Jump To:
​View a Users Details:

Edit a Users Details and Permissions:

Deleting a User:

Assigning a User to a Service Provider Company:

The ”Users” tab has a list of all the users who have access to your system, including both users from within your organization and service provider (tester) users. The Users table can be organized alphabetically or numerically by clicking on any of the section titles.

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To edit the sections visible in your Users table, click the small gear to the right of the search bar, and select the values you would like listed in your table then click the green save button at the bottom of the menu.

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The search bar for Users searches Names by default, however, you can refine your search by clicking the gray arrow in the search bar. This will open a series of searchable boxes. Multiple values can be searched for at the same time within these boxes

Any list of users that have been generated can be exported by selecting the small arrow button to the right of the search bar. The list will automatically be downloaded as a CSV file.

Users can be sorted by “Users” or “Service Provider Users” by clicking the dropdown menu in the upper left-hand corner.

Organization Users refers to City Users of your SwiftComply system. They likely have full access to everything a city regulator can see and are probably using the system for reporting purposes.
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Service Provider Users are a list of testers who test for a specific service provider, who has been added to the system but log in to a separate portal. Each service provider user should be connected to a specific service provider

To view a user's details and permissions, click on the user you want to view and their details will appear in a pop-up window.

To edit a user's details or permissions click on the user you want to view and their details will appear in a pop-up window. Next, select the small green pencil icon in the user's details to enable editing.
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To edit a user's permissions select whether or not they are able to login to the system, and if they should be a system administrator.

System administrators have additional access that normal login users do not.

Once finished making your changes, select Save.

To delete a user first select the user you wish to remove and select the small green pencil icon to enable editing.

Scroll down and select the small red trash can icon.

The system will ask you to confirm:

All users must be assigned to a company to submit a backflow test.

To assign a user to a company profile, navigate to your service provider page.

Next, search and select the service provider company record you wish to assign to the selected user.

A small window will appear with company details. Navigate to the USERS tab and click Add User to add a user to the new company.

Once a new user has been added to a new company, they will need to be re-approved for testing again using the button below.

Alternatively, you may also remove a user from a service provider company. To accomplish this, navigate back to the user tab from the service provider section.

Select the user you wish to remove and use the pencil edit icon to open up fields.

Scroll down, and select the "Remove from Service Provider" button to remove the user from the company record.

The user will now be removed from the company record.