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.
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 “Normal” or “Service Provider Users” by clicking the dropdown menu in the upper left hand corner.
Normal 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.
View a users 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 users details or permissions select the small green pencil icon in the users 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.
Add a new User:
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
Normal Users will have access to the main database, and are generally users connected to the municipality.
- Normal users have a Can Login? checkbox. Checking this box allows users to login to the system. Uncheck this box if you have a user that has left your organization and should no longer receive access.
- Normal users also have the Is Admin? checkbox. This marks the user as an admin, and provides additional permissions.
Service Provider Users are added as service providers and can be connected to a specific Service Provider, or Testing, company if that information is available.
- Service provider users have a Can Login? 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.
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: