User Roles
User Roles define the permissions and access levels assigned to different users within the system. These roles help in managing and controlling what each user can do and see within Swivel.
Swivel has 5 user roles:
Owner
Manager
Staff
Commissions
Agent
Owner
Full access to all features and settings, including Billing and the Custom Fields Management Experience.
Access to the Email Domain Integration.
Responsible for inviting new users as well as managing users and their associated roles in Swivel
Responsible for maintaining Swivel features by using the Advanced Setup and Data Setup configurations.
Visibility to Map Values for Swivel Summary.
Manager
Elevated permissions with access to most settings except Billing and Managing Users.
Access to Data Setup in account settings.
Can set Agent Goals for users with the agent role.
Visibility to Map Values for Swivel Summary.
Staff
Commissions
Access to commission-related sections of Swivel including view and manage all commissions inside of Swivel (see Registers & Transactions).
Exclusive access to the Agent Commissions Report.
Agent
Includes standard access granted to Staff user role and is paired with agent data.
Access the Managing Agents in Swivel page to learn more about creating Agents and managing Agent information.
🔍 Tip: All user roles have the ability to access and complete Imports. To learn more, please visit our Imports collection.
Reports Permissions by User Role
Reports | Owner | Manager | Commissions | Agent | Staff |
Birthday Report | x | x |
| x | x |
Annual Reviews Report | x | x |
| x | x |
Agent Commissions Report |
|
| x |
|
|
Sales Report | x | x | x | x | x |
Product Report | x | x |
| x | x |
Account Transactions | x | x |
| x | x |
PII Report | x | x |
|
|
|
Duplicate Contact Report | x | x |
| x | x |
Bounced Emails Report | x | x |
| x | x |
Imports Report | x | x |
| x | x |
🔍 Tip: To learn more about Swivel reports, visit Reports.
Settings Permissions by User Role
Permissions | Owner | Manager | Commissions | Agent | Staff |
Profile | x | x | x | x | x |
Calendar & Email Sync | x | x | x | x | x |
Email Domain | x | x |
|
|
|
Billing | x |
|
|
|
|
Account | x |
|
|
|
|
Data Setup | x | x |
|
|
|
Marketing Organization | x |
|
|
|
|
Advanced Setup | x | x |
|
|
|
Manage User Roles
Only users that have an Owner role can add and edit user roles in your Swivel account.
From the left-side main menu, go to the Settings tab.
Expand the Account section > Click Users.
Find a specific user > go to Action Menu > click Edit
From the Edit User form, go to Roles field.
Select/deselect any Roles you would like to associate/disassociate to the user.
Click Save.
📢 Note: If you are selecting the Agent role in step 5, you must also choose the specific agent you would like to associate to the user from the dropdown list that appears once the box is selected. Access the Managing Agents in Swivel page to learn more about creating and managing agents.