Access: Admin Only

Overview: A look at adding and removing team members, and assigning members as admins and/or inspectors.

Topics:

Click the cog icon in the top right to access Settings.

On the menu on the left, click Team.

To add a team member, click the green Add team member button. Enter their email and click Add team member.

Click the cog icon in the top right to access Settings.

On the menu on the left, click Team.

Select the team member you want to remove by clicking on their name/email address in blue. Select Remove from organization. Click Save once finished.

Assigning a team member as an admin grants them access to the Admin panel in your SwiftComply database. An admin will be able to create custom properties, add new team members, edit notifications, and change any other settings that are present in the settings section. In addition admins can re-open closed Inspections and Enforcements.

Click the cog icon in the top right to access Settings.

On the menu on the left, click Team.

Select the team member by clicking on their name/email address in blue.

Check the 'admin' box and click Save.

Assigning a team member as an inspector allows this user to have inspections assigned to them.

Click the cog icon in the top right to access Settings.

On the menu on the left, click Team.

Select the team member by clicking on their name/email address in blue.

Check the 'inspector' box and click Save.

Once a team member is marked as an inspector, you can filter Establishments by inspector, and filter Inspections by assigned inspector.