Access the user management page at Admin → Users

User management is separate for each workspace. So when you create a new workspace, you will need to add existing users as well as new ones.

Roles

Users can be assigned one or more roles (columns). This is is what they allow users to see/do in the app (rows):

Open Invite Links

Creating a link

These are links that can be used by anyone to gain access this workspace (they can even be forwarded on). They are good for when you don't have everyone's email (e.g. in a workshop). You can disable them at any time, and if the data is sensitive you should try and remember to do this after.

• Invite Name should be something to remember what the invite was for.
• Default roles these are the roles that new users will get in this workspace when using the invite link
• Expires the date the link will no longer be valid. To keep the workspace secure, open invite links should be disabled/expired after they are no longer in use
• Anon sign-up when enabled, the link will open immediately without needing any email or verification. Anonymous users will need to sign in (will prompt for email and then verification) to ensure they can continue with their forecasts/comments later on, or on another device.

Once created, the invite link is listed below.

• Update the name & roles at any time.
• customize the link you share with a question ().

Sharing with new users

Open invite links are the easiest way to allow access to users when you don’t have a list of their emails in advance. It is less secure, so please only use if you don’t have emails.

Join code

This is good for users without access to a phone or don’t like QR codes. Go to join.swiftcentre.org and enter the code. Links to a question will have this code displayed on that questions results page.

Copy Link

Copy a link to the clipboard to paste in an email or wherever you want.

QR Code

This is a QR code representation of the invite link. Use the right click menu on the QR code to save or copy to then use in a PowerPoint or wherever you want.

note: if you change options, the link will change so make sure to update the QR code if you edit the link.

Admin → Users → Open Invite Links

Open invite that links to a question is displayed on that questions results

Email invites

Invite users with via email. This is more secure than invite links and doesn't require a separate email verification step for the invited user.

• enter their email(s) and select their role(s)
• if you are an admin, you will see autocomplete options for users from other workspaces you administer. Type in a workspace or user name or email to search.

Click invite User

• For existing users, they will need to refresh their browser if they are already in it to see the new workspace
• The invite is valid for 14 days. After which you will need to send a new one, or they will need to request access after signing up.
• If the invite expires, or they can’t find it, click the overflow menu → Resend
• If you change your mind about an invite, you can click the overflow menu → Cancel

Once they have logged in

• the entry will move from the Invites list to the Users list below
• In this list, change their roles (it will automatically save)
• edit their roles or remove them

Invites are shown in a list until the user has signed-in or you cancel them

Existing users will receive an email when added to a new workspace

New users see an email like this

Access Requests

Requesting

Requests from people who open a link within a workspace (e.g. a question) and they don’t have permission to it. This can be a user who hasn’t used Swift before, or something with access to another workspace but not this one.

The access request will appear in this list, and the workspace owner will receive a notification.

Responding to requests

All admins can view and respond to access requests.

• Ignore the request (it will be hidden from this list)
• Add… - choose the role to give the user. The requester will be immediately allowed into the workspace

People see this page when they are linked to a workspace they don’t have access to

Admins of the workspace can manage responses to access requests

Common issues

• It can take up to 5 minutes or so for the invite email to be received

Users