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SWIFT.NG TRAINING SESSION

Session 2 -Account setup

This session will show you a few important settings you need to put in place to get started.

Let's take these items one by one;

New user:

This allows you to add more than one user to your company account or branch. The following steps apply to adding a new user;

  1. Login on www.swift.ng.
  2. Click on 'Admin'.
  3. Select 'New User' from the drop down.
  4. Select the role as 'User'.
  5. Click on 'Register'.

Assign Role to Users:

After creating Users, roles should be assigned to limit user access to only the intended departments or branches in your company. The following steps apply to assigning roles to users;

  1. Login on www.swift.ng.
  2. Click on 'Admin'.
  3. Select 'Company Users' from the drop down.
  4. Click on  ' Assign Role To Users'.
  5. Select the User and the Role.
  6. Click on 'Create'.

New Branch:

If your company has more then one branch, you can add the other branches also. The following steps apply to creating or adding new branches;

  1. Logon to www.swift.ng.
  2. Click on 'Admin'.
  3. Click on 'New Branch' from the drop down.
  4. Fill all fields appropriately and click 'Add'.

Add Users to Branches:

When you have more than one branch, it is important to add your staff to their appropriate branches to give them the right access. The following steps apply to adding users to branches;

  1. Logon to www.swift.ng.
  2. Click on 'Admin'.
  3. Click on 'All Branches' from the drop down.
  4. Search for the branch and click on 'Add New User'.
  5. Select the user and click on 'Create'

Delete Branch:

This action allows you to delete a branch you have already created. The following steps apply to deleting a branch;

  1. Logon to www.swift.ng.
  2. Click on 'Admin'.
  3. Click on 'All Branches' from the drop down.
  4. Search for the Branch you want to Delete and click  'Delete'.
  5. Confirm action by clicking 'Delete'.

Edit Branch:

This action allows you to make changes to a branch you have already created. The following steps apply to editing a branch;

  1. Logon to www.swift.ng.
  2. Click on 'Admin'.
  3. Click on 'All Branches' from the drop down.
  4. Search for the Branch you want to Edit and click  'Edit'.
  5. Make desired changes and click 'Save'.

Allow Access After Working Hours:

This action enables you to allow access after working hours to staff. The following steps apply to giving a staff access after working hours;

  1. Logon to www.swift.ng.
  2. Click on 'Admin'.
  3. Click on 'All Branches' from the drop down.
  4. Search for the staff branch and click on 'Details'.
  5. Search for the staff and 'Enable' to give him/her access after working hours.

Change Password:

You can change your password to another one when you wish to. The following step apply to changing of password;

  1. Logon to www.swift.ng.
  2. Click on your user name at the top right corner of the page.
  3. Click on 'Change Password'.
  4. Enter your current password, the new password and confirm the password then click change password.

Note: If you create a new user without assigning a role to he/she can be able to login but cannot be able to access the modules of the software. All users must first be assigned the role 'Users' when registering the User.


Activity

-Add two users and Braches to your company and assign each user to a branch. -Assign roles to users

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