View a Users Details
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.
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.
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 has 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.
Service Provider Users are a list of testers who test for a specific service provider, who have been added to the system but login to a separate portal. Each service provider users should be connected to a specific service provider
View a user's details:
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.
Edit a Users Details and Permissions:
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.
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.
Adding a New Users
To add a new user, first, select the green Add User button.
A blank New User form will appear in a popup window. Once on this screen fill out the new user information, and be sure to specify the User Type and Available Checkboxes.
Adding an Organization User"
Organization Users will have access to the main database and are generally users connected to the municipality. This is the highest user class and should ONLY be given to city officials. To begin adding an Organization User click the green add user button as shown above.
- Organization users have an Allow Login Access checkbox. Checking this box allows users to log in to the system. Uncheck this box if you have a user that has left your organization and should no longer receive access.
- Organization users also have the Is Admin? checkbox. This marks the user as an admin and provides additional permissions.
Next, fill out the user profile and click the save button at the bottom left corner to complete the profile setup.
Adding a Service Provider Users(SPU)
Service Provider Users (SPU) are users who are connected to a specific Service Provider, or Testing, company if that information is available. You can locate an SPU service provider through the "Choose Service Provider" button below. If SPU's service provider is not on file, visit our knowledge base section with instructions on adding a new service provider here.
To begin adding an SPU, click the green add users button as shown above. Next, select the Service Provider user type as shown below.
- Service provider users have an Allow Login Access? checkbox as well. Checking this box allows testers, or service provider users, to login to a boiled-down version of the system and submit digital test reports.
When finished filling out all relevant information select the green Save button to finalize the new user.
Adding Service Provider User's Certification
All service provider's users must have a valid certification to submit reports. To add a certification to an SPU, first, locate the already created SPU profile in the search tab.
Next, click the certification tab on the right side of the profile. Here you will find the "Add Certification" button to add certification.
Lastly, fill out the requested details and upload an image file of valid certifications for records. Next, click the green Save button to finish processing. If the certification is valid you should get a green VALID status. An expired certification will be flagged with EXPIRED status and SPU cannot submit test reports until a valid certification is uploaded.
Tips: Make sure you enter the correct certifying agency and certification type. This cannot be edited once certification has successfully processed.
Editing SPU Certification
If you need to make changes to your certification, you can do so by going to the SPU profile you wish to edit and click the “Certifications” tab.
In this section, you’ll see the certifications you’ve entered into the system. To edit information in your certification, click the pencil in the upper right-hand corner of your cert.
Clicking the pencil will allow you to edit all of your certification information. Once you’re done editing, click the green Update button to save the new information. When the certification is updated, the city will receive the updates and approve them. The Tester will not be able to submit a test after the original certification expiration until the city approves the certification changes.
Tips: Users must have an active, up-to-date certification in the system in order to successfully submit a test.
Approving a Sevice Provider User
Next is validating an SPU. After adding an SPU profile they will remain in "Pending" status unless approved. To approve an SPU tester click the green "Approve Until Specific Date" as shown below and select a date you wish to keep the user account active. Ideally, you will want this date to match SPU's backflow certification expiration date. If SPU is an Admin, feel free to approve up to 10 years.
Tips If SPU is a tester then they will need a valid test kit and calibration on file to submit test reports. To learn more, visit our knowledge base section here to complete the SPU tester profile.
Delete a User:
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: