On this page:
How an Administrator Creates a New User
1. Log in to your My Account and click on All Users .
2. Click on New User .
3. Enter the new user’s information and click on Save.
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 (above)to activate PlanSwift.
If you need further assistance, contact PlanSwift Technical Support.