How do I add an administrator to the Gifts and Benefits area?

If you want to add a new administrator to manage your Gifts and Benefits area, the person in question must first be added as a beneficiary.

If they don't need to be a beneficiary, simply don't credit them.

🙌 The future administrator is already on your list of beneficiaries
  • Find the colleague in the “Colleagues” tab or in the “Beneficiaries” tab of the programme
  • Click on their name
  • Select the relevant programme from the tabs at the top
  • Click on “Edit” > “Role” > “Admin”
  • Confirm
👩‍💻 The future administrator hasn't been added to your list of beneficiaries

👉 If the admin needs to be created and have a Swile card:

  • Add the beneficiary via a CSV file by following these steps
  • Once created, follow the first step in this article to set them as an administrator (see "🙌 The future administrator is already on your list of beneficiaries")

👉 If the admin needs 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 for the invitation email to be sent
  • Click on Create



 

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