If you wish to add a new administrator to manage your gift voucher platform, the person concerned will have to be created upstream in the beneficiaries.
If he or she is not to be a beneficiary, simply do not credit him or her.
🙌 The future administrator is already present in the list of your beneficiaries
- Search for the employee in the “collaborators” tab or in the “Beneficiaries” tab of the program.
- Click on the name
- Select the relevant program from the tabs at the top
- Click on “Modify” > “Role” > “Admin”.
- Confirm
👩💻 The future administrator has not been created in the list of your beneficiaries.
👉 If the admin must be created and have a Swile card :
- Add the beneficiary via CSV by following these steps
- Once created, follow the first step of this article to define him/her as an admin (see “👉 The future admin is already present in the list of your beneficiaries”)
👉 If the admin is to be created without a card :
- Click on + at the top right of the screen, then on Beneficiary
- Fill in the required information
- Click on Administrator Activate
- Choose the date on which you wish them to receive the invitation e-mail
- Click on Create