Create and Manage Swiftly Dashboard Accounts
**Swiftly Tools:**\ Account Dashboard **Useful for:** Anyone who manages the Swiftly user accounts for your agency **Use this workflow when:**\ Creating, editing or removing users from the Swiftly Dashboard. **Before starting you will need:**\ **-** User names, emails, roles
Navigate to your agency's Swiftly Account Dashboard
1
**Navigate to your agency's Swiftly Account Dashboard.** \ *If you don't know where to find this file, you can reach out to your Account Manager or Support to get access.* The first Tab, "How to use this Sheet," is a detailed walk through of how to use the document.
2
Select the **Accounts** tab at the bottom to begin creating/managing user accounts
Adding New Users
**Some parts of the Swiftly Account Sheet provide more information when you hover over the cell.** Use this feature to understand more about the differences between account permissions.
3
Enter each user's **email** and **name** into the **User Information** section.
4
Select from the dropdown the user's **role** within the agency.
5
All users will receive access to the **Main Dashboard.** Some agencies have multiple dashboards that some users will need access to. \ Examples include: Bus, Streetcar, Rail, Sandbox\*\ \ \*Note: Any user who will be entering **Service Adjustments** should have access to a **Sandbox** environment
Permissions for Viewing
6
**Permissions for Viewing:**\ Check **all** of the different modules that each individual should have access to **based on their roles and responsibilities**. (You will only see the modules you have listed in your account dashboard.) \ \ Note: ALL users should have access to view Live Operations. \ --If your agency has Service Adjustments and Rider Alerts we recommend that all users have permissions for viewing these for improved internal communication and alignment.
Permissions for Managing
7
**Permissions for Managing:**\ Check **all** of the different tasks that each individual should have access to **based on their roles and responsibilities**. These users will create and manage these functionalities that will impact the entire system so it is important to update these as job functions or data changes.
Account Status
8
Select from the dropdown identify the task requested: **Account Creation, Change Requested or Request Removal** (only). This helps the support team quickly and easily see what changes are needing to be made within the account dashboard.
9
**Within 1 business day** the Support Team at Swiftly will make the requested updates to the accounts dashboard. Once complete, the **Account Status** will be changed to **Account Created, Account Update, or Account Removed** to inform you that it has been completed.
Create and Manage Swiftly Dashboard Accounts
**Swiftly Tools:**\ Account Dashboard **Useful for:** Anyone who manages the Swiftly user accounts for your agency **Use this workflow when:**\ Creating, editing or removing users from the Swiftly Dashboard. **Before starting you will need:**\ **-** User names, emails, roles
Navigate to your agency's Swiftly Account Dashboard
1
**Navigate to your agency's Swiftly Account Dashboard.** \ *If you don't know where to find this file, you can reach out to your Account Manager or Support to get access.* The first Tab, "How to use this Sheet," is a detailed walk through of how to use the document.
2
Select the **Accounts** tab at the bottom to begin creating/managing user accounts
Adding New Users
**Some parts of the Swiftly Account Sheet provide more information when you hover over the cell.** Use this feature to understand more about the differences between account permissions.
3
Enter each user's **email** and **name** into the **User Information** section.
4
Select from the dropdown the user's **role** within the agency.
5
All users will receive access to the **Main Dashboard.** Some agencies have multiple dashboards that some users will need access to. \ Examples include: Bus, Streetcar, Rail, Sandbox\*\ \ \*Note: Any user who will be entering **Service Adjustments** should have access to a **Sandbox** environment
Permissions for Viewing
6
**Permissions for Viewing:**\ Check **all** of the different modules that each individual should have access to **based on their roles and responsibilities**. (You will only see the modules you have listed in your account dashboard.) \ \ Note: ALL users should have access to view Live Operations. \ --If your agency has Service Adjustments and Rider Alerts we recommend that all users have permissions for viewing these for improved internal communication and alignment.
Permissions for Managing
7
**Permissions for Managing:**\ Check **all** of the different tasks that each individual should have access to **based on their roles and responsibilities**. These users will create and manage these functionalities that will impact the entire system so it is important to update these as job functions or data changes.
Account Status
8
Select from the dropdown identify the task requested: **Account Creation, Change Requested or Request Removal** (only). This helps the support team quickly and easily see what changes are needing to be made within the account dashboard.
9
**Within 1 business day** the Support Team at Swiftly will make the requested updates to the accounts dashboard. Once complete, the **Account Status** will be changed to **Account Created, Account Update, or Account Removed** to inform you that it has been completed.
