Setup and Manage Clients

Learn how to add, edit and delete clients along with importing clients data to Swept

Keep your clients up-to-date and informed by adding them to Swept! Clients have access to some Swept features that you can take advantage of by increasing your engagement with them. Clients have access through:

Swept Mobile App: Within the mobile app, clients have access to their client channel for messaging.

Swept Client Portal: Within the client portal, clients have access to messaging and viewing inspections through their computer browser.

Who Can Add Clients?

Admins and managers are able to add clients to Swept through the web app and Swept+ mobile app. 

Add and Invite a Client

To add a client in Swept, you must sign in to the Swept Web App. Once you are logged in, please follow the instructions below:

• In the left-hand menu, click Clients. All clients will be shown on this page.
• Click the green +Add Client button on the right.
• On the Add New Client screen, add the required details.
• Click the blue “Save” button.
• After adding a new user, update the status from 'INVITE PENDING' to 'INVITED' by simply clicking on the three-dot dropdown button.

• Once a new user is INVITED, they will receive an email invitation to set up their password and download the Swept app. Like this:

Assign a Client to a Location

• To assign a client to a location, choose Locations from the left-hand menu.
  Click on the three dots to the right of the location you would like to add clients to and choose Clients.
• Under the Assigned column, check the client(s) that should be approved to this location.
• This automatically saves.

Edit a Client

• ​To edit a client, choose Clients from the left-hand menu.
• Click on the green pencil to the right of the client you would like to update. 
• Click the green pencil icon, and you will see your client information appear to be edited.
• Click the blue Save button at the bottom to save.

Make a Client Inactive

You can make a client inactive if you plan to have them use Swept again in the future. Their client channel will be deactivated once they are updated to inactive.

• To make a client inactive, choose Clients from the left-hand menu.
• Click Active on the line with the client you would like to change to inactive.
• Their status will change to inactive.

Delete a Client

• ​To permanently delete a client, choose Clients from the left-hand menu.
• Click on the red x to the right of the client you would like to delete.
• A pop-up will appear asking if you are sure you would like to delete them, as it will delete all related information. If unsure, click Cancel. If positive, you would like to delete the client. Click Ok.