Support Centre - Create new user

Swift Cloud ERP >> Admin >> New User

Navigation: Admin - New User

This helps to create new users that can use this software. You need to enter the user's email, password, phone number and role. After creating a user, you will need to do three things;

1. Add the user to the roles (Admin - Company Users + Add Users to Role)

2. Add User to branch(es) if you have multiple branches

3. Update the user's full details in HR + Team.

More about users below.

Please note the relationship between user and team/staff.

1. User; Has access and can log into the software to work.

2. Team/Staff; with records in the team module bust must not necessarily have access to the software.

3. When you create a user, the system automatically adds the fellow's details into team/staff as John Doe. You are expected to go to team and edit the information, fill all other relevant data and save.

4. When adding a user, If the email you use is found in the team/staff record, the system doesn't recreate this user. It just associates that team member with that user.

5. If for whatever reason, a user's display name is different from the record in team/staff, this means that the user has two or more records in team with the same email address. To fix this, search out that email address in team and disable all the others users leaving only the one you want to change the email address to another one as the link between users and team is the email address.

Related resources

Back to Support Centre Home |

Swift Cloud ERP >> Admin >> New User