set to View Only can view all sites; a Restricted User set to View Only can view only sites matching their tags.
Contractor
When the contractor portal is enabled for your account, contractors are external users who access the system through a dedicated contractor portal. They:
Receive a unique registration link generated for a site with Generate Contractor Link.
Register an account using the link and are automatically assigned to the linked site.
Can only see the sites they've been registered to via contractor tokens.
Can fill out and submit inspection reports through a simplified contractor interface.
Cannot access the full admin interface, email reports, or manage settings.
How roles are assigned
See the Setting Up Your Organization and Inviting Users article for step-by-step instructions on creating users and assigning roles.
FAQ
Q: Can a user have multiple roles?
A: Each user has one access level: Administrator, Global User, or Restricted User. Restrict to View Only can be added to a Global User or Restricted User, and a Restricted User can also be marked as a Contractor User when the contractor portal is enabled for your account.
Q: How do I limit a user to certain sites?
A: Edit the user, set Access Level to Restricted User, then choose the tags under Restrict To These Tags that define which sites they can access.
Q: Can Contractors see deficiencies and analytics?
A: Contractors can view and work with deficiencies on the sites they're registered to. They don't have access to analytics, communications, or administrative features.
Q: What happens if I deactivate a user?
A: Deactivated users cannot log in. Their historical data (reports, deficiency logs, etc.) remains intact.