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How To Manage Individual Users

This guide explains how to manage individual users on your white-label platform.

Individual users are designed for solopreneurs or single-person businesses who do not require company-level user management.

Users overview

The platform supports two user types:

  • Individual users
    Designed for solopreneurs or single users who manage only their own profile.

  • Companies
    Designed for teams (typically 5+ users) with admins and multiple users under one company account.


Ways to add individual users

There are two ways individual users can be added to your platform.

1. Add users from the admin dashboard

You can manually create individual users from the Users tab in your white-label admin dashboard.

Steps:

  1. Go to Users

  2. Click Add user

  3. Enter the user’s name and email

  4. Choose whether to enable Send welcome email

  5. Click Create user

Welcome email toggle

  • Enabled:
    The user will receive a welcome email and can immediately set their password and access their profile.

  • Disabled:
    The user will not receive any emails from the platform. This is useful if you want to:

    • Set up the profile on their behalf

    • Configure branding or content first

    • Send access details later once everything is ready


2. User self-signup

Users can also create their own account via your sign-up page.

  • When a user signs up, they are automatically created as an individual user

  • The user receives full access to the platform immediately

  • This counts toward your total allocated user limit


Accessing and managing a user’s account

As a white-label admin, you can access any individual user’s account directly.

Steps:

  1. Go to Users

  2. Find the user in the table

  3. Click Access

You will be logged in as that user and can edit their profile, adjust settings and configure domains or branding.

Returning to the admin dashboard

To return to your admin dashboard, click Back to dashboard in the top-left corner

warning icon
It is important to click Back to dashboard. Refreshing the page or navigating manually may result in an error due to session handling.

What individual users get access to

When an individual user logs in, they effectively receive the equivalent of a Swft Pro - level experience.

They can:

  • Fully customise their profile

  • Set their own custom domain

  • Configure digital wallet branding

  • Access all available features

All users will see your white-label branding, including:

  • Your app domain

  • Your favicon

  • Your platform name and branding

  • Your sign-in and sign-up pages

From the user’s perspective, this is entirely your platform.


User allocation and limits

  • Every individual user counts toward your allocated user limit

  • Example:

    • Allocation: 50 users

    • Existing users: 20

    • New signup: 21 total users

This applies whether users are:

  • Added manually by you

  • Created via self-signup

We recommend monitoring your usage regularly to avoid exceeding your allocation.


Coming soon

Additional controls for individual users are in development, including:

  • Feature-based plans
    Create different tiers (e.g. Lite, Plus, Pro) and enable or disable specific features per tier.

  • Signup control
    Enable or disable the public sign-up page to prevent uncontrolled user creation.

  • User-to-company migration
    Move an individual user into a company if they grow and need team management features.

These features will give you greater control over how individual users are onboarded and managed.

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