Welcome to Swivel Administration
As a Swivel Account Owner, you're responsible for preparing your organization for a successful launch.
This guide walks you through the administrative tasks required to prepare your CRM, configure organization settings, manage users, and enable optional features like Swivel Sync, the Client Portal, and Swivel SMS.
Whether you're setting up Swivel for the first time or finishing implementation after a data migration, this guide will help you build a strong foundation for your team.
🔍 Tip: Your users don't need every setting to be perfect before they begin working in Swivel. Start with the essentials, then continue optimizing your configuration over time.
Today's Goal
Understand your role in the implementation process and learn what you'll need to configure before launching Swivel to your team.
By the end of this guide, you'll have completed the core administrative setup needed to support your organization.
Before You Begin
Before continuing, determine which implementation path applies to your organization.
Your data has already been imported into Swivel
Your data has already been imported into Swivel
This is the most common onboarding experience. If your data has already been migrated by Swivel or your implementation specialist, you're ready to continue to the Validate Your Imported Data.
You're responsible for importing your own data
You're responsible for importing your own data
If your organization is completing its own migration, import your data before continuing with the remaining setup tasks. Continue with Import Your Data.
If your data migration is still in progress, continue working with your implementation or migration specialist before proceeding.
What You'll Configure
Throughout this guide, you'll learn how to:
Configure organization settings.
Review, Audit, and cleanup your data.
Set up users, roles, and permissions.
Configure Swivel Sync (if applicable).
Prepare client-facing features like the Client Portal.
Configure email and text messaging.
Prepare your organization for launch.
📌 Note: Not every organization will complete every article. Follow the steps that apply to your implementation and the features your organization plans to use.
Need Help?
If you have questions during implementation, we're here to help.
Work with your implementation specialist.
Next Step
If you're responsible for migrating your own data, begin with Import Your Data.
If your data has already been imported, continue to Validate Your Imported Data.