Adding Staff & Onboarding

Your go-to lesson for managing your staff/users of your Sway system

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Course Lessons

Enterprise Introduction

Enterprise Introduction

1:46
Adding Staff & Onboarding

Adding Staff & Onboarding

3:50
Billing & Profile Allocation

Billing & Profile Allocation

1:36
Enterprise Tools & Features

Enterprise Tools & Features

3:14
Customer Support

Customer Support

1:08

Lesson Notes

Adding new staff to the Enterprise or Child Orgs on the Enterprise Dashboard can only be done by an Enterprise System Admin. 

Here is a breakdown of User Access Types:

  1. Enterprise System Admin - Access to Enterprise Dashboard and Enterprise tools
    1. Can see all Child Orgs that fall under Enterprise including Groups and Profiles
  2. Child Org System Admin - Has full access to specific Child Org. 
    1. Can create custom protocols
    2. Add and Edit Groups
    3. Access to all profiles
    4. Can add other System Admin and Users
  3. Child Org User - given certain access by System Admin of Child Org
    1. Can see any profiles that fall under Child Org groups that were added to Access level.
    2. Can create codes and view results of those specific groups.

If a staff member of a Child Org from your Enterprise is having issues with seeing their full Sway Organization, this may be because they are currently added as a User and not a System Admin.Adding staff can also be done in each of the Child Orgs by the System Admin of those Child Orgs. To see step-by-step instructions for this feature, go to our Help Center article: How to Add User/System Admin.

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3:50
Lesson
Billing & Profile Allocation
Learn how to view your profile usage and invoices