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If you are using PlanSwift 10.2.*, then, in some cases, you may need to update your PlanSwift software. Note: you will need an administrator or administrative privileges to update your software.  Continue reading or watch this video.

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NOTE: If you receive an error message appears telling you that you are not authorized to create an account (see Figure 4), then you will need to have your PlanSwift administrator log in to his or her My Account to create an account (see How an Administrator Creates a New UserPlanSwift Activation Requirements) or you will need to have your administrator call PlanSwift Technical Support to create an account.

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NOTE: If you do not receive an email to set up your password, call Technical Support to have them send you a new email.


Figure 4


Figure 5


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Steps 9-11
Steps 9-11
9. Go to your email, click on the provided link, and set up your password as shown in Figure 6.

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If you need further assistance, contact PlanSwift Technical Support.



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How an Administrator Creates a New User
How an Administrator Creates a New User
How an Administrator Creates a New User


1. Log in to your My Account and click on All Users (Figure 8).

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4. The new user will receive an email to set up a password and then will perform steps 9 through 11 in Setting Up My Account to activate PlanSwift.

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