Managing Users

Last updated 9 days ago

Introduction

Building Swell provides a straightforward process for inviting, editing, deactivating, and reactivating users. This guide will walk you through the steps to effectively manage your organization's members from the Settings area..

Step-by-Step Guide

  1. Click the Settings icon (gear icon) in the left sidebar.

  2. In the Settings submenu, click 'Users'.

Inviting a New User

  1. Click the 'Invite' button at the top right corner of the screen.
  2. Enter the user's email and select their role from the dropdown. A standard setup has Admin, Design, PM, Shop Manager, and Shop Team. Roles are configured per organization, so your list may differ from this one.

    [SCREENSHOT PLACEHOLDER: the Invite panel with the Role dropdown open]

  3. Click 'Send'.

Resending an Invitation

  1. Find the user with a 'Pending' status.
  2. Click the 'Resend' button that appears next to their status.

Deactivating a User

  1. Locate the user you wish to deactivate.
  2. Click the three-dot menu (⋮) in the Actions column and select 'Deactivate'.
  3. Confirm the deactivation.

Editing a User

  1. Locate the desired user in the Users list.
  2. Click the three-dot menu (⋮) in the Actions column and select 'Edit User'.
  3. In the Edit User panel, you can update the user's Name, Email, Role, and optionally link a Crew Member. Click 'Save' when done.

Tips & Tricks

  1. Ensure that users are assigned the correct roles to prevent unintended access or restrictions.
  2. Regularly review and update the users list to maintain an organized system.

FAQ

Can I reactivate a deactivated user?

Yes. Click the three-dot menu (⋮) on the deactivated user and select 'Activate' to reactivate them.

Conclusion

Adding and managing users in Building Swell is a breeze with the right steps. Regular maintenance ensures that your organization's members have the appropriate access and roles for optimal productivity.

Video walkthrough

Managing Users