Purpose Statement
The Account Settings feature in the Business Portal allows service providers to configure notification preferences for ITM submissions and overall business activity. These settings help users stay informed about submission updates, AHJ actions, and system status changes.
By customizing notifications, users can ensure they receive timely updates about submission approvals, rejections, and other important system events, improving response times and operational awareness.
Background Information
Service providers submitting Inspection, Testing, and Maintenance (ITM) reports through the Business Portal often manage multiple submissions and interactions with Authorities Having Jurisdiction (AHJs).
The Account Settings section allows users to control when they receive notifications related to:
ITM submissions they are directly involved in
Updates made by the AHJ
System status changes
Activity occurring across their entire business account
These settings can be adjusted to support both individual contributors monitoring their own submissions and managers overseeing all submissions within their organization.
Before configuring notification settings, users must have access to the Business Portal and be associated with a registered service provider account.
Required Permissions
Users must have the following permissions to configure account notification settings:
Business Portal user access
Assigned user account within a service provider organization
Permission to manage personal account settings
Administrative privileges are not typically required unless managing broader business-level configurations.
Video
Step-by-Step Guide
1. Sign In to the Business Portal
Navigate to the Business Portal login page.
Enter your login credentials.
Click Sign In.
After logging in, you will be directed to the ITM Submissions grid, where all current submissions associated with your account are displayed.
2. Access User Settings
Locate the First Due logo in the top navigation.
Click the logo to open the menu.
Scroll to the bottom of the menu where your user profile appears.
3. Open Account Settings
Find your user name listed under the business account.
Click the three-dot menu (⋯) next to your name.
Select Account Settings.
Note:
Business Account Settings controls information related to the organization profile, while Account Settings controls notification preferences for the user.
4. Configure Notification Preferences
Within the Account Settings panel, select the notifications you want to receive.
Available options include:
Submission Received by AHJ
Receive a notification when the Authority Having Jurisdiction receives your ITM submission.Submission Rejected by AHJ
Receive a notification when the AHJ rejects a submission.System Status Updates
Receive notifications about system updates or issue resolutions.AHJ Changes
Receive notifications when the AHJ makes updates or modifications to submissions.
5. Enable Organization-Wide Notifications (Optional)
If you manage submissions for your organization, you can choose to receive notifications for all activity under your business account.
Select the relevant options to receive updates not only for your submissions but for all submissions associated with your organization.
6. Save Your Settings
Click the Save button located on the right side of the settings panel.
Confirm that your settings have been successfully saved.
Your notification preferences will now determine which system updates you receive.
Best Practices
Enable rejection notifications to quickly address issues identified by the AHJ.
Supervisors or managers should enable organization-wide notifications to maintain visibility across all submissions.
Regularly review notification settings to ensure they align with your role and responsibilities.
Always click Save after making changes to ensure updates take effect.
Troubleshooting & FAQs
Q: I updated my notifications but I'm not receiving alerts.
A: Ensure that you clicked Save after making changes in the Account Settings panel.
Q: What is the difference between Business Account Settings and Account Settings?
Business Account Settings manage information related to the service provider organization.
Account Settings manage notification preferences for an individual user.
Q: Can I receive notifications for submissions I did not create?
A: Yes. If enabled, users can receive notifications for all activity occurring under their business account, depending on their notification selections.
Q: Who should enable organization-wide notifications?
A: This option is best suited for managers, supervisors, or administrators who oversee multiple submissions within their organization.