View Current Active and Inactive Users: sort by "Active" to see which users are currently in your Salesforce

Edit Existing Users: navigate to the user you are looking to edit, and click "Actions." From here you will be able to Edit User to adjust their Name, Role & Permissions or Email address. Once you have made the appropriate edits click "Update."

If you'd like to learn more about Roles and Permissions please visit the article, Roles, Permissions, and Hierarchy

De-Activate Current Users: navigate to the user you are looking to de-activate, and click "Actions." From here you will be able to click "de-activate" rather than edit.

Create New Users: click the "Add a new user" button in the upper right-hand side of the screen. Input their contact information and a temporary password. We recommend using a very basic temporary password which you can then share with the newly created user. Then, after using the temporary password to login for the first time, the user(s) can reset their password to finalize setup of their account. If you have reached your max number of licenses when trying to add new users, please see #5 below.

Purchase Additional Licenses: click the "Add a new user" button as seen in #4, if your organization is using the max total number of allotted licenses, simply click the "Purchase Salesforce license" button. This will take you to the Salesforce purchasing interface where you can purchase the amount of additional licenses you need. Typically, Salesforce takes up to 1-2 hours for the new license to be procured and allocated to your environment. Once it is available in Salesforce, the license will be immediately available to you in the Swantide app for you to assign to your desired users.