Purpose Statement
The Business Account Settings page allows users to manage their business information and select the types of work their business performs within the Business Portal.
Use these settings to update business and contact information or enable additional work types, such as Inspections, Testing, and Maintenance (ITM) or Inspection Requests.
Background Information
Business Portal users can configure their business account based on the services they need to access. For example, a business account that is currently configured for permits can add other available work types when needed.
Changes to the Business Account Settings must be saved before they take effect.
Required Permissions
The transcript does not specify which permissions or roles are required to modify Business Account Settings.
Users who do not see the Business Account Settings option should contact their organization's administrator or the appropriate support resource to verify their account access.
Video
Step-by-Step Guide
Log In to the Business Portal
Log in to the Business Portal using your business account credentials.
Open the Account Menu
From the Business Portal, select the First Due logo in the upper-right corner.
Locate Your User Account
Scroll to the bottom of the menu and locate your name.
Select the three dots (...) to the right of your name.
Open Business Account Settings
From the available options, select Business Account Settings.
The menu may also display Account Settings and Sign Out, so make sure you select Business Account Settings.
Update Business Information
From the Business Account Settings page, review and update the available business information as needed, including:
- Business name
- Contact information
Select the Types of Work Your Business Performs
Navigate to the section containing the available work types.
Select the applicable work types for your business. Based on the available options shown in the transcript, these may include:
- Permits
- Inspections, Testing, and Maintenance (ITM)
- Inspection Requests
Save Your Changes
After making the necessary changes, select Save.
Once the changes have been saved successfully, the business account will be updated.
Best Practices
- Review your business name and contact information for accuracy before saving changes.
- Select only the work types that apply to the services your business performs.
- If your business begins providing additional services, return to Business Account Settings to review the available work types.
- Always select Save after making changes. Navigating away without saving may prevent your updates from being applied.
- Confirm that the account was successfully updated before leaving the page.
Troubleshooting & FAQs
Why don't I see the option to submit ITM or Inspection Requests?
Review your Business Account Settings and verify that the appropriate work type has been selected for your business. Make the necessary changes and select Save.
Where can I update my business name or contact information?
Open the account menu, select the three dots (...) next to your name, and select Business Account Settings. Update the available business or contact information and save your changes.
What is the difference between Account Settings and Business Account Settings?
For the process described in this article, select Business Account Settings. This is where the business information and available work types are managed. The transcript does not specify the options available under the separate Account Settings menu.
Why aren't my changes showing?
Verify that you selected Save after making your changes. A successful update should be indicated after the settings are saved.