Overview
Your data has been imported and validated—now it's time to invite your team into Swivel.
A successful rollout is about more than creating user accounts. Assigning the right access, setting clear expectations, and helping users get started will build confidence and encourage adoption from day one.
Today's Goal
By the end of this article, you will be able to:
Invite users to Swivel.
Configure the appropriate access for each user.
Help your team prepare for their first login.
Guide users to the right onboarding resources.
Step 1: Invite Your Users
Why This Matters
Each member of your organization needs their own Swivel account to securely access customer information and collaborate with your team.
What to Do
As you invite users to Swivel:
Enter each user's business email address (unless user created via import)
Assign the appropriate User Role.
Send the invitation email.
Configure User Groups, if your organization uses them.
Assign Access Codes, if you restrict visibility by institution, product line, or product.
Confirm each user can successfully sign in.
📌 Note: Not every organization uses User Groups or Access Codes. If your organization doesn't segment access across teams or business units, you can skip these steps.
Additional Resources
🔍 Tip: Invitation links expire after 24 hours. Ask users to accept their invitation as soon as possible. If the link expires, you'll need to send a new invitation.
Step 2: Help Your Team Get Started
Why This Matters
Your users don't need to learn every feature before they begin working in Swivel.
Encourage them to start with the tasks they perform every day and build confidence over time.
What to Do
After inviting your users:
Share the Getting Started with Swivel collection.
Encourage users to begin with the articles most relevant to their role.
Remind your team that it's okay to learn as they work.
Let users know where to find additional help through the Help Center, webinars, and Support.
🔍 Tip: Start every new user with the Getting Started with Swivel collection. It provides a guided introduction to the platform and helps users build confidence as they begin using Swivel.
Best Practices
Invite your team after validating your migration.
Assign permissions based on each user's responsibilities.
Configure User Groups and Access Codes before launch if your organization uses them.
Encourage users to begin working in Swivel right away.
Continue improving your data over time rather than delaying adoption.
Remind users that the Help Center, webinars, and Support are always available if they need assistance.
Frequently Asked Questions
Should I invite everyone at the same time?
Yes, most organizations invite all users once they've validated their migration.
What if someone didn't receive their invitation email?
Ask them to check their spam or junk folder first.
If they still haven't received it, verify the email address and resend the invitation.
Can I change a user's permissions later?
Yes. User roles, permissions, User Groups, and Access Codes can all be updated by an administrator as your organization evolves.
Do I need to use User Groups or Access Codes?
No. These features are optional and are typically used by organizations that want to organize users or restrict visibility across offices, teams, institutions, or product lines.
Where should new users start learning Swivel?
We recommend starting with the Getting Started with Swivel collection. Users can focus on the articles that support their day-to-day responsibilities and continue learning as they work.
Next Step
Great work! Your team is ready to begin using Swivel.
Continue to Review & Clean Up Your Data to improve data quality over time as your organization becomes more familiar with Swivel.