This article is for Swile meal voucher administrators. You can have several administrators within the same company. Here’s how to appoint another administrator, whether or not the person is already one of your beneficiaries.
How do I add an administrator who is already a Swile meal voucher beneficiary?
If the future administrator is already one of your Swile meal voucher beneficiaries, follow these steps:
- Step 1: Find the employee in the Employees tab or in the Beneficiaries tab of the meal voucher programme.
- Step 2: Click on their name.
- Step 3: Select the relevant programme from the tabs at the top.
- Step 4: Click on Edit > Role > Administrator (or Manager).
- Step 5: Click Confirm.
How do I add an administrator who doesn’t have a Swile account yet?
If the new administrator doesn’t yet have a Swile account and isn’t one of your Swile meal voucher beneficiaries, follow these steps:
- Step 1: Open your Swile meal voucher programme.
- Step 2: Go to the My beneficiaries tab.
- Step 3: Click on Add > Add an administrator.
- Step 4: In the window that opens, select the Administrator (or Manager) role and enter the new administrator’s details.
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Step 5: If the new administrator needs to manage several entities, select them in the Administrator entity(ies) field. If they need to manage all entities, simply click the "All entities" button.
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Step 6: If you don’t want them to receive meal vouchers, untick the box This user will have meal vouchers. If there are several entities, choose which entity they will be a beneficiary of (click on the "Beneficiary entity" field to see the list).
What permissions does the Manager role have for Swile meal vouchers?
A Swile meal voucher Manager has access to the same admin area as you, but with a few fewer permissions.
✅ What the Manager can do
- Place a Swile meal voucher order, but not approve it. Only the administrator can approve the order and proceed to payment: they’ll receive an email inviting them to approve the order that’s just been placed.
- Access employee profiles, adjust balances and authorise bank holidays.
- Access invoices and previous orders.
🚫 What the Manager can’t do
- Edit an employee’s general information, change their role or remove them from the list of beneficiaries.
- Change the company’s bank details for direct debit purposes.
Security when adding a Swile administrator
- The new administrator will receive an email straight away to activate their Swile account.
- Every time a new administrator is added to your company, all current administrators receive an email notification from Swile.
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