Roles and users
Invite team members to your Swikly account and assign them roles without sharing credentials
Invite Users to my Swikly account
To invite someone to access your Swikly account without sharing your email address and password, you have the option to invite people using the "Users" function.
To do this,
Click on Organization in the menu on the left
Go to the Users tab
Click the blue Invit a User button in the top right corner
Enter the email address of the person you want to invite
Select the role you want to assign to them
Click the green Invite button
The person will receive an email inviting them to log in to your Swikly account. They can then create their own password to access the account at any time.
User Role Management
Defining roles allows you to customize the access levels to your Swikly account. You can grant full permissions or restricted access to specific features for each user.
When inviting a user, you can choose from two default roles:
The "User" role gives access to basic functionalities such as requesting, releasing or claiming a deposit, creating a permalink, etc.
The "Manager" role provides access to all of Swikly's features, except the ability to invite new users to the account
By clicking Edit, you can see all the features accessible for the role, and edit them.
Create custom roles
You can create custom roles based on your needs. For example, you can define an "Accounting" role that only has access to billing-related items, a "Trainee" role that can only create requests and claim deposits without being able to view or modify account information or payment methods, and many other configurations tailored to your needs and teams.