📌 Note: Before you dive in, make sure you're able to log-in to your Swivel account. Questions about accessing your Swivel account? Visit our How do I sign-in to my account page to learn more.
Swivel User Profile
Your user profile can be found under the My Profile section. It includes your first and last name, email, phone number, time zone and even a photo.
Please follow the instructions below to set up your profile, make any necessary updates to your account information (as needed), and confirm you have been assigned the Agent User Role if you are responsible for writing polices.
🔍Tip: More information regarding Managing Your Profile can be found in the Managing Your User Profile collection.
🔍Tip: Questions about User Roles? Visit our Swivel User Roles article to learn more!
Complete your User Profile
From the left-hand Main Navigation Menu > click Settings.
Select Profile to:
✔️ Add your picture
✔️ Update your time zone
✔️ Enable Two-Factor Authentication (2FA)
Select Calendar & Email Sync and > click Add Account (or use the +Calendar & Email Account button) to launch the sign-in wizard. Follow the prompts to sync your desired email and calendar to:
✔️ Have emails sync to the Communication Log
✔️ Have your Client Appointments display in their contact record
✔️ Enjoy full use of the Swivel Calendar Experience!
Video Tutorials