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Inviting and Managing Staff Users

How to invite teammates to your SwiftWorks account, track invitation status, and remove users when they leave.

Overview

Your SwiftWorks account can have multiple users -- typically your dispatchers, drivers, and office staff. Each teammate gets their own login and can work in SwiftWorks without sharing your password.

Inviting a new user

  1. Click the three-dot more menu in the top header, then click Settings.

  2. Click Users in the settings menu.

  3. Click Add User.

  4. Fill in the user's details:

    • User Name -- the teammate's name (used for display in your Users list).

    • User Email -- the email the invitation will be sent to. They'll use this to log in.

  5. Click Send to send the invitation. The user receives an email with a link to set their password and sign in.

Invitation status

After you send an invite, the user appears in your Users list with one of two statuses:

  • Pending -- they've been invited but haven't accepted yet.

  • Accepted -- they've set their password and can now log in.

If a teammate didn't get the invitation email, ask them to check spam first. If it's still missing, delete and re-add them so a fresh email is sent.

Removing a user

  1. Go to Settings β†’ Users.

  2. Find the user in the list.

  3. Click the trash icon at the end of their row.

  4. Confirm the deletion.

Removing a user is permanent. They'll lose access immediately and can't sign in again. You can't remove yourself or the account owner -- only other staff users.

FAQ

Q: Do all my staff users have the same permissions?

A: Yes. SwiftWorks doesn't have per-user permission roles for service providers. Anyone you add as a user can manage customers, orders, and compliance reports. Be thoughtful about who you invite.

Q: An employee left and I removed them -- did their work disappear?

A: No. Removing a user only revokes their access. Customers, orders, and compliance reports they created remain on your account.

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