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 using their phone number 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, simply clicking on the three-dot menu and click send invite. 
   
   
   

Team Dashboard

All team members that you have added can be viewed under the 'Team' section. To access this, click on 'Team' in the left navigation menu. Each user will have one of five possible statuses:

• Active User: The user has successfully registered and accessed their account.
• Invited: The user has received an invitation email but has not yet logged into their account.
• Invite Pending: You have added the user, but they have not yet received an invitation to join. To complete the process, you need to send them an invitation. Simply click on the three-dot menu and select the option to send the invite.
• Inactive: The user account has been deactivated, preventing them from logging in.
• Delete: The user account is deleted and cannot be reactivated.

NOTE: For users experiencing issues with setting or resetting their passwords, please review their account status to determine the necessary steps to resolve the problem.

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. Here is an example of what the invitation email or SMS will look like.

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 the 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. 

1. 1. 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.