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How to add and edit users
How to add and edit users

How to add a new user or update an existing one

Aron Washer avatar
Written by Aron Washer
Updated over a week ago

Adding a user:

You need to be on the grow plan and have a subscription for each user. You first may need to add another user to your subscription or upgrade to the growth plan. If so, go to your settings, then subscription settings, and tap on Manage subscription. Add as many as needed.

  1. Go to the Users tab and click "Add User +"

  2. Fill in all the fields (email, Full name, and password) and Hit Save

  3. Your new user should be added and appear under your user's list

If you get an error message that says "User with current email already exists.", please get in touch with us. You can:

πŸ“§ email us at support@swfy.co.uk
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πŸ“ž call us on 020 7129 7058
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πŸ’» message us through the software itself

Updating a User's details on the Website:

  1. Go to the Users tab and click on the engineer you wish to edit

  2. After selecting the edit option make any changes to the user's email, name, and Roles then click save

  3. Users can also be deactivated from this page
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Updating a user's details on the app:

  1. Log into the app as the user whose details you want to update

  2. Go to settings, here you will be able to update the user signature, password , license numbers and full name

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