Create invoice in 10 seconds with Swipe

Create your Invoices, Purchases & Quotations in less than 10 seconds. Share on WhatsApp and get paid faster!

Google App Store Button

App store download button

New

Published on:

September 25, 2023

By

Harshini

Blog |

Biz with Swipe

|

Product FAQs

How to assign roles on the web

How to assign roles on the web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard, and select the “All Users/ Roles” option from the menu.

Step 2: Select “Roles and Permissions”.

Now, select “Roles and permissions” from the navigation bar on the top.

Step 3: Click on “+Add Role”.

A new form appears. Now, enter the role name and switch on the toggle bar beside the permissions you would like to give access to for the specific role.

Note: You can always add or edit the permissions later.

Step 4: Click on “Add Role”.

Now, click on the “Add Role” button present at the top right corner of the screen.

Step 5: Go to “All Users”.

Now, select “All users” from the navigation bar and click on “+Add New User”.

A new form appears. Here, fill in the necessary details, like name, email, and mobile.

Note: You can always add or edit the details later.

Now, click on the box below the role and add the role you added earlier.

Step 6: Click on “Add user”.

Now, click on the “Add user” button at the top right corner of the screen to add the user.

Note: You have successfully added a new user. You can follow the same procedure to add multiple users and assign new roles.

Featured Posts

How to generate a barcode for the product on Web

How to create a pro forma invoice on the web

Business Insurance: Types, Benefits, and Choosing Coverage

List of Best Paint Companies in India

Swipe a GST Billing Software: A Breakthrough for SMEs

How to cancel an e-Invoice on Web

How to add an expense category on the web

How to add an image to a product on Web

Customer testimonials 10

Sign Up for Free >