Account Settings Tabs

In this section you may manage all of the settings for your own user profile and allow additional users. Multiple Swiftdox users may collectively manage a Company Profile, create and submit applications and monitor status updates. You can manage additional users and permissions in this section.

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  Your Account Tab

  In the account tab, you may view and edit your personal account information or change your password.

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• Users Tab

  In the users tab, you may add users and grant them access to a company, so long as you are the "Admin User" status. You may only revoke your admin privileges after adding a minimum of one other user and granting them admin privileges - companies require a minimum of one admin user. Additionally, you may change which users receive email notifications for all activity of the company including profile changes or application status updates.

User Types

Two types of users may manage a single company:

• Admin User

  When a company profile is created and approved by the chamber, the user becomes the company admin. Admin users are marked with a checkmark in the "Admin" column in the user table.

  
  

  An admin user may:

  • Create, edit and submit applications.
  • Modify company profile information.
  • Invite additional users to manage that company.
  • Remove additional users from that company.
  • Grant or revoke admin privileges to other users.
  • Change email notification settings for all users.

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  Standard User

  Any user who has created an account may be assigned to manage a company.

  
  

  A standard user may:

  • Create, edit and submit applications.
  • Modify company profile information.
  • Change personal email notification settings.

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  Primary Contact

  The person listed on the company profile as a Primary Contact will automatically receive email notifications for all activity of the company including profile changes or application status updates.

Notifications

Any user may receive email notifications of updates and changes to a company account. For a user to receive email notifications, the Primary User or other Admin User must activate the notification switch beside the user's name in the user table.

When notifications are activated, the user will receive email updates for the following:

• Company Profile status changes.
• Certificate application status changes.