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Knowledge Center

Business Portal - Business Account Settings

Purpose Statement

The Business Account Settings feature enables business users to independently manage their company information and work type selections, reducing support requests and allowing flexible service expansion. This self-service capability allows businesses to update contact details, addresses, and enable or disable work types (ITM and Permit Requests) without requiring AHJ or support intervention.

Background Information

Previously, business users needed to contact support or AHJ staff to modify basic account information such as business name, address, or to add new service types. This created administrative overhead and delays for businesses wanting to expand their services or keep information current. The new Business Account Settings provides a centralized interface accessible from any page within the Business Portal, allowing authorized users to make immediate updates. Changes are automatically synchronized across all connected AHJ relationships, ensuring consistency throughout the system.

 
Key Capabilities:
 
  1. Update business name, address, phone, and email
  2. Enable or disable work types (ITM and/or Permit Requests)
  3. Automatic role assignment when new work types are enabled
  4. Data preservation when work types are disabled
  5. Real-time navigation menu updates based on selected services

Required Permissions

Admin - Manage Business Info: Required to access and modify business account settings
 

This permission is automatically assigned to:
 
  1. New business registrants during account creation
  2. Existing users with "Admin - User Access Control" role (via migration)

Video
 


 

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Step-by-Step Guide
 



 
1. From your Business Portal Landing page click on "Sign In."
 

 

 
Click on Sign In 
 

 

 

 
2. Click on First Due Logo.
 

 

 
Click on First Due Logo. 
 

 

 

 
3. Scroll to the bottom to find "Your Username" Click on the 3 dots next to your username.
 

 

 
 
 

 

 

 
4. Click on Business Account Settings.
 

 

 
Click on Business Account Settings. 
 

 

 

 
5. This will open up your dedicated Business Account Settings where you can update the following: 
 

 
Business Name, Phone, Email and Address as well as Type of Work Performed (ITM and/or Permit Request)
 

 

 
 
 
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Click on Type of Work

 

 

 
6. Click on Save once you made updates to your account.
 

 

 
Click on Save once you made updates to your account 
 

 

 

 
7. System Confirms your update was successful.
 

 

 
System Confirms your update was successful.  
 

Best Practices

Information Management
  1. Keep Information Current: Regular updates ensure accurate communication and compliance
  2. Verify Addresses: Use complete, validated addresses to prevent delivery issues
  3. Maintain Contact Details: Ensure phone and email information reaches appropriate staff
Work Type Strategy
  1. Plan Service Expansion: Enable new work types when staff and systems are ready
  2. Consider User Training: Prepare staff before enabling new service types
  3. Review Regularly: Assess whether all enabled work types are actively used
Permission Management
  1. Limit Access: Only grant "Admin - Manage Business Info" to trusted personnel
  2. Document Changes: Maintain records of significant account modifications
  3. Coordinate with AHJs: Inform relevant AHJs about major business changes