Adding a New User to Swap

To give others access to your Swap Dashboard, you can add them as a user.

1. In the Swap Dashboard, on the left, click on ‘Users.’

   

2. On the top right-hand side of your screen, you will see a button “Add User.” Click on it to open the pop-up.

   

3. Here, you will enter the user's email address and name and assign them a role

   

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Different User Roles

Swap has four roles you can assign a user: Admin, Manager Member, Viewer.

• Admin
  • Master admin with access to all features
  • Can add all user types, can delete all users
• Manager
  • Access to everything except invoicing + funding tabs
  • Can only add member users, can delete member users
• Member (ex: customer service rep)
  • Only access to the “returns” tab
  • Cannot add any users, cannot delete any users
• Viewer
  • Only access to the view the dashboard but not take any action