Overview
This tutorial guides you through creating and configuring a Safe in your Swft dashboard. A Safe is a dedicated budget used to manage spending for a department, project, or specific purpose. You’ll learn how to create a new Safe, assign roles, set financial limits, and configure key settings to control how funds move and who approves them.
Step 1: Access the Swft Dashboard
Go to web.swftmoney.com and log in with your admin credentials.
Once on your dashboard, use the side menu to navigate through the management tools.
Step 2: Navigate to the Safes Page
Click on Management from the left-hand menu.
Then select Safes to view your existing safes and create a new one.
Click the Create New Safe button.
Step 3: Fill in the Safe Details
Enter the following information:
Safe Name: Choose a name that clearly reflects what this Safe is for — it can represent a project, department, or a specific purpose.
Authorized Checker: Select the team member who will review and approve all payment requests made from this Safe before they’re processed.
Owner: Choose the team member who will create and submit payment requests from this Safe for approval.
Tip: Make sure both the checker and owner are already added to your team before creating the Safe.
Step 4: Set Financial Limits
As an admin, you can define the following controls:
Maximum Balance: The total amount that can be held in the Safe. (minimum 100EGP)
Spending Limit: Optional — set a daily or monthly cap to control how much can be spent within a specific period.
These limits help prevent overspending and keep departmental budgets in check.
Step 5: Save and Review
Once all fields are completed, click Create or Save Safe.
The new Safe will now appear in your Safes list.
You can review or edit its settings anytime under Management → Safes.