How to add a new salesman in Swipe?

[Jia]

You can add your salesman as a NEW USER and assign him “SALESMSN” ROLE with desired permissions.

To create a new role and assign it to the user, please check the article linked below.

How to create a new role and assign to a user?

To create a new role and assign to a user, please follow the below mentioned steps: Step 1: Go to “Invite users”. [image] Step 2: Click on “Roles and Permissions” >> Click on “+ Add New Role”. [image] Step 3: Click on “Start from Scratch” Option >> Add new “role name” >> Add details of role in “description” >> click on “continue”. [image] Step 4: Add necessary “Permissions” >> Click on “Save role”. [image] Step 5: Go to “All users” >> click on “+Add User”. [image] Step 6: Add “Us…