The Admin is the work horse role.  

The Admin can create new projects and invite stakeholders. The Admin may also update the account’s logo, customization features and billing information. Only the Admin account can add, edit or deactivate stakeholders access or projects. 

The Admin may view, update or access all project data. It may view all inspection reports created by or for its partners and may update project related information such as, dates of maintenance activities, compliance activity logs, project documentation, etc. 

PROFILE CHANGES

To update the Admin profile:

  1. Navigate to the Dashboard

  2. Select your company 'Name' at the top of the page.

3. Select 'Edit' at the bottom of the details information.

4. Revise the field in question - Name, Billing Information, Logo - and select 'Update'.

BILLING AND PAYMENTS

Comply26 partners with Stripe to collect and protect your billing information. It is not stored on the Comply26 site. 

To update your billing information:

  1. Navigate to your profile as discussed above.

  2. Select the 'Billing Setup' tab.

  3. Select 'Create New' to add a new payment method.

  4. Select 'Update Card' to update the current default payment method

Note: At least one billing method (Credit Card or ACH) is required to complete inspection reports without experiencing an error.

The Admin may customize its account by adding their company logo. The logo will appear for each project and will appear on each document and email notification. The Comply26 logo will appear if no custom logo is added. 

To update your logo:

  1. Navigate to your profile as discussed above.

  2. Select 'Setup Detail's

  3. Select 'Edit'

  4. To upload a new logo, select ‘Choose File’ and use your file explorer to locate the logo. 

  5. The logo must be less than 30 kb in size, and less than 100 pixels in width. 

  6. Select ‘Update’

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