Creating a New User in Swil Unify

Creating a New User in Swil Unify

Step-by-Step Guide: Creating a User in Swil Unify


Create New User in Swil Unify is a tool for admins to add new people to Swil Unify. They fill in user details, set permissions, and possibly send notifications. It's important for smoothly bringing new users into the Swil Unify system.

Open the Swil Unify on your system to initiate the process:

  • You can access the login screen here.

  • Enter your registered email address in the provided field.

  • Input your password in the password field.

  • Now, click on the "Login" option.

Reference Image:
  • Upon logging in, you will be directed to the Dashboard screen.
  • Look for the Users feature and click on it.
Reference Image:

  • Here, you will find a list of all previously created users.

  • To add a new user, select the Create User option.

Reference Image:

  • Enter the customer's email address and select a role (MANAGER, PURCHASE, SALES, REPORT)  from the dropdown menu.

Reference Image:

  • Then, click 'Send Email' to initiate the verification process.

  • Now, check your email inbox for further instructions to verify your account.

Reference Image:

MR Users:

  1. These are the MR-users to whom this company is sharing their reports. Here, you can continue or discontinue, and you can also replace a user to share reports.
Reference Image:

      • Related Articles

      • Integrate Swil Unify with SwilERP

        How to Integrate Swil Unify with SwilERP Swil Unify is a platform that facilitates secure and easy sharing of transactions between businesses. It allows you to upload your transactions and easily share and receive them. Swil Unify retrieves ...

      • Create New User

        How to Create New User in SwilERP Software SwilERP has the ability to create multiple users with varying levels of access and permissions. With this option, you can create Multiple Users and give the rights that apply for Sales & Purchase ...

      • Received Transactions in Swil Unify

        How to Receive Transactions With Swil Unify Receiving Transactions with Swil Unify With Swil Unify, users can conveniently receive transactions shared by the SwilERP System. Here are the transactions you can receive: Purchase Invoices Sales Orders ...

      • Mails Features In Swil Unify

        Uses of Mails Features In Swil Unify Swil Unify offers a comprehensive Mail feature that is accessible to all Swil Unify users, even those who do not use the SwilERP software. Here’s how to get started and make the most of the Mail features in Swil ...

      • Sent Transactions With Swil Unify

        Effortless Transaction Sending with Swil Unify With Swil Unify, users can conveniently send transactions shared by the SwilERP System. Here are the transactions you can send: Sales Invoice Purchase Order Sales Challan Purchase Return Note: When you ...