This article is aimed to help new users with the Staff user role get up-to-speed and provide a high-level overview of the features and tools available.
What does the Staff user role actually do?
The Staff user role is designed for individuals who need to perform standard, day-to-day operations in Swivel, but do not need access to administrative settings, permissions, or configuration options. This user role provides access to the essential features listed below.
View, Create, and Edit Content
Access, view, and add/edit all non-restricted content including contacts, contact lists, documents, products, opportunities, and emails.
Task and Workflow Management
Run, update, and manage tasks and workflows assigned.
Track progress and mark tasks and workflows as complete.
Create & Execute Campaigns
Create, update, and manage marketing including broadcast emails.
Basic Reporting
🔍 Tip: Don't forget to check out the Jumpstart Guide if you're just getting started!