Initially, you are assigned one login to the Swifteq Automation app. If required, you can invite additional users by selecting the Invite Users option from the Profile button.
Note: The Invite Users option is only available for users with the Swifteq Role of Owner. The user that was created for you initially by Swifteq will have been set as an Owner. When you invite additional users, you can set any of these additional users as an Owner.
This article covers how to invite additional users for the following Swifteq apps:
- Articles PDF Export
- Merge Duplicate Tickets
- Ticket Parser Autofill
- Auto Remove Attachments
- Triggers+ChatGPT
The examples in this help show the Merge Duplicate Tickets app. When inviting additional users for the other apps, the naming on the screens will show as the relevant app.
In this Article
Inviting Users
Editing a User's Role or Removing a User's Access to the App
Inviting Users
- Click the Profile button in the top right-hand corner and select Invite Users.
The Invite Users screen displays. This shows the email of the user created initially as the "Principal Owner".
- Enter the email address of the user you want to send the invite to.
- Select the Swifteq Role for the user.
When a user is set with the Swifteq Role of Owner, the user can invite other users.
When a user is set with the Swifteq Role of Contributor, the user can not invite other users.
The Role is set by default as a Contributor.
If the user being invited is an Owner, select "Owner" in the drop-down.
- Click Invite team members.
The invited user's email displays and you can invite additional users.
- The user is added to your app and an email is sent to the user. The following is an example of the email.
The invited user can activate their account and select a password from the link that is included in the email.
Editing a User's Role or Removing a User's Access to the App
To change the user's role, or to remove a user's access to the app:
- Redisplay the Invite Users option from the Profile button.
This displays all the users you have invited.
- Click the vertical ellipsis next to the user you want to edit or remove and click Edit or Remove.
When editing, you can select the Role.
If you select Remove, the removed user will no longer have access to the app.