Welcome to Swivel! This article is aimed to help new users with the Manager user role get up-to-speed and provide a high-level overview of the features and tools available.
What does the Manager user role actually do?
The Manager user role is designed for individuals who need to perform standard, day-to-day operations in Swivel, as well as limited access to Data Setup and Advanced Setup options. This user role provides access to the 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.
Access to create, assign, edit and manage agent goals.
Task and Workflow Management
Run, update, and manage tasks and workflows assigned.
Track progress and mark tasks and workflows as complete.
Ability to create, publish, and edit workflow templates.
Create & Execute Campaigns
Create, update, and manage marketing including broadcast emails.
Enhanced Reporting
Generate and view basic reports.
Ability to generate and view the PII Report.
Access dashboard and summary views of account data.
Data Setup
Access to the custom fields management experience.
🔍 Tip: Don't forget to check out How to start using Swivel if you're just getting started!