Allow Access to your Organisation / Merchant Account
Determine which level of access you want each team member to have, then simply invite them via email to sign up!
User Roles & Privileges
Manager: Has full access to the platform and has complete control over organization including permission to maintain users, teams and merchants.
- Managers can view, edit, and configure the Fleets Dashboard across all of the organisation's drivers and merchants
- Manager can view, download, and analyze Organisational Reports
- Managers can configure Organisation / Global Merchant Settings
- Add an Organisation Manager:
- STEP 1
- Click on the Menu icon (𝝣) and then click the Manage link
- STEP 2
- Click on the Users and then click the Invite link
- STEP 3
- Select the user role, add their email and then click Invite
- STEP 1
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Merchant Manager ("User"): Can manage specific merchants or teams. You can add and assign these managers to teams from the team management section.
- Fleet View for Merchant Managers: they will only be able to see and access the Merchant(s) / Team(s) and corresponding Fleet(s) that their Merchant(s) is associated with
- STEP 1
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- Navigate to that merchant you want to add the User to by clicking on the Menu icon (𝝣) and then click the Users
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- STEP 2
- Invite a new user (dispatcher) by sending them an email invite
- The user will receive an invite email. They will need to follow the instructions in the email to join your GetSwift account
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Analyst: Has read-only access to view reporting data for the entire organization.