Jump To:
View a Service Provider’s Contacts:
Add a Service Provider Contact:
Edit a Service Provider Contact:
Remove or Delete a Service Provider Contact:
View a Service Provider’s Contacts:
To view the users associated with a Service Provider first select the “Service Providers” tab from the Dashboard and select the Service Provider you want to view. That Service Provider’s details will appear in a pop-up window.
Select the “Contacts” tab from the new window to view the users associated with that service provider.
Add a Service Provider Contact:
**A service provider contact is for reference, and will not have access to submit reports to SwiftComply. Service Provider Users have accounts to submit documents to your jurisdiction via SwiftComply. Contact SwiftComply support at hello@swiftcomply.com to request new user accounts.
To add a contact to a Service Provider first navigate to the “Service Provider” tab from the Dashboard, and select the service provider you would like to edit. The Service Provider’s details will appear in a pop-up window.
From the Service Provider’s pop-up window select the “Contacts” tab on the far right. Underneath the list of contacts, there is an “Add Contact” button. Fill out the required fields and click “Save” when finished.
Edit a Service Provider Contact:
To edit a contact for a Service Provider first navigate to the “Service Provider” tab from the Dashboard, and select the service provider you would like to edit. The Service Provider’s details will appear in a pop-up window.
From the Service Provider’s pop-up window select the “Contacts” tab on the far right. Click on the contact you want to edit and their information will appear in a new pop-up window. From the contacts, details page select the small green pencil icon to enable editing. Click “Save” When finished.
Remove or Delete a Service Provider Contact:
To delete a contact from a Service Provider first navigate to the “Service Provider” tab from the Dashboard, and select the service provider you would like to edit. The Service Provider’s details will appear in a pop-up window.
From the Service Provider’s pop-up window select the “Contacts” tab on the far right. Click on the contact you want to delete and their information will appear in a new pop-up window. From the contacts, details page select the small green pencil icon to enable editing.
Scroll to the bottom of that information and select the red trash can icon. From there the system will give you the option to remove the contact from the service provider specifically or to fully delete the contact from the system.
