Swivel

The network view gives upline agents the visibility into their downline agent Swivel accounts

About the Network View

Creating a Network Account

Inviting Accounts to Your Network View

Create networks that allow you to manage downline agents and groups

Creating and Managing Networks

Setting up network types when configuring a network for organizing downline agents

Setting Up Network Types

Manage your downline agents and groups by inviting, monitoring, and managing production, marketing, and compliance

Using the Network Tab

Bailee Walljasper

Boni Newberry

Grant connection access to your downline agents or sub accounts to your upline account

Network View

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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