Swivel

02.02.2026 Swivel Jumpstart & Swivel 101 Webinars

01.29.2026 Import Webinar

01.19.2026 Swivel Jumpstart & 101 Webinars

Swivel Workflows Advance Training

01.28.2026 Swivel Jumpstart Webinar

02.09.2026 Swivel Jumpstart Webinar

02.16.2026 Swivel Jumpstart & Swivel 101 Webinars

11.21.24 Unlock the Full Power of Swivel Webinar

02.19.2026 Swivel Marketing & Events Webinar

02.05.2026 Broadcast Email Webinar

12.3.24 The 3 Secrets to Scaling Your Annuity Business

12.2.25 Webinar: Tips & Tricks

11.21.25 Webinar: Tips & Tricks

11.27.25 Tips & Tricks Webinar

12.08.25 Webinar: Workflows 101

12.02.25 Webinar: Tips & Tricks for Troubleshooting

02.05.2026 Texting Webinar

10.02.24 Text Campaign Webinar

02.19.2026 Swivel Opportunities Webinar

02.21.2026 Swivel Jumpstart &  Swivel 101 Webinars

Boni Newberry

Bailee Walljasper

Celeste Olson

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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