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Create and manage Users

Updated over 3 months ago

Introduction

Users are admin profiles created to access the Swapcard Launchpad system. Each user is assigned to a Group, which defines what they can view or manage in the platform. After Groups are set up, individual Users can be created, imported in bulk, edited, or deactivated. This ensures that only authorized personnel can access sensitive event configurations.


What can I do on the Users page?

Administer individual and bulk user access

Go to Event Setup > Users & Groups.

From the Users Listing page, you can:

  • Add a User

  • Import Users in bulk

  • Activate/Deactivate Users

  • Edit or Delete Users

  • Bulk Disable Admin Access


How do I add a User?

Manually create a new admin user

  1. From the Users Listing page, open the Actions dropdown and select Add User

  2. Complete required fields:

    • Group: Assign to an existing Group

    • First/Last Name

    • Email: Must be unique (used for login)

    • Company

    • Password / Confirm Password

    • Optional settings:

      • Password Must be Changed at Login

      • Notify User on account creation

      • Disable admin access

  3. Click Save


How do I import Users?

Bulk upload admin users via CSV

  1. From the Users Listing page, select Import Users from the Actions dropdown

  2. Download the template provided

  3. Fill in user data (leave fields blank if not needed, but do not delete columns)

  4. Upload the CSV using the Browse button

  5. Map fields correctly on the Field Mapping screen

  6. Confirm field mappings

  7. Click Finish

  8. Track progress via the Previous Imports tab


How do I edit a User?

  1. Click the Edit Icon next to a user’s name

  2. Review and edit:

    • User Profile

    • Permissions

    • Preferences

    • Login Options

  3. Click Save

The Change Log tab tracks who made edits and when.


How do I activate or deactivate a User?

  1. Click the ACTIVE button (green) to deactivate

  2. Click the INACTIVE button (grey) to activate


How do I bulk disable admin access?

  1. Select multiple users from the Users list

  2. Click Disable Admin Access For Selected Users

  3. Click Cancel to clear the selection


How do I delete a User?

  1. Go to Event Setup > Users & Groups

  2. Click the Delete Icon next to the user name

  3. Confirm in the popup dialog


User management is key to maintaining system security and operational control. By assigning users to the right Groups and regularly reviewing user access, you ensure your event is run by the right people with the right permissions. Use the available tools to streamline user creation, import, and management across events.

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