Overview of how you can invite a team member in Swept including Managers, Supervisors and Cleaners
Swept only drives successful time saving if your team is connected to your locations and their schedule.
How do I set up my Team and invite them to start using Swept?
- Select Team from the main menu bar on the left-hand side
- Click on Add a Team Member in the top right corner to get started.
- Choose the right role when setting up a user.
- A team member can be invited via their email or via a text message.
- It is required to assign approved locations to enable cleaning, clock-in, scheduling, and more and hit 'SAVE'. Details are found here.
- After adding a new user, update the status from 'INVITE PENDING' to 'INVITE SENT' by simply clicking on the three-dot dropdown button.
7. Once a new user is INVITED, they will receive an email invitation/ SMS invitation to set up their password and download the Swept app.
To add a new member on the Swept Mobile App, check out this video.
What to do if your team member forgets their password?
If your team member forgets their password, they can easily request a password reset via email or SMS. Simply click on the 'Forgot Password' option located below the Sign-In button on the Sign-In page. Password reset links can be sent to their email address or phone number.
What is the Cleaner’s role?
Field employees only need to clock in to record their hours. Cleaners have a communication-driven role, including clocking in/out, reporting issues, sharing moods, communicating with team/managers, requesting supplies, and accessing instructions and security info only on our mobile apps. If you'd like to see the Cleaner's mobile experience, you can click here.
What is the Manager's role?
Managers, created by Administrators, have varying levels of permissions based on the organization's structure. They cannot Clock In/Out from shifts.
What is the Supervisor's role?
The Supervisor role has the same capabilities as a Manager, including clocking into shifts to record hours worked, scheduling shifts, and accessing the Swept Web App based on provided permissions. For more information on permissions, please click here.
What is the Administrator's role?
The Administrator role is assigned to the person who signs up for the account.
The Administrator is the individual who oversees all company operations and is the only user who can add other Managers or Administrators. A current Administrator can submit a request to support@sweptworks.com for another Manager to be upgraded to the Administrator role.
The number of Administrator accounts is unlimited for any organization, however, it is recommended to only have as many as are required.
What can the Administrator(s) do?
- Create and invite users.
- Set permissions for managers and supervisors.
- Assign approved locations for managers, supervisors and cleaners.
- Configure account settings: cleaner support phone #, client support phone #, cleaner support email, TimeZone, country, Language and pay period.
- Create Checklist Templates
- An Administrator will receive the client's messages even if the client is not assigned to a location
Click here to learn more about Managing Swept as an Administrator.
If you have any questions, contact our technical support team in our chat or email us at support@sweptworks.com.