How do we add a new user to the Swiftly Dashboard?

Adding new user accounts to the Swiftly Dashboard is quite simple.

The primary method of creating new accounts is through the use of an accounts sheet, which is a Google Sheets document that allows you to view all current user accounts for your agency and request new ones. This sheet is managed by someone at your agency; please use your agency's internal support methods to request new accounts. 

If you're having trouble finding this accounts sheet, you can also email the Swiftly team to get more information: [e-mail].

 

Account Sheets

Most likely, your agency uses an accounts sheet to track their Swiftly Dashboard user accounts. This accounts sheet is shared between Swiftly and your agency and is maintained and updated by Swiftly's main point of contact at your agency. If you or a member of your team needs to be added to the account sheet, please use your agency's internal support methods to request a new account. They will then add you or your teammate to the sheet, which will automatically alert the Swiftly Team to set up the new user account. 

If you are unsure whether your agency uses an account sheet, please email your point of contact at your agency or email [e-mail].