Adding a User or Staff Member
You can create individual user accounts in Swim to help manage access and track activity. Follow the steps below to add a new user or staff member.
Create a User Account
- Go to Utilities > User > Add User.
- Enter a name for the user that they will be recognised by in the system. e.g. First Name.
- Set a password that the user will use each time they log in to Swim.
User Activity Tracking
Each time a user logs in with their password, Swim records their actions. This makes it easy to see which staff member:
- Performed a sale or refund
- Made a payment on an existing sale
- Viewed or edited a stock item
Assigning Permissions
When creating a user, you can assign them to a User Group. User groups control which areas of Swim a user can or cannot access. This is useful for limiting permissions for certain staff.
Default Access Setting
When Swim is first set up, the Users feature is disabled. This means all features of the system are accessible without entering a user password. To enable individual user accounts and permissions:
- Go to the Utilities menu (hover your mouse over the three lines to the right of Reports at the top of the screen).
- Select Users.
- Change the Global Password Access setting to No.
- Save your changes.
- Click the Swim logo in the top left corner.
Note: Once Global Password Access is set to No, each staff member must log in with their password. We recommended ensuring you have created an individual user account prior to disabling Global Password Access.
