Who this article is for: Authority Users
Overview
The Settings page is where you find the org-level tools and information for your SwiftComply account. It's organized into a few collapsible sections. Some give you direct controls (like uploading a billing sync file); others display configuration that was set up by SwiftComply and can only be changed by contacting your CSM. This article walks through each section so you know what lives where and how to get a change made.
Opening Settings
Click Settings in the left navigation. The page opens with one section expanded by default; the others can be expanded by clicking the section header (the + icon).
The Sections
Billing Sync
The working area for uploading and approving billing data syncs. Inside this section you'll see:
Current Status — where your most recent sync is in its lifecycle (for example, "waiting for review")
Select New CSV File — upload a new CSV from your billing system
Download Sync Plan — pull down the generated plan for review
Approve Sync Plan — apply the sync plan to your SwiftComply data
Billing Sync Settings — a read-only table showing how your sync is configured (whether new location creation is enabled, exclusive contact types, unlink behavior)
For the full workflow, see Billing Sync Overview.
Compliance Reports Settings and Rules
A read-only view of the compliance rules configured for your organization — the Compliance Period, Preserve Date, Allowable Window Days, and End of Month Expiration settings that control how Next Test Due is calculated after a test report is accepted.
You can review what your current settings are here, but to change them, contact your CSM. See Compliance Rules for what each setting does.
SwiftComply Staff Access Log
A record of when SwiftComply staff members accessed your account. This is a transparency log — useful if you need to confirm who at SwiftComply has recently been in the system on your behalf (for example, during a support ticket).
Organization Info
Your organization's basic information — name, address, state/province, contact details. If any of this is wrong, reach out to your CSM to have it updated.
What You Can Change Yourself
Upload a new billing sync CSV and approve the resulting plan
Expand sections and review read-only configuration
What Requires a SwiftComply Admin
Most changes to org-level configuration go through your CSM, who submits a PPCR (Product/Process Change Request) on your behalf. Common requests:
Compliance rule changes — Compliance Period, Preserve Date, Allowable Window Days, End of Month Expiration
Auto Accept changes — enabling, disabling, adjusting rule groups
Communication Type rules — when auto-generated communications trigger, what targets they use
Custom Properties fields — adding, renaming, or removing custom fields on assemblies, locations, or contacts
State Report changes — requesting a new state, fixing report mappings
Organization Info corrections — name, address, state
When you submit a request, be specific about what you want changed and why. A clear explanation speeds the turnaround.
FAQ
Q: I'm looking for the Users section — why isn't it here?
A: Users live in their own left-nav section (Users), not under Settings. Use the Users page to invite, manage, and deactivate authority users. For service provider users, open Service Providers in the left nav and use the SERVICE PROVIDER USERS tab.
Q: How do I request a change to a compliance rule or Auto Accept?
A: Contact your CSM. Be specific — tell them exactly which setting you want changed, what the new value should be, and why. They'll submit a PPCR to make the change.
Q: Can I see what my Billing Sync Settings are doing without running a sync?
A: Yes. Open Settings > Billing Sync and scroll down to the Billing Sync Settings table. It shows the configuration as read-only — you can see whether location creation is enabled, which contact types are exclusive, and how unlinked contacts are handled, without uploading a new file.
Q: Is there a setting I'm not seeing here that I think should exist?
A: Some configuration (templates, communication types, reports) lives in its own section rather than under Settings. If you're looking for something specific and can't find it, ask your CSM — they'll either point you to the right section or let you know it's handled internally.