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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.

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