Swivel

Bailee Walljasper

Celeste Olson

Boni Newberry

Settings

Settings Structure

This article walks through how to restrict access to your Swivel account by allowing only specific IP Addresses

IP Address Allowlist

This article walks through how to restrict email domain setup for your users in your Swivel account by allowing only Email Domains

Email Domain Allowlist

Settings Overview

Data Setup

Lead Sources

Learn how to create, manage, and use Custom Fields in Swivel to track business-specific information for contacts, products, appointments, events, and more.

Custom Fields

Looking for ideas on what Custom Fields to create? Explore common Custom Field examples.

Popular Custom Fields

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Email Domains

Phone Settings

Communication

Tailored Experience

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.