The portal profile information is the contact information your clients will see when they are logged into their Swivel Client Portal online or via the mobile application. This can be edited at anytime through the Client Portal Tab. This is a great way to be sure your clients always have access to you or your companies phone, email, and address at any time.
Adding and Editing a Company Profile
Navigate to the Client Portal tab on the left side navigation.
Select Edit Portal Information
Under Company Info select +New Company
Complete all applicable Company information. Select Save
Once your company is added, you can also insert a company logo by selecting the profile image above the company name
To edit or delete a company profile, select the chevron next to a company name and select Edit or Delete
Important: Any edits made to a company profile will apply to any client portal user invites that have that company information assigned to them. See Inviting Users to Swivel Client Portal for more information.
Editing Agent/Staff Profiles
Navigate to the Client Portal tab on the left side navigation.
Select Edit Portal Information
Under Agent/Staff select +New Agent/Staff
Complete all applicable information. Select Save
Once your profile is added, you can also insert a profile image by selecting the image above the person's name
To edit or delete a company profile, select the chevron next to a company name and select Edit or Delete
Important: Any edits made to an agent or staff member's profile will apply to any client portal user invites that have that agent or staff member assigned to them. See Inviting Users to Swivel Client Portal for more information.
Editing the Disclosure
Navigate to the Client Portal tab on the left side navigation.
Select Edit Portal Information
Under Disclosure select Add
Insert any applicable disclosure that you would like to appear in the client portal, for example, a compliance disclosure may be applicable here. Select Save
To edit or delete a disclosure select Edit or Delete
Important: Unlike the Company or Agent/Staff profiles, if there is a disclosure added to the portal information it will by default show to all client portal users. Any edits made to this disclosure will automatically update these users.