Inviting New Users to Your Dashobard

Learn how to invite team members and clients to collaborate on your projects effectively.

Inviting new users to collaborate on your Swyft account through Velocity is a straightforward process. Whether you're adding team members, contractors, or clients, this guide will walk you through the steps to get them onboarded quickly.

Mockup illustration of collaboration analytics.

Why Add Users to Your Swyft Account?

With Velocty, Swyft’s powerful software suite, you can streamline your security's collaboration by providing your team or stakeholders access to your workflows, dashboards, and tools. Adding users enables:

  • Enhanced Collaboration: Share insights and responsibilities with team members.
  • Role-Based Permissions: Ensure users see only the data they need.
  • Increased Productivity: Bring everyone onto the same platform for seamless communication.

Step 1: Log In to Velocty

  1. Navigate to the Velocty login page.
  2. Enter your Swyft credentials and click Sign In.
  3. Once logged in, you'll be directed to your Velocty dashboard.

Step 2: Access the User Management Panel

  1. In the top-right corner, click your profile icon to open the dropdown menu.
  2. Select Account Settings.
  3. Navigate to the User Management tab from the settings menu.

Step 3: Invite a New User

  1. In the User Management panel, click the Invite User button.
  2. Fill out the invite form:
    • Name: Enter the user's full name.
    • Email: Provide the user's email address.
    • Role: Choose the appropriate role (e.g., Admin, Editor, Viewer).
    • Permissions: Select specific access levels for the user (optional).
  3. Click Send Invite to generate an invitation email.

Step 4: User Acceptance

  1. The invited user will receive an email containing a unique invitation link.
  2. Upon clicking the link, they’ll be prompted to create a Velocty account or log in if they already have one.
  3. Once completed, the user will be added to your Swyft account automatically.