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Network

The network view gives upline agents the visibility into their downline agent Swivel accounts

Bailee Walljasper avatar
Written by Bailee Walljasper
Updated today

What is does the Network View Provide?

  • Account hoping for users in the Upline account into each linked account

    • Based on granted permissions upon linking, users within the Upline account can either Access (view only) and/or have Control (full access to view and edit) within each linked account

  • With Your Access Permission: View linked account Dashboards, Marketing Events, Production metrics, outstanding tasks and workflows, and more

  • With Your Control Permission: view all the same information as above as well as add/update contacts, edit data within their account, create new data like campaigns and events, and more

  • Within your Network View as the Upline account, you can:

    • View a rollup Dashboard of all Downlines in your network

      • This rollup includes all products, opportunities, Campaigns, production counts

    • View comprehensive agent list of all agents from all your connected accounts

Notice: In order to use the Network view functionality, the upline (main) account must be Premier or Enterprise Package ($1000/Month). All other linked accounts can be any Swivel pricing subscription.

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