How to Add or Manage Your Swell Users

Because of staffing changes or other circumstances, you may need to add or delete users in your Swell dashboard. Here's how to get that done.

When you first log into Swell, you'll see an option to select Users or Events. It's likely that you're in Events most of the time, but for this, you'll want to click on Users.

If you're in an event already, don't worry, you can still get to the same place. Look for and click on the blue Clients button at the top of the vertical (left side) menu to return to the previous screen. 

You'll see all of your users listed in the User Management screen. If you would like to add a new user, click the green plus sign in the upper right-hand corner.

Fill in the new user's first name, last name, and email address in the pop-up wizard. Create a password for them and select whether they should be users or owners. Owners can do everything a user can plus add or delete other users; clone an event; and change the payment processor associated with your account.

Your new user will receive a confirmation email from the Swell system. They must click the link in that email to confirm their account before they'll be able to log in.

Make sure you let your new user know what their password is. They can always change it later, but they'll need it to log in. Once the account is confirmed, the new user can log in using their email address and the password you set up for them.

To make changes to a current user, look for these icons inline with a user's name: . Click the trash can to delete the user (you must have owner-level permissions). Click the envelope to resend the confirmation email. And click the edit icon (pencil and paper) to change the user's name, email, address, password, or avatar.

Remember to click save in the pop-up wizard to preserve your changes.