Managing users
Create a new user
Sweeply lets you create as many users as you like at no extra charge.
Invite teammates by going to Settings → Users, then clicking New user in the top-right corner.
Fill in the form — the only required fields are name and either phone number or email:
Name — the user's name.
Country — the country code for their phone number.
Phone number — the user's mobile number.
Email — optional, but recommended.
Role / access — choose the user's role, which controls what they can see and do (Housekeeping, Taskboard, Issues, Settings, Reports, and more). See Overview of User Roles for what each role can access.
Show booking notes — Sweeply imports notes from your PMS's bookings and shows them in Sweeply. Leave this unchecked if you don't want this user to see them.
Unit groups — which unit groups this user belongs to.
Subscribe to categories/hashtags — the user gets a push notification whenever an issue with that category is created.
Assign subscribed issues — issues with the selected categories are automatically assigned to this user.
When you save, Sweeply sends an invitation by text message to the user's phone number, with a link to download the Sweeply app. They can then sign in with their phone number.
Edit users
Edit an existing user any time by clicking their name in the list on the same page.
Delete users
To delete a user, click the trash-bin icon next to the pen icon in Settings → Users.