Adding a New User to Swap

  • Updated

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

 


 

Adding a New User

1. Click "Users"

Click 'Users'

2. Click "Add user"

Click 'Add user'

3. Add the "First Name"

Add the 'First Name'

4. Fill in their first name

Fill in their first name

5. Add the "Last Name"

Add the 'Last Name'

6. Fill their last name

Fill their last name

7. Add the "Email"

Add the 'Email'

8. Fill in their email address

Fill in their email address

9. Click here to select a role

Click here to select a role

10. Click create user

Click create user

11. The user will receive an email on the provided email address to set a password.

The user will receive an email on the provided email address to set a password.

 


 

Different User Roles

Swap has different roles you can assign a user: Admin, Manager, and Member.

  • Admin
    • Master admin with access to all features
    • Can add all user types, can delete all users
  • Manager
    • Acces to all features except analytics
    • Can add and delete member users
  • Member (ex: customer service rep)
    • Can view returns
    • Can not add nor delete users

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