How to add a team member?

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?

Instructions:

1. Select Team from the main menu bar on the left-hand side
2. Click on Add a Team Member in the top right corner to get started.
3. Choose the right role when setting up a user.
4. A team member can be invited via their email or via text message.
5. It is required to assign approved locations to enable cleaning, clock-in, scheduling, and more and hit 'SAVE'. Details are found here. 
6. After adding a new user, update the status from 'INVITE PENDING' to 'INVITED' 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.

Edit/Delete/Deactivate a User

Instructions:

1. Select Team from the main menu bar on the left-hand side.
2. Click on the three-dot dropdown button to update user profile status:
   
   1. Set as Inactive: This option retains the users activity and hours logged in Swepts reporting, but the team member will no longer be able to log in. 
   2. Delete: This option will permanently remove the user profile from the Swept. 

Changing a Users Permissions

Only Administrator can change user roles (for instance, promoting a Manager to Admin or Supervisor to Manager) by editing the profile. 

Instructions:

• Select Team from the main menu bar on the left-hand side.
• Click on the User profile that you want to update.
• Click on 'Role' to open a drop-down menu where you can choose from a list of roles.
• Select the new role that you want to assign to the user and hit Save on top right.

• When changing a user’s role to Manager, a confirmation prompt will appear for your review before you proceed with saving the changes.

If you have any questions, contact our technical support team in our chat or email us at support@sweptworks.com.