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Roles and settings

An organization currently has one owner login. The owner can work with tests, filings and settings; team access is not available yet.

Maintained by Psid. Contact support about this guide.

Who can sign in today

Owner
Sets up the organization and works with records, tests and filings. May record a credential override with a reason and evidence reference.
Separate tester and office accounts
Not available. Invitations, additional seats and self-service role changes are not built. Solo does not add them.

Settings you can maintain

Profile
Your printed name, typed signature, test category and testing method.
Certifications
Certification number, certifying body, state, issue and expiry dates.
Gauges
Gauge make, model, serial and calibration dates; select a default gauge.
Organization
The owner can update company details and timezone.

Existing reports

A filing keeps a frozen snapshot. Editing current customer, tester or gauge details does not rewrite an existing filing PDF. Review the packet before you submit it; if you need to correct an already submitted report, follow the utility’s process and contact Psid support about the saved record.

Team invitations and self-service role changes are not built. The member list is not an invitation form.

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