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Sway - How to Edit Codes and Notifications

Written by Niki Budd

Updated at February 19th, 2026

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Table of Contents

Video Tutorial: Portal and App Step-by-Step Tutorial: Portal Step-By-Step Tutorial: App

Editing a code allows you to adjust its expiration date and choose who should receive notifications, as well as how those notifications are delivered.

A group or profile code can only be edited if it is active. If a code has expired, you will need to generate a new profile or group code before having the ability to edit.

This feature is available on the ✅ Web Portal and the ✅ Mobile Application.

 

Video Tutorial: Portal and App

00:00: Hi, this is Nikki. Let's review how to edit codes and notifications.

00:04: Editing a code will allow you to adjust the expiration date and choose who should receive notifications as well as how those notifications are delivered, a group or profile code can only be edited if it is active, if a code has expired, you will need to generate a new profile or group code before having the ability to edit it.

00:25: From the web portal if you'd like to edit your code, select codes from your main menu.

00:31: A list of all active codes will now populate select the appropriate code.

00:36: Now, select the edit icon.

00:40: The date. That's populating is the date that your current code is set to expire to change this, select the date.

00:47: Here you will see you're able to select from the calendar picker and select okay to apply your change.

00:53: next, if you'd like to edit any notification preferences, you can do so now,

00:59: Be sure to select save to apply your changes.

01:03: Now, let's review how to complete the same actions on the app.

01:09: From your active code listing select the appropriate code, then select actions here, you can change the end date.

01:18: Applying the appropriate date.

01:21: Selecting to update, you will then save confirmation.

01:24: navigating back into those actions, you'll see that you're also able to edit notifications

01:31: Making sure to select done to apply changes.

01:36: If you have questions or need more help, please email us directly at healthier roster.com.

 

Step-by-Step Tutorial: Portal

  1. Click the "Codes" tab under Main Menu
  1. Select the code you'd like to edit 
  1. While on the specific code's page, click the "Pencil" next to the code name. 
  1. In this view, you can edit the expiration date and who will receive notifications when this specific code is used.
  1. Click "Save" 

Step-By-Step Tutorial: App

  1. Click "Codes" in the bottom toolbar and choose the code you want to edit.
  1. To change the end date, click "Actions" and "Change End Date." 
  1. Choose the date you would like your code to expire and click "Update." 
  1. To change Notifications, click "Actions" in the top right-hand corner of the specific code page and "Edit Notifications." 
  1. Choose who to notify and how to be notified. A phone number capable of receiving text messages needs to be associated with the User in the Sway Portal in order to receive SMS notifications.
edit codes edit sway codes edit sway notifications

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