How to invite users and how to assign the right roles

If you're the owner or an admin of your Swydo team, you'll have the ability to manage users in your team. One of the capabilities is inviting new users.

If you want to invite others to also work in your team in Swydo, click on Users in the left-hand menu. Now, click on the invite new users button.

A popup with the following fields will appear:

Once you've set up these settings, click Invite user. The user will then be listed as Pending user until they click the activation link in the invitation email they receive.

How to re-active users to your team

It could be that at some point you want to give deactivated user access again, you can reactivate the user. For this type of action, the admin or owner rights are required.

First, go to Users on the left-hand menu. Find and click on the user in the deactivated user's list. There you can restore access by clicking on the Activate user button.

How to change a role of a user

If you are an Admin or the owner of the Swydo Team, you have the ability to change the roles of the users. In this article, we will teach you how to change those roles.

1. First, go to Users on the left-hand menu.

2. Search for the user and click on it.

3. Click the blue Change role button.

A popup will show where you can choose which role you want to give to the user:

Remove users who don't access anymore

As an admin or team owner, you have the ability to remove a user from the team.

To do this go to "Settings" on the right side panel, then head to "Team Members".

Then on the three little dots, click to revoke or edit permissions:

A popup will open, asking you to confirm that you really want to revoke the user's access. If you're not sure, you can still choose to cancel here.

You can also change the level of access a user has in Swydo. These are the following:

💡 Remember, the seats in Swydo are unlimited, so you can add or remove users in the account to your liking.

How to transfer the ownership to another user

When the team needs a new owner, it is possible to transfer the ownership. The current owner is the only one who can transfer the ownership.

To transfer the ownership to another team member, go to the Settings page on the left side panel, then directly to "Team Ownership":

On this page, click on "transfer ownership" and at the dropdown to select an active user. Once you've selected someone, type Transfer.

That's all. If you need to make any other changes, you can ask the new owner to help.

Do you need help after reading this article?
Please explore our help center further or reach out to our support team through the bubble chat or at support@swydo.com. You can also schedule a demo to get an answer to all your questions.

Happy reporting,
-The Swydo team